Relationship Banker, Edison, NJ
Company: Santander Holdings USA Inc
Posted on: November 26, 2022
Relationship Banker, Edison, NJ
Country: United States of America
WHAT YOU WILL BE DOING
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:
Engages customers in the lobby to assist, educate and train on how
to conduct simple transactions through self-service
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
aquire 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
Proactively manages risk in every business, product and service
transaction, leveraging available tools.
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
Bachelor's Degree or equivalent work experience in Business
Management, Finance, or equivalent field. (Pref)
Experience selling products and/or services in an incentive based
environment 3-5 years (Req)
Six months of cash handling experience 3-5 years (Pref)
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
Excellent consultative skills
Client prospecting and development, customer retention and needs
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
Strong financial and business acumen
Diversity & EEO Statements: 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.
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.
Working Conditions: Frequent Minimal physical effort such as
sitting, standing and walking. Occassional 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: 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.
Primary Location: Edison, New Jersey, United States of America
Other Locations: New Jersey-Edison
Organization: Santander Bank N.A.
Keywords: Santander Holdings USA Inc, Paterson , Relationship Banker, Edison, NJ, Other , Hillburn, New Jersey
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