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Senior Relationship Banker, Glen Forest, Methuen, MA

Company: Santander Holdings USA Inc
Location: Methuen
Posted on: October 13, 2020

Job Description:

Senior Relationship Banker, Glen Forest, Methuen, MA---2003411-Description-Santander is one of the largest banks in the world, and one of the top banks in the United States based on deposits.- With a principal presence in the northeast U.S., Santander's retail division serves nearly 2 million customers and more than 140k business customers in the US. - As a Senior Relationship Banker, you will be responsible for acquiring, deepening, and retaining relationships with consumer and small business customers (with annual revenue up to $3MM).- You will directly manage and grow a client portfolio of the most complex and highest value consumer and small business clients in the branch.- You will deliver an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners. - Responsibilities -

  • 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 need.
  • 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 credit.
  • 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.) when appropriate.
  • Build trust and deliver solutions by setting expectations and meeting commitments.
  • 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 appropriate.
  • Ensure compliance with all bank policies, procedures and regulatory requirements.
    -Qualifications-
    • Bachelor's degree (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 relationships.
    • 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 the phone.
    • 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 customers.
    • Basic computer skills. - 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.
      -Job:-Relationship Management-Primary Location:-Massachusetts-Methuen-200 Haverhill Street - 00676 - Glen Forest - Branch---Organization:-Consumer & Business Banking (1001)-Schedule:-Full-time-Job Posting:-Oct 9, 2020, 8:27:28 PM-

Keywords: Santander Holdings USA Inc, Methuen , Senior Relationship Banker, Glen Forest, Methuen, MA, Other , Methuen, Massachusetts

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