Senior Relationship Banker, Richmond Road Branch, Staten Island, NY
Core
Manage and grow a portfolio of high-value consumer and small business clients by attracting new clients, retaining existing ones, and maximizing cross-sales opportunities.
Role type
Senior Relationship Banker (Licensed)
Builds
Consumer and small business banking products and lending solutions
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
client portfolio management, cross-selling, customer profiling, needs-based solutioning, regulatory compliance, risk identification, consultative selling, digital engagement tools
Preferred skills
Bachelor's degree in related field, Licensed Banker certification, Microsoft Office proficiency
Technologies
digital platforms, self-service options, Microsoft Office products
Responsibilities
independently manage a portfolio of high-value consumer and small business clients, proactively deepen relationships through early engagement calls and regular outreach, articulate benefits of Santander products based on customer needs, assess customer needs to achieve financial goals, recommend and deliver needs-based solutions, collaborate with team members and partners to achieve branch goals, ensure an elevated customer experience, engage customers through digital platforms, employ critical thinking to address client inquiries, ensure compliance with regulatory requirements, support nearby branch locations based on business necessity
Seniority
Senior, hands-on IC
