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Personal Banking Representative North Waltham MA

Location
Waltham, MA, United States

Posted on
Feb 15, 2020

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Personal Banking Representative, North Waltham, MA-2000754DescriptionAs 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 Senior Specialist, Personal Banker serves as the primary branch resource for sales opportunities, new product account openings and referrals and is responsible for developing and maintaining business customer relationships. S/he will identify the short and long term financial needs of both consumer and business customers by utilizing a needs and consultative based approach.ResponsibilitiesEvaluates and determines the financial needs of each customer, matches this to the appropriate Santander product or service and delivers the product or service in a manner which satisfies the customerExpands and retains customer relationships, actively cross sells and resolves customer problems quickly and efficiently under the direction of the Branch ManagerS/he meets all goals and actively participates in all sales activities in the BranchHelps with escalated service issuesMaintains accurate sales records and regularly reviews sales results with Branch Manager and prepares an action plan taking appropriate steps to meet/exceed sales objectivesPromotes and cross sells products and services based on customer need: guiding and directing customers in the selection of products, effectively utilizing sales, customer profiling and customer service skills to make significant contributions towards meeting individual and branch goalsRefer customers to business partners when applicableServes as the primary branch resource for sales opportunities, new product account openings and referrals, actively selling Bank products and servicesQualificationsBachelor's Degree, or equivalent work experience 3-5 years in same or similar roleAbility to effectively ask questions and identify needs to enhance the customer relationshipAbility to handle confidential and sensitive informationAbility to operate independently in a fluid, dynamic high growth oriented environment and embrace changeAbility to problem solve and provide solutions to customer issuesProficient financial skill setStrong interpersonal skills; demonstration of poise, composure and confidence in front of clients and Bank senior managementStrong listening and customer service skillsStrong understanding of financial products and servicesMinimal physical effort such as sitting, standing, and walkingAccurately identifies resource requirements to solve basic problemsCommunicates clearly and preciselyListens carefully and asks questions to clarify understandingKnows who the organization’s key customers and competitors areHas basic understanding of financial services industry and how organizations operateLearns about and diligently follows established risk management policies, processes and proceduresLearns new methods and procedures or modifies them to meet new standards Is positive about new approaches and methods resulting from changeMaintains professional behavior at all times in representing the companyDoes all routine work accurately and on-time; is aware of own impact on othersResponds promptly to customer inquiriesTakes responsibility for issues and, with assistance, works to find a solutionWorks effectively in team settingsShows appreciation for others' help and lends a hand when needed to complete shared tasksAt 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 ManagementPrimary Location:Massachusetts-Waltham-1045 Trapelo Road - 00297 - North Waltham - BranchOrganization:Consumer & Business Banking (1001)Schedule:Full-timeJob Posting:Feb 14, 2020, 3:23:08 PM,identifier:2000754,industry:Massachusetts-Waltham-1045 Trapelo Road - 00297 - North Waltham - Branch,title:Personal Banking Representative, North Waltham, MA,url:****Bank},jobLocation:{@type:Place,address:{@type:PostalAddress,addressLocality:Waltham,addressRegion:Massachusetts,addressCountry:United States,streetAddress:1045 Trapelo Road,postalCode:00297}}}

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