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Relationship Banker

Relationship Banker

CompanySantander
LocationYarmouth, MA, USA
Salary$38250 – $59000
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level

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)