Relationship Banker Wellesley MA
Relationship Banker Wellesley MA
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Salary Not Disclosed
1 Vacancy
Job Description
USA Job Function Description: Responsible for client relationships including attracting and retaining new clients and strengthening current relationships. Activities include maximizing crosssales 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:
Engages customers in the lobby to assist educate and train on how to conduct simple transactions through selfservice technologies.
Attends and actively participates in weekly partnership meetings and joint calls with Branch partners.
Increases profitability by sourcing new customers prospecting via outbound calling receiving referrals from centersofinfluence lobby engagement and via branch partners. Uses Explore process to acquire and deepen existing relationships.
Creates customized solutions for new and existing clients in order to help them achieve their financial goals
Ensures customers/clients are connected to the appropriate partner to help them achieve their financial goals ensuring all sales service and specialized needs are met and helping to drive overall revenue growth.
Proactively manages risk in every business product and service transaction leveraging available tools.
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:
Bachelors Degree or equivalent work experience in Business Management Finance or equivalent field. (Preferred)
Work Experience:
Experience selling products and/or services in an incentive based environment 3 years (Required)
Six months of cash handling experience 3 years (Preferred)
Skills and Abilities:
Ability to identify specific knowledge skills and abilities necessary for satisfactory of the positions primary duties & responsibilities
Ability to build solid relationships with teammates business partners and specialists by fostering teamwork partnership and collaboration in a virtual or facetoface environment
Skilled at and/or aptitude for assessing customer/client needs providing applicable solutions/recommendations and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients
Ability to service and transition to appropriate business partners for
Excellent consultative skills
Client prospecting and development customer retention and needs analysis skills
Excellent verbal communication and influence skills
Ability to display a credible trustworthy and professional image at all times
Experience conducting consultative conversations in person and on the phone with proven close rates through a needsbased sales approach
Strong financial and business acumen
EEO Statement: At Santander we value and respect differences in our workforce. 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: 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.
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (nonexempt) the annual range is based on a 40hour work week. The exact compensation may vary based on skills experience training licensure and certifications and location.
Base Pay Range
Minimum:
Maximum:
Employment Type
Full-Time
