Relationship Banker, Murray Hill, NY

Company: Banco Santander SA
Location: New York
Posted on: March 29, 2025

Job Description:

Relationship Banker, Murray Hill, NYThe Relationship Banker plays a key role within our Retail division and is responsible for delivering personalized financial strategies to clientele through banking and borrowing needs, as well as investment services. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients. This role will require a holistic delivery of outstanding service and sales solutions to meet clients' financial needs and goals.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.Responsibilities:

• 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. (Preferred)Work Experience:Experience selling products and/or services in an incentive-based environment 3+ years (Required)Six months of cash handling experience 3+ years (Preferred)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.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: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 RangeMinimum:$38,250.00 USDMaximum:$59,000.00 USD
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Keywords: Banco Santander SA, New York , Relationship Banker, Murray Hill, NY, Other , New York, New York