Senior Relationship Banker, Pelham, NH

Santander Bank - Pelham, AL

Full-time - Mid Level

Pelham, AL

Credit Intermediation and Related Activities

About the position

The Senior Relationship Banker role at Santander in Pelham, NH focuses on managing client relationships, attracting new clients, and strengthening existing ones. The position involves maximizing cross-sales opportunities, providing tailored financial solutions, and ensuring exceptional customer service. The banker will independently manage a portfolio of high-value consumer clients and small business customers, contributing to the achievement of sales targets while ensuring compliance with bank policies and regulations.

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 articulate the benefits that will help customers based on their needs.
• 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 when appropriate.
• Participate 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.

Requirements

• Bachelor's Degree in Business Management, Finance, or equivalent field.
• 5+ years of 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.
• Strong financial acumen and 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.

Benefits

• Competitive salary based on experience and skills.
• Opportunities for professional development and career growth.
• Diversity and inclusion initiatives within the workplace.