Relationship Banker, Union Ave Branch, Framingham, MA at Santander

Framingham, Massachusetts, United States

Santander Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries

Requirements

  • High school diploma, GED or equivalent education (Business Management, Finance, or equivalent field) - Required
  • Bachelor’s degree in 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

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
  • Meet 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
  • Support nearby branch locations based on business necessity

Skills

Customer Service
Sales
Cross-Selling
Relationship Management
Banking Products
Lending
Investments
Digital Banking
Prospecting

Santander

Provides banking, investment, and insurance services

About Santander

Santander Bank provides a variety of financial services to individuals, small businesses, and large corporations in the United States. Its offerings include savings and checking accounts, loans, credit cards, and investment products. The bank also has specialized services through Santander Investment Services and insurance products via Santander Securities LLC. Santander stands out from its competitors by focusing on community growth, committing $13.6 billion to support initiatives like the 'Cultivate Small Business' program, which aids early-stage entrepreneurs, especially from underrepresented groups. The bank generates revenue through interest on loans, service fees, and commissions, while promoting responsible banking practices and financial education. Santander's goal is to empower individuals and businesses, enhance community prosperity, and provide comprehensive financial solutions.

Boston, MassachusettsHeadquarters
1902Year Founded
$75MTotal Funding
POST_IPO_DEBTCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees

Benefits

Health, dental, & vision
401k
Flexible PTO
Parental & sick leave
Discounts: technology, travel, auto, fitness, & tuition

Risks

ISO 20022 transition may challenge smaller business partners.
'Quishing' attacks pose a growing threat to consumer security.
Openbank faces competition in the U.S. high-yield savings market.

Differentiation

Santander's Openbank offers a 5.00% APY high-yield savings account nationwide.
The bank's Inclusive Communities Plan pledges $13.6 billion for community initiatives.
Santander's ISO 20022 adoption enhances operational efficiency and data management.

Upsides

Openbank's high-yield savings account attracts more U.S. customers.
Santander's renewable energy financing highlights commitment to sustainable investments.
Proactive cybersecurity measures enhance customer trust and protect digital assets.

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