Relationship Banker, Rockdale, New Bedford, MA

Santander•Northbridge, MA

About The Position

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! 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. 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. Uses Explore process to aquire and deepen existing relationships. 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.

Requirements

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
Experience selling products and/or services in an incentive based environment 3-5 years (Req)
Six months of cash handling experience 3-5 years (Pref)

Nice To Haves

Bilingual Portuguese and/or Spanish language skills

Responsibilities

Attracting and retaining new clients and strengthening current relationships.
Maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products.
Providing support to help clients coordinate solutions, manage accounts, obtain advice and administer services.
Ensuring customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs.
Resolving and overseeing customer issues surrounding consulting, information, and software services, solutions and products.
Making presentations to potential clients and contributes to the achievement of sales targets.
Engaging customers in the lobby to assist, educate and train on how to conduct simple transactions through self-service technologies.
Attending and actively participates in weekly partnership meetings and joint calls with Branch partners.
Increasing profitability by sourcing new customers, prospecting via outbound calling, receiving referrals from centers-of-influence, lobby engagement, and via branch partners.
Using Explore process to aquire and deepen existing relationships.
Creating customized solutions for new and existing clients in order to help them achieve their financial goals
Ensuring 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 managing risk in every business, product and service transaction, leveraging available tools.