Relationship Banker, Fischer Boulevard, Toms River, NJ
- Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers.
- Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
- Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement.
- Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
- Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
- Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
- Foster customer loyalty by addressing concerns and providing timely resolutions.
- Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
- Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
- Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
- Collaborate with team members and partners to achieve branch goals and drive overall performance.
- Responsibilities may extend to supporting nearby branch locations based on business necessity.
- High school diploma, GED or equivalent education: : Business Management, Finance, or equivalent field - Required.
- Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred.
- 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR)
- 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR)
- 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)
- 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
- Established relationship-building skills with a focus on customer experience and loyalty.
- Excellent customer service skills and a passion for helping others.
- Proven track record in sales and cross-selling products and services.
- Ability to work collaboratively in a team-oriented environment.
- Excellent communication, consultative and influence skills both verbal and written.
- Ability to display a credible, trustworthy, and professional image at all times.
- Proficient in using digital tools and technology to enhance customer engagement.
- Ability to follow directions, policies, and procedures.
- Ability to identify and escalate concerns of risk to appropriate channels.
- Ability to work in a fast-paced environment and manage multiple priorities.
- Computer proficiency and basic math skills.
- Ability to work branch hours, which can include weekends and evenings.
- No Certifications listed for this job.
- Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
- Experience in Microsoft Office products.
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