Consumer and Business Senior Relationship Banker, Braintree, MA
Company: Santander Holdings USA Inc
Posted on: May 8, 2022
Braintree, United States of America
WHAT YOU WILL BE DOING
Put the customer at the center of everything you do, deepen
relationships and make connections during every interaction.
Engage customers through proactive, outbound calling for both
service and relationship deepening opportunities.
Assess customer needs by being genuinely curious, asking questions,
and identifying opportunities to help achieve their financial goals
today and in the future.
Be the expert on Santander products and services and be able to
articulate the benefits that will help customers based on their
Independently manage a portfolio comprised of both High Value
consumer clients and Small Business customers with annual revenue
up to $3MM.
Aptitude & interest in serving business clients- reviewing
financial statements and advanced knowledge of small business
Participates in joint calling with Product partners to generate and
deepen relationships with business customers.
Recommend the best needs-based solution; deliver solutions directly
as well as introduce key partners (i.e. Investment, Mortgage etc.)
Build trust and deliver solutions by setting expectations and
Develop relationships with new and existing customers by
maintaining contact through early engagement calls and regular
outreach to portfolio customers.
Deliver an outstanding customer experience in every interaction.
Ensure timely follow up and escalate for resolution when
Ensure compliance with all bank policies, procedures and regulatory
Bachelor's degree or equivalent work experience required.
5-9 years of experience in a customer facing environment including
a minimum of 2-3 years in Financial Services with direct experience
acquiring new client relationships and developing existing client
Strong financial acumen; general knowledge of consumer and small
business products, and small business lending.
Motivated to help people achieve financial goals.
Passion and personal commitment to proactively help customers.
Exceptional listening and communication skills in person and over
Ability to work effectively in a team environment, building strong
relationships with colleagues and business partners.
Ability to use critical thinking to solve problems and provide
solutions to customer issues.
Demonstrated proficiency using the phone to engage with
Basic computer skills.
Employees desiring consideration should complete an online
application, utilizing the appropriate process as subscribed by the
posting entity. Employees should provide all pertinent information
to support their candidacy. To be considered eligible for internal
posting, Santander employees must meet all eligibility
Meet the qualifications posted for the positions they are applying
Apply online through the Company's internal careers site for job
Complete 12 months of continuous service within your current
position and be in good standing (rating of Achieved or better, not
been placed on a performance improvement plan)
Please click here to see the full policy:
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 .
WHAT WE ARE LOOKING FOR
EDUCATION Bachelor of Science (BS)
COMPETENCIES Bachelor of Science (BS) English
Primary Location: Braintree, Massachusetts, United States of
Other Locations: Massachusetts-Braintree
Organization: Santander Bank N.A.
Keywords: Santander Holdings USA Inc, Somerville , Consumer and Business Senior Relationship Banker, Braintree, MA, Other , Reading, Massachusetts
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