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Relationship Banker
Company | Santander |
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Location | Yarmouth, MA, USA |
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Salary | $38250 – $59000 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Mid Level |
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Requirements
- Bachelor’s Degree or equivalent work experience in Business Management, Finance, or equivalent field (Pref)
- Experience selling products and/or services in an incentive based environment 3+ years (Required)
- Six months of cash handling experience 3+years (Preferred)
- Ability to identify specific knowledge, skills, and abilities necessary for satisfactory execution of the position’s primary duties & responsibilities
- Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment
- Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients
- Ability to service and transition to appropriate business partners for execution
- Excellent consultative skills
- Client prospecting and development, customer retention and needs analysis skills
- Excellent verbal communication and influence skills
- Ability to display a credible, trustworthy, and professional image at all times
- Experience conducting consultative conversations in person and on the phone with proven close rates through a needs-based sales approach
- Strong financial and business acumen
Responsibilities
- Engages customers in the lobby to assist, educate and train on how to conduct simple transactions through self-service technologies.
- Attends and actively participates in weekly partnership meetings and joint calls with Branch partners.
- Increases profitability by sourcing new customers, prospecting via outbound calling, receiving referrals from centers-of-influence, lobby engagement, and via branch partners.
- Creates customized solutions for new and existing clients in order to help them achieve their financial goals.
- Ensures customers/clients are connected to the appropriate partner to help them achieve their financial goals, ensuring all sales, service and specialized needs are met, and helping to drive overall revenue growth.
- Proactively manages risk in every business, product and service transaction, leveraging available tools.
Preferred Qualifications
- Six months of cash handling experience 3+years (Preferred)