Relationship Banker, Concordville, Pa

Relationship Banker, Concordville, Pa 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. Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers. 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. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. 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. 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. (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. (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. (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. Proficient in using digital tools and technology to enhance customer engagement.