
Job Information
Santander Relationship Banker in Hyannis, Massachusetts
Identifies & pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, & develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, & clients to determine dem&, future trends & potential projects. Works pre-developed lead lists to generate business & identify new customer prospects. Responsible for client relationships, including attracting & retaining new clients & 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 & administer services. Ensures customer questions & issues are answered correctly & efficiently by documenting & identifying trends in customer service needs. Resolves & oversees customer issues surrounding consulting, information, & software services, solutions & products. Makes presentations to potential clients & contributes to the achievement of sales targets. Engages customers in the lobby to assist, educate & train on how to conduct simple transactions through self-service technologies. Attends & actively participates in weekly partnership meetings & joint calls with Branch partners. Increases profitability by sourcing new customers, prospecting via outbound calling, receiving referrals from centers-of-influence, lobby engagement, & via branch partners. Uses Explore process to acquire & deepen existing relationships. Creates customized solutions for new & 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 & specialized needs are met, & helping to drive overall revenue growth. Proactively manages risk in every business, product & service transaction, leveraging available tools. Qualifications: 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, &/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor\'s Degree or equivalent work experience in Business Management, Finance, or equivalent field. (Preferred) Work Experience: Experience selling products &/or services in an incentive-based environment 3+ years (Required) Six months of cash handling (Preferred) Skills & Abilities: Ability to identify specific knowledge, skills, & abilities necessary for satisfactory execution of the position?s primary duties & responsibilities Portuguese language skills preferred Ability to build solid relationships with teammates, business partners & specialists by fostering teamwork, partnership & collaboration in a virtual or face-to-face environment Skilled at &/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, & building customer relationships based on mutual trust to optimize sales opportunities to new & existing customers/clients Ability to service & transition to appropriate business partners for execution Excellent consultative skills Client prospecting & development, customer retention & needs analysis skills Excellent verbal communication & influence skills Ability to display a credible, trustworthy, & professional image at all times Experience conducting consultative conversations in person & on the phone with proven close rates through a needs-based sales approach Strong financial & business acumen