What are the responsibilities and job description for the Consumer & Business Banking Senior Relationship Banker, Falmouth, MA position at Santander Bank, N.A.?
Country: United States of America
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.
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
Education
Bachelor's Degree: Business Management, Finance, or equivalent field Req
Work Experience
5 Years Experience in a customer facing environment including a minimum of 2 years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships. Req
Skills And Abilities
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.
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
$52,500.00 USD
Maximum
$87,500.00 USD
Primary Location: Falmouth, CON, Falmouth
Other Locations: Massachusetts-Falmouth
Organization: Santander Bank N.A.
Salary: $52,500 - $87,500/year
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
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.
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
- 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.
- Recommend the best needs based solution; deliver solutions directly as well as introduce key partners (i.e. Investment, Mortgage etc.) when appropriate.
- Participates in joint calling with Product partners to generate and deepen relationships with business customers.
- 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.
Education
Bachelor's Degree: Business Management, Finance, or equivalent field Req
Work Experience
5 Years Experience in a customer facing environment including a minimum of 2 years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships. Req
Skills And Abilities
- Strong financial acumen; general knowledge of consumer and small business products, and small business lending
- Motivated to help people achieve financial goals
- 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
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.
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
$52,500.00 USD
Maximum
$87,500.00 USD
Primary Location: Falmouth, CON, Falmouth
Other Locations: Massachusetts-Falmouth
Organization: Santander Bank N.A.
Salary: $52,500 - $87,500/year
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
Salary : $52,500 - $87,500
