Relationship Banker , Chelsea , MA
Company: Santander Holdings USA Inc
Location: Somerville
Posted on: January 26, 2023
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Job Description:
Relationship Banker , Chelsea , MA
Chelsea, United States of America
WHAT YOU WILL BE DOING
USA Job Family Description: Identifies and pursues new sales
prospects within existing or untapped markets. Gathers market
intelligence, generates leads, and develops proposals/campaigns to
garner new business, ensuring a consistent flow of new revenues to
the company. Uses knowledge of markets, industries, and clients to
determine demand, future trends and potential projects. Works
pre-developed lead lists to generate business and identify new
customer prospects.
USA Job Function Description: 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.
Essential Functions/Responsibility Statements: 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 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: Bachelor's Degree or equivalent work experience in
Business Management, Finance, or equivalent field.
Work Experience: Experience selling products and/or services in an
incentive based environment 3-5 years. Six months of cash handling
experience 3-5 years .
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 .
Diversity & EEO Statements: 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.
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.
English
Primary Location: Chelsea, Massachusetts, United States of
America
Other Locations: Massachusetts-Chelsea
Organization: Santander Bank N.A.
Keywords: Santander Holdings USA Inc, Somerville , Relationship Banker , Chelsea , MA, Other , Somerville, Massachusetts
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