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Consumer & Business Banking Senior Relationship Banker

Santander
Posted 11 days ago, valid for a month
Location

Pembroke, MA 02359, US

Salary

$31.25 - $37.5 per hour

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Contract type

Full Time

By applying, a Santander account will be created for you. Santander's Privacy Policy will apply.

Sonic Summary

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  • The job involves identifying and pursuing new sales prospects in existing or untapped markets while managing client relationships to ensure a consistent flow of new revenues.
  • Candidates are expected to have a Bachelor's Degree in Business Management, Finance, or a related field, along with 5+ years of experience in a customer-facing environment, including at least 2 years in Financial Services.
  • The role requires strong financial acumen, exceptional communication skills, and the ability to engage with customers proactively to help them achieve their financial goals.
  • Responsibilities include making presentations to potential clients, resolving customer issues, and ensuring compliance with bank policies and regulatory requirements.
  • The position offers a competitive salary, though the exact amount is not specified in the job description.

Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify new customer prospects. Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer services. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products. Makes presentations to potential clients and contributes to the achievement of sales targets. Put the customer at the center of everything you do, deepen relationships and make connections during every interaction. Engage customers through proactive, outbound calling for both service and relationship deepening opportunities. Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future. Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need. Independently manage a portfolio comprised of both High Value consumer clients and Small Business customers with annual revenue up to $3MM. Recommend the best needs based solution; deliver solutions directly as well as introduce key partners (i.e. Investment, Merchant etc.) when appropriate. Participates in joint calling with Product partners to generate and deepen relationships with business customers. Build trust and deliver solutions by setting expectations and meeting commitments. Develop relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers. Deliver an outstanding customer experience in every interaction. Ensure timely follow up and escalate for resolution when appropriate. Ensure compliance with all bank policies, procedures and regulatory requirements. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree: Business Management, Finance, or equivalent field Required. Work Experience: 5+ Years Experience in a customer facing environment including a minimum of 2+ years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships. Required. Skills and Abilities: Strong financial acumen; general knowledge of consumer and small business products, and small business lending. Motivated to help people achieve financial goals. Exceptional listening and communication skills in person and over the phone. Ability to work effectively in a team environment, building strong relationships with colleagues and business partners. Ability to use critical thinking to solve problems and provide solutions to customer issues. Demonstrated proficiency using the phone to engage with customers. Basic computer skills. At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.




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By applying, a Santander account will be created for you. Santander's Privacy Policy will apply.