Relationship Banker - Finance and Investment Industry Opportunity


: $90,760.00 - $174,440.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

The Relationship Banker plays a key role within our Retail division and is responsible for delivering personalized financial strategies to clientele through banking and borrowing needs, as well as investment services. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients. This role will require a holistic delivery of outstanding service and sales solutions to meet clients financial needs and goals.Attends and actively participates in weekly partnership meetings and joint calls with Branch partners.Creates customized solutions for new and existing clients in order to help them achieve their financial goalsEngages customers in the lobby to assist, educate and train on how to conduct simple transactions through self-service technologiesEnsures 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.Increases profitability by sourcing new customers, prospecting via outbound calling, receiving referrals from centers-of-influence, lobby engagement, and via branch partners.Uses Explore process to acquire and deepen existing relationships.Proactively manages risk in every business, product and service transaction, leveraging available toolsQualificationsBachelor's Degree; in business management, finance, or equivalent field or equivalent work experience3-5 years; Experience selling products and/or services in an incentive based environment.,Six months of cash handling experience.Series 6, 63, and Life and Health obtained within first 10 weeks of hireAbility to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environmentAbility to display a credible, trustworthy, and professional image at all timesAbility to engage customers for long periods of time,Ability to identify specific knowledge, skills, and abilities necessary for satisfactory execution of the positions primary duties & responsibilitiesAbility to learn and understand technology to assist customers with self-service needs,Ability to service and transition to appropriate business partners for executionAbility to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.),Actively use and leverage current technologies to better understand the technology solutions available to improve our customers financial livesClient prospecting and development, customer retention and needs analysis skills,Demonstrated successful sales experience in a salary plus incentive environment with individual sales goals,Excellent consultative skills,Excellent verbal communication and influence skills,Experience conducting consultative conversations in person and on the phone with proven close rates through a needs-based sales approach,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,Strong financial and business acumen.Strong organizational and time management skills,Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forthMinimal physical effort such as sitting, standing, and walking.Adapts quickly to change and makes suggestions for increasing the effectiveness of change Appropriately shifts attention and refocuses on new goals as a result of changes in priorities or competing work demands, addresses customers requests, ensures concerns are recorded accurately and action is initiated appropriatelyMakes extra effort to satisfy customers needs and meet commitments, assesses problem situations and initiates effective interventions that result in customer satisfactionTakes time to develop and maintain relationships with customers,Communicates the importance and benefits of risk management to counterpartsDisplays natural skepticism and curiosity to question the status quo and uncover issuesAdheres to a good root cause analysis process,Knows who to reach out to inside and outside of ones team to get work doneTakes action to enhance working relationships needed to achieve seamless work flow,Organizes and prioritizes workload and tasks for oneself and team membersActively plans ahead for routine and cyclical work,Probes in-depth to understand the customers business needsExplores and understands the customer's alternatives and decision criteria,Understands rationale for change and adjusts schedules and tasks to make things workAnticipates and plans for changes in work schedules and assignments,Understands the relevant products and services and the markets in which they are sold and their risk return to the organizationCan identify and speak to major operational issues across the organizationIn compliance with the requirements outlined within the Compensation Requirements under the Truth-in-Lending Act (LO Comp Rule) effective January 1st 2014; Santander Bank will now perform a credit check as part of, and in addition to, the existing background check for all positions where one must perform job functions of a loan originator as defined by the LO Comp Rule. In order to be eligible for this position you must have a valid US Social Security at the time of applicationAt Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
Associated topics: banking service, banking solution, client, loan review, loan servicing officer, mortgage loan officer, mortgage originator, mortgage underwriter, personal banker i, relationship * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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