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Personal Banker, Back Bay, Boston MA - 1905746##DescriptionAs a member of Santander’s retail banking division you’ll help serve Santander’s retail and small business customers as part of one of the top banks in the United States based on deposits. With principal presence in the northeast U.S., Santander’s retail division offers consumer and lending products to help our customers reach their financial goals. Santander currently serves nearly 2 million retail customers and 5.2% of the 2.7 million small businesses in the US footprint have a transactional account with Santander Bank.The Senior Specialist, Personal Banker serves as the primary branch resource for sales opportunities, new product account openings and referrals and is responsible for developing and maintaining business customer relationships. S/he will identify the short and long term financial needs of both consumer and business customers by utilizing a needs and consultative based approach.Responsibilities
Evaluates and determines the financial needs of each customer, matches this to the appropriate Santander product or service and delivers the product or service in a manner which satisfies the customer
Expands and retains customer relationships, actively cross sells and resolves customer problems quickly and efficiently under the direction of the Branch ManagerS/he meets all goals and actively participates in all sales activities in the BranchHelps with escalated service issuesMaintains accurate sales records and regularly reviews sales results with Branch Manager and prepares an action plan taking appropriate steps to meet/exceed sales objectivesPromotes and cross sells products and services based on customer need: guiding and directing customers in the selection of products, effectively utilizing sales, customer profiling and customer service skills to make significant contributions towards meeting individual and branch goalsRefer customers to business partners when applicableServes as the primary branch resource for sales opportunities, new product account openings and referrals, actively selling Bank products and servicesS/he meets all goals and actively participates in all sales activities in the BranchHelps with escalated service issuesMaintains accurate sales records and regularly reviews sales results with Branch Manager and prepares an action plan taking appropriate steps to meet/exceed sales objectivesPromotes and cross sells products and services based on customer need: guiding and directing customers in the selection of products, effectively utilizing sales, customer profiling and customer service skills to make significant contributions towards meeting individual and branch goalsRefer customers to business partners when applicableServes as the primary branch resource for sales opportunities, new product account openings and referrals, actively selling Bank products and services##Qualifications
Bachelor's Degree, or equivalent work experience
3-5 years in same or similar roleAbility to effectively ask questions and identify needs to enhance the customer relationshipAbility to handle confidential and sensitive informationAbility to operate independently in a fluid, dynamic high growth oriented environment and embrace changeAbility to problem solve and provide solutions to customer issuesProficient financial skill setStrong interpersonal skills; demonstration of poise, composure and confidence in front of clients and Bank senior managementStrong listening and customer service skillsStrong understanding of financial products and servicesMinimal physical effort such as sitting, standing, and walkingAccurately identifies resource requirements to solve basic problemsCommunicates clearly and preciselyListens carefully and asks questions to clarify understandingKnows who the organization’s key customers and competitors areHas basic understanding of financial services industry and how organizations operateLearns about and diligently follows established risk management policies, processes and proceduresLearns new methods and procedures or modifies them to meet new standardsIs positive about new approaches and methods resulting from changeMaintains professional behavior at all times in representing the companyDoes all routine work accurately and on-time; is aware of own impact on othersResponds promptly to customer inquiriesTakes responsibility for issues and, with assistance, works to find a solutionWorks effectively in team settingsShows appreciation for others' help and lends a hand when needed to complete shared tasksAbility to effectively ask questions and identify needs to enhance the customer relationshipAbility to handle confidential and sensitive informationAbility to operate independently in a fluid, dynamic high growth oriented environment and embrace changeAbility to problem solve and provide solutions to customer issuesProficient financial skill setStrong interpersonal skills; demonstration of poise, composure and confidence in front of clients and Bank senior managementStrong listening and customer service skillsStrong understanding of financial products and servicesMinimal physical effort such as sitting, standing, and walkingAccurately identifies resource requirements to solve basic problemsCommunicates clearly and preciselyListens carefully and asks questions to clarify understandingKnows who the organization’s key customers and competitors areHas basic understanding of financial services industry and how organizations operateLearns about and diligently follows established risk management policies, processes and proceduresLearns new methods and procedures or modifies them to meet new standardsIs positive about new approaches and methods resulting from changeMaintains professional behavior at all times in representing the companyDoes all routine work accurately and on-time; is aware of own impact on othersResponds promptly to customer inquiriesTakes responsibility for issues and, with assistance, works to find a solutionWorks effectively in team settingsShows appreciation for others' help and lends a hand when needed to complete shared tasks
In 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 application
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 .
Job : Relationship Management
Primary Location : Massachusetts-Boston-575 Boylston Street - 00418 - Back Bay - Branch##
Organization : Consumer & Business Banking (1001)
Schedule : Full-time
Job Posting : Nov 7, 2019, 5:28:33 PMAN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
