Job details

Relationship Banker, Newton, PA 18940

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Country: United States of America

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.

EEO Statement: At Santander, we value and respect differences in our workforce. 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. Occassional 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.

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range

Minimum:

$38,250.00 USD

Maximum:

$59,000.00 USD

Santander Glassdoor Company Review

3.8

Santander DE&I Review

No rating

CEO of Santander

Tim Wennes

Approve of CEO

Average salary estimate

$48625 / YEARLY (est.)

min

max

$38250K

$59000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Relationship Banker, Newton, PA 18940, Santander

If you're passionate about banking and enjoy building relationships, becoming a Relationship Banker at Santander in Newtown, PA might just be the perfect opportunity for you! In this role, you will play a vital part in identifying and pursuing new sales prospects while nurturing existing client relationships. Your day-to-day will involve engaging customers in the lobby, assisting them with self-service transactions, and using your skills to offer personalized financial solutions that align with their goals. You won't just be selling products; you'll be orchestrating meaningful conversations that help clients navigate their financial journey. This role is all about teamwork—attending weekly partnership meetings and collaborating with branch partners to maximize potential sales. An ideal candidate will have a bachelor's degree in Business Management or Finance along with 3-5 years of experience in a sales environment. Your ability to build trust and provide consultative solutions will be key to increasing profitability and expanding our customer base. By proactively managing client needs and utilizing our tools and resources, you will contribute to our mission of driving revenue growth. If you thrive in a dynamic environment, are a great communicator, and want to make a difference in your clients’ financial lives, we invite you to apply!

Frequently Asked Questions (FAQs) for Relationship Banker, Newton, PA 18940 Role at Santander

What are the primary responsibilities of a Relationship Banker at Santander?

As a Relationship Banker at Santander, your primary responsibilities include identifying and pursuing new sales prospects, managing client relationships, maximizing cross-sales opportunities, and providing personalized financial solutions. You will engage customers directly, assist them with transactions, and ensure that their banking experience is smooth and beneficial while working collaboratively with branch partners to achieve sales targets.