Senior Relationship Banker

Santander
New York, NY
Category Banking
Job Description
Role Overview

Santander is a global leader in financial services evolving into a technology-driven organization. As a Senior Relationship Banker, you manage and enhance client relationships, focusing on attracting and retaining new clients while strengthening existing ones. You directly manage and grow a client portfolio of high value consumer and small business clients.

What You Will Do

Independently manage a portfolio of high value consumer and small business customers. Proactively deepen relationships through early engagement calls and regular outreach, assess customer needs, and recommend needs-based solutions. Collaborate with team members and partners to achieve branch goals and ensure an elevated customer experience.

Why It Might Be a Fit

You have 5+ years selling products/services in an incentive-based environment or 2+ years in financial services acquiring new client relationships. You are motivated to help people achieve financial goals and have strong relationship-building skills. The role offers a competitive base pay range of $54,375 to $90,000 USD annually.

Requirements

  • 5+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR) 2+ Years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships - Required. (OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
  • High school diploma, GED: or equivalent work experience - Required
  • Motivated to help people achieve financial goals
  • Strong financial acumen with a general knowledge of consumer and small business products, and lending
  • Proven track record in sales and cross-selling products and services
  • Proven ability to manage a portfolio of clients effectively
  • Proven relationship-building skills and a customer-centric approach
  • Ability to work effectively in a team environment
  • Ability to use critical thinking to solve problems and provide solutions to customer issues
  • Excellent communication, consultative and influence skills both verbal and written
  • Demonstrated proficiency using the phone to engage with customers
  • 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 escalate concerns of risk 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 can include weekends and evenings

Benefits

  • Fair and competitive rewards package
  • Benefits designed to support you, your family and your well-being
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