Relationship Banker, Burlington, MA

Santander Bank Burlington , MA 01803

Posted 2 weeks ago

Relationship Banker, Burlington, MA-1905323

Description

As a member of Santander's retail banking division you'll help serve Santander's retail and small business customers as part of one of the top banks in the United States based on deposits. With principal presence in the northeast U.S., Santander's retail division offers consumer and lending products to help our customers reach their financial goals. Santander currently serves nearly 2 million retail customers and 5.2% of the 2.7 million small businesses in the US footprint have a transactional account with Santander Bank.

The 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 client's financial needs and goals.

  • Attends and actively participates in weekly partnership meetings and joint calls with Branch partners.

  • Creates customized solutions for new and existing clients in order to help them achieve their financial goals

  • Engages customers in the lobby to assist, educate and train on how to conduct simple transactions through self-service technologies

  • 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.

  • 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.

  • Proactively manages risk in every business, product and service transaction, leveraging available tools

Qualifications

  • Bachelor's Degree; in business management, finance, or equivalent field or equivalent work experience

  • 3-5 years; Experience selling products and/or services in an incentive based environment.,

  • Six months of cash handling experience.

  • Series 6, 63, and Life and Health obtained within first 10 weeks of hire

  • 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

  • Ability to display a credible, trustworthy, and professional image at all times

  • Ability to engage customers for long periods of time,

  • Ability to identify specific knowledge, skills, and abilities necessary for satisfactory execution of the positions primary duties & responsibilities

  • Ability to learn and understand technology to assist customers with self-service needs,

  • Ability to service and transition to appropriate business partners for execution

  • Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.),

  • Actively use and leverage current technologies to better understand the technology solutions available to improve our customers financial lives

  • Client prospecting and development, customer retention and needs analysis skills,

  • Demonstrated successful sales experience in a salary plus incentive environment with individual sales goals,

  • Excellent consultative skills,

  • Excellent verbal communication and influence skills,

  • Experience conducting consultative conversations in person and on the phone with proven close rates through a needs-based sales approach,

  • 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,

  • Strong financial and business acumen.

  • Strong organizational and time management skills,

  • Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth

  • Minimal physical effort such as sitting, standing, and walking.

  • Adapts quickly to change and makes suggestions for increasing the effectiveness of change Appropriately shifts attention and refocuses on new goals as a result of changes in priorities or competing work demands, addresses customers' requests, ensures concerns are recorded accurately and action is initiated appropriately

  • Makes extra effort to satisfy customers' needs and meet commitments, assesses problem situations and initiates effective interventions that result in customer satisfaction

  • Takes time to develop and maintain relationships with customers,

  • Communicates the importance and benefits of risk management to counterparts

  • Displays natural skepticism and curiosity to question the status quo and uncover issues

  • Adheres to a good root cause analysis process,

  • Knows who to reach out to inside and outside of ones team to get work done

  • Takes action to enhance working relationships needed to achieve seamless work flow,

  • Organizes and prioritizes workload and tasks for oneself and team members

  • Actively plans ahead for routine and cyclical work,

  • Probes in-depth to understand the customers' business needs

  • Explores and understands the customer's alternatives and decision criteria,

  • Understands rationale for change and adjusts schedules and tasks to make things work

  • Anticipates and plans for changes in work schedules and assignments,

  • Understands the relevant products and services and the markets in which they are sold and their risk return to the organization

  • Can identify and speak to major operational issues across the organization

  • In compliance with the requirements outlined within the Compensation Requirements under the Truth-in-Lending Act (LO Comp Rule) effective January 1st 2014; Santander Bank will now perform a credit check as part of, and in addition to, the existing background check for all positions where one must perform job functions of a loan originator as defined by the LO Comp Rule. In order to be eligible for this position you must have a valid US Social Security at the time of application

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-Burlington-182A Cambridge Street

  • 02284

  • Burlington

  • Branch

Organization

:Consumer & Business Banking (1001)

Schedule

:Full-time

Job Posting

:Oct 6, 2019, 4:56:58 PM

AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Seasonal Retail Commission Jewelry Sales Full Time Burlington Mall

Macy's, Inc.

Posted Yesterday

VIEW JOBS 10/22/2019 12:00:00 AM 2020-01-20T00:00 Love being around people and making them happy? Good at finding just the right thing to complete an outfit? As part of our sales team, you'll do just that, bringing the Magic of Macy's to life for our customers. Every day brings new challenges and excitement, and every customer interaction gives you the opportunity to do what you do best: find solutions and provide exceptional customer service. ... More " So if you live on the cutting edge of fashion and have a keen eye for design, why not put that expertise to work on the sales floor? Join our team of problem solvers and doers: Apply today! Job Overview: The Seasonal Jewelry Sales associate is responsible for providing outstanding customer service in the Jewelry & Watch Complex. This includes meeting hourly sales and Star Rewards goals on a personal and departmental basis, demonstrating superior product knowledge to customers, building a clientele using the clientele system, offering the customer our extended service plan and creating a shopping experience that will make the customer feel welcome and comfortable. The Seasonal Jewelry Sales associate will participate in ongoing training via the IPAD as well as attend vendor and trainer facilitated trainings. Additionally, all Jewelry Sales associates participate in all aspects of ensuring the department is operating efficiently including but not limited to processing goods, merchandising, taking price changes, setting and signing sales, doing RTVs, BOPS & Fulfillment. In order to present our customers with the best holiday shopping experience, many of our Seasonal Jewelry Sales Associates arrive prior to store opening and remain after closing to ensure we are ready to make Macy's magic. Seasonal associates will have the opportunity to work a flexible schedule on a temporary basis, which may include early mornings, evenings, weekends and busy events such as the day after Thanksgiving and the day after Christmas. And don't forget - just in time for holiday shopping, you will receive an employee discount of up to 20% starting your first day! Essential Functions: * Be proficient in use of all POS and MPOS systems including Search and Send, My Client and More@ Macy's tablet app * Be proactive in assisting customers who are using devices to shop and compare, whether Macy's devices or their own * Assist customers in all aspects of service, and qualify customer needs, figure out what's right for them by using steps of MAGIC & High Touch Selling * Offer to put purchase on customer's Macy's charge account * Suggest additional merchandise to compliment customer selection * Maintain a professional attitude with sincerity and enthusiasm that demonstrates Macy's commitment to our customer * Participate in pre-selling and sales driving events including trunk shows to maximize sales * Stay informed on current promotional events and sales * Offer and promote benefits of extended service plan to all customers purchasing Fine Jewelry & Watches * Use clientele program to maintain customer profile and contact information to increase personal sales and build solid customer base * Perform all aspects of fulfillment process; including, but not limited to: picking, packing, labeling, shipping and BOPS * Offer to call other locations if merchandise is unavailable within store or offer Search & Send * Be knowledgeable of and perform sales support functions related to Jewelry (POS procedures, IPad, Ops, AP) * Ensure proper processing, presentation, organization, storing, and replenishment of stock. Maintain Recovery & Fill in Standards * Perform other duties as assigned, including but not limited to watch sizing, ear piercing * Adhere to asset protection programs and procedures to ensure audit compliance * Perform functions in an efficient manner, as directed by the supervisor * Regular, dependable attendance and punctuality Qualifications: Education/Experience: * High school diploma or equivalent preferred. * Previous selling experience is required, preferably in fine jewelry. Communication Skills: * Effective written and verbal skills, ability to interpret instructional documents such as safety rules, operating and maintenance instructions, and procedure manuals. * Excellent written and verbal communication skills. Mathematical Skills: * Basic math functions such as addition, subtraction, multiplication, and division. * Able to use a calculator. Reasoning Ability: * Self-starter, able to work independently and as part of a team and must have good time management skills. Physical Demands: * This position involves constant moving, talking, hearing, reaching, and standing. * Involves standing for at least two consecutive hours. * Involves lifting at least 30 lbs. * May occasionally involve stooping, kneeling, crouching, and climbing ladders. * Vision abilities include close vision, color vision, depth perception, and focus adjustment. Other Skills: * Superior organizational and time management skills. * Must be able to multi-task in a fast-paced environment. * Must be able to build relationships and influence others. * Must possess a thirst for knowledge. * Ability to collaborate and function as a member of a team. * Must possess a strong sense of urgency. * Should be comfortable with the use of computers and frequent use of RF equipment. Work Hours: * Flexible with scheduling and available to work retail hours, which may include day, evening, weekends, and/or holidays, based on department and store/company needs. This job overview is not all inclusive. In addition, Macy's, Inc. reserves the right to amend this job overview at any time. Macy's is an Equal Opportunity Employer, committed to a diverse and inclusive work environment. Macy's, Inc. – including Macy's and Bloomingdale's – will consider for employment qualified applicants with criminal convictions in a manner consistent with SFPC Art. 49 and LA MC ch.XVIII Art. 9. Help make life shine brighter. Collaboration, Creativity, Culture. Macy's, Inc. Burlington MA

Relationship Banker, Burlington, MA

Santander Bank