Senior Relationship Banker, Manchester, MA

Santander
Wake, Main Street, Branch MA
Full-time

Description : 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.

Essential Functions / Responsibility Statements :

Put the customer at the center of everything you do, deepen relationships and make connections during every interaction.

Engage customers through proactive, outbound calling for both service and relationship deepening opportunities.

Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future.

Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need.

Independently manage a portfolio comprised of both High Value consumer clients and Small Business customers with annual revenue up to $MM.

Recommend the best needs based solution; deliver solutions directly as well as introduce key partners (i.e. Investment, Mortgage etc.) when appropriate.

Participates in joint calling with Product partners to generate and deepen relationships with business customers.

Build trust and deliver solutions by setting expectations and meeting commitments.

Develop relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers.

Deliver an outstanding customer experience in every interaction. Ensure timely follow up and escalate for resolution when appropriate.

Ensure compliance with all bank policies, procedures and regulatory requirements.

Qualifications : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education :

Bachelor's Degree : Business Management, Finance, or equivalent field Req

Work Experience :

Years Experience in a customer facing environment including a minimum of + years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships. Req

Skills and Abilities :

Strong financial acumen; general knowledge of consumer and small business products, and small business lending

Motivated to help people achieve financial goals

Exceptional listening and communication skills in person and over the phone

Ability to work effectively in a team environment, building strong relationships with colleagues and business partners

Ability to use critical thinking to solve problems and provide solutions to customer issues

Demonstrated proficiency using the phone to engage with customers

Basic computer skills

Diversity & EEO Statements : At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams.

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. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown.

Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer Rights : This job description does not list all of the job duties of the job. You may be asked by your 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 at any time for any reason.

17 days ago
Related jobs
Promoted
JPMorgan Chase
Falmouth, Massachusetts

Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommenda...

Promoted
Webster Financial Corporation
Boston, Massachusetts

The Relationship Banker I role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills...

Promoted
HarborOne Bank
Brockton, Massachusetts

Under the direction of the Branch Manager, the Relationship Banker will embrace the mission of relationship building and profitable growth. Our corporate values of accountability, integrity, respect, trust and teamwork are core to how we manage our business and our relationships with our customers. ...

Santander
Park Avenue, Branch MA

Description : 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 prod...

Bank of America
Barnstable, Massachusetts

Builds relationships with clients to meet financial needs. Grows business knowledge and network by partnering with experts in small business, lending, and investments. Manages financial center traffic, appointments, and outbound calls effectively. Collaborates effectively to get things done, buildin...

Santander
Beverly, Massachusetts

Description : 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 prod...

Bank of America
Norwood, Massachusetts

Builds relationships with clients to meet financial needs. Grows business knowledge and network by partnering with experts in small business, lending, and investments. Manages financial center traffic, appointments, and outbound calls effectively. Collaborates effectively to get things done, buildin...

Santander
Reading, Massachusetts

Description : 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 prod...

JPMorgan Chase & Co.
New Bedford, Massachusetts

Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding expe...

Bank of America
Nantucket, Massachusetts

Builds relationships with clients to meet financial needs. Grows business knowledge and network by partnering with experts in small business, lending, and investments. Manages financial center traffic, appointments, and outbound calls effectively. Collaborates effectively to get things done, buildin...