Relationship Banker, Martha's Vineyard, Edgartown, MAApply Req ID: Req1058324 Date posted 01/09/2023
WHAT YOU WILL BE DOING
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.
Engages customers in the lobby to assist, educate and train on how to conduct simple transactions through self-service 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 centers-of-influence, lobby engagement, and via branch partners. Uses Explore process to aquire 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.
Bachelor's Degree or equivalent work experience in Business Management, Finance, or equivalent field. (Pref)
Experience selling products and/or services in an incentive based environment 3-5 years (Req)
Six months of cash handling experience 3-5 years (Pref)
Skills and Abilities:
Ability to identify specific knowledge, skills, and abilities necessary for satisfactory execution of the position’s primary duties & responsibilities
Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face 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 execution
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 needs-based sales approach
Strong financial and business acumen
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.
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.
Primary Location: Edgartown, MA, Edgartown
Other Locations: Massachusetts-Edgartown,Massachusetts-Oak Bluffs
Organization: Santander Bank N.A.