Relationship Banker, Boylston Street, Boston, MA

About the Role

As a Relationship Banker, you will 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 will proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You will collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank’s growth objectives.

Key Responsibilities

• 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.
• Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
• 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 customer 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.

Requirements & Tech Stack

• High school diploma or GED
• Bachelor’s Degree in a related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred
• 3+ Years Experience selling products and/or services in an incentive-based environment - Required
• OR
• 12+ Months 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 customer relationships, and delivering results - 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
• 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 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.
• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred
• Microsoft Office products - Preferred experience

Work Authorization

• Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Compensation & Benefits

• Minimum Base Pay Range: $38,250.00 USD
• Maximum Base Pay Range: $61,000.00 USD
• Compensation may vary based on skills, experience, training, licensure, and certifications.
• Fair and competitive rewards package.
• Benefits designed to support you, your family, and your well-being.