Relationship Banker, Falmouth, MA
Santander US, Falmouth, MA, United States
It Starts Here
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.
Relationship Banker Responsibilities As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long‑lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. You proactively engage with customers to identify opportunities for cross‑selling, resolve issues, and educate them on digital banking tools. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank’s growth objectives.
Achieve or exceed sales targets by actively promoting and effectively cross‑selling various banking products and services to existing and prospective customers.
Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
Proactively prospect for new clients through internal and outbound interactions such as networking, referrals, lead calling, portfolio management and community engagement.
Meet the financial needs of the customer to include transactional, servicing, and product requirements.
Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
Foster customer loyalty by addressing concerns and providing timely resolutions.
Engage customers through digital platforms to enhance interactions and educate them on self‑service options.
Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
Collaborate with team members and partners to achieve branch goals and drive overall performance.
Responsibilities may extend to supporting nearby branch locations based on business necessity.
Qualifications
High school diploma, GED or equivalent education – Required.
Bachelor’s Degree in a related field or equivalent demonstration through work experience, training, military service, or education – Preferred.
3+ years of experience selling products and/or services in an incentive‑based environment – Required. (OR)
12+ months of experience in retail banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening relationships and delivering results – Required. (OR)
12+ months of demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role, with District Executive, District Operations Manager and Region President endorsement of performance – Required. (AND)
12+ months of customer service experience within a high‑volume, fast‑paced, constantly changing environment – Required.
Established relationship‑building skills with a focus on customer experience and loyalty.
Excellent customer service skills and a passion for helping others.
Proven track record in sales and cross‑selling products and services.
Ability to work collaboratively in a team‑oriented environment.
Excellent communication, consultative and influence skills, both verbal and written.
Ability to display a credible, trustworthy, and professional image at all times.
Proficient in using digital tools and technology to enhance customer engagement.
Ability to follow directions, policies, and procedures.
Ability to identify and raise risk concerns to appropriate channels.
Ability to work in a fast‑paced environment and manage multiple priorities.
Computer proficiency and basic math skills.
Ability to work branch hours, which may include weekends and evenings.
Certifications No certifications listed for this job.
Desired Experience (Nice to Have)
Established work history or equivalent demonstration through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.
Pay Range Minimum Base Pay Range: $38,250.00 USD
Maximum Base Pay Range: $61,000.00 USD
EEO Statement 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 is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights This job description does not list all of the job duties of the job. You may be asked by 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 your employment at any time for any reason.
Application Process We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact TAOps@santander.us to discuss your needs.
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Relationship Banker Responsibilities As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long‑lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. You proactively engage with customers to identify opportunities for cross‑selling, resolve issues, and educate them on digital banking tools. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank’s growth objectives.
Achieve or exceed sales targets by actively promoting and effectively cross‑selling various banking products and services to existing and prospective customers.
Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
Proactively prospect for new clients through internal and outbound interactions such as networking, referrals, lead calling, portfolio management and community engagement.
Meet the financial needs of the customer to include transactional, servicing, and product requirements.
Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
Foster customer loyalty by addressing concerns and providing timely resolutions.
Engage customers through digital platforms to enhance interactions and educate them on self‑service options.
Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
Collaborate with team members and partners to achieve branch goals and drive overall performance.
Responsibilities may extend to supporting nearby branch locations based on business necessity.
Qualifications
High school diploma, GED or equivalent education – Required.
Bachelor’s Degree in a related field or equivalent demonstration through work experience, training, military service, or education – Preferred.
3+ years of experience selling products and/or services in an incentive‑based environment – Required. (OR)
12+ months of experience in retail banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening relationships and delivering results – Required. (OR)
12+ months of demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role, with District Executive, District Operations Manager and Region President endorsement of performance – Required. (AND)
12+ months of customer service experience within a high‑volume, fast‑paced, constantly changing environment – Required.
Established relationship‑building skills with a focus on customer experience and loyalty.
Excellent customer service skills and a passion for helping others.
Proven track record in sales and cross‑selling products and services.
Ability to work collaboratively in a team‑oriented environment.
Excellent communication, consultative and influence skills, both verbal and written.
Ability to display a credible, trustworthy, and professional image at all times.
Proficient in using digital tools and technology to enhance customer engagement.
Ability to follow directions, policies, and procedures.
Ability to identify and raise risk concerns to appropriate channels.
Ability to work in a fast‑paced environment and manage multiple priorities.
Computer proficiency and basic math skills.
Ability to work branch hours, which may include weekends and evenings.
Certifications No certifications listed for this job.
Desired Experience (Nice to Have)
Established work history or equivalent demonstration through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.
Pay Range Minimum Base Pay Range: $38,250.00 USD
Maximum Base Pay Range: $61,000.00 USD
EEO Statement 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 is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights This job description does not list all of the job duties of the job. You may be asked by 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 your employment at any time for any reason.
Application Process We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact TAOps@santander.us to discuss your needs.
#J-18808-Ljbffr