Sales and Service Banker, Billerica, MA
$34,500–$34,500 year
On-siteBillerica, Massachusetts, United States
Job Summary
Conduct teller transactions including deposits, withdrawals, and transfers while processing cash and maintaining accurate drawer balances. Proactively engage customers to build relationships, identify cross-sell opportunities for banking, lending, and investment products, and resolve issues through in-person, phone, or digital channels. Collaborate with team members to drive branch sales targets, support nearby locations as needed, and ensure compliance with regulatory requirements and fraud defense protocols. Handle custodianship, audits, and operational tasks while educating clients on self-service options. Work branch hours that may include weekends and evenings.
Required Qualifications
- High school diploma, or GED
- Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education
- 12+ Months Experience selling products and/or services
- 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results
- 6+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role
- District Executive, District Operations Manager and Region President endorsement of performance
- 6+ Months Customer service experience within a high volume, fast paced and constantly changing environment
- 6+ Months Cash handling experience
- Ability to work branch hours, which can include weekends and evenings
- Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment
Desired Qualifications
- Established relationship-building skills with a focus on customer experience and loyalty
- Excellent customer service skills and a passion for helping others
- Ability to learn and apply sales techniques to recommend products and services that meet customer needs
- Experience in cross-selling products and services
- Ability to work collaboratively in a team-oriented environment
- Excellent communication, consultative and influence skills both verbal and written
- Ability to display a credible, trustworthy, and professional image at all times
- Proficient in using digital tools and technology to enhance customer engagement
- Ability to follow directions, policies, and procedures
- Ability to identify and escalate concerns of risk to appropriate channels
- Understands the necessity and value of accuracy and attention to detail
- Ability to work in a fast-paced environment and manage multiple priorities
- Computer proficiency and basic math skills
- Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education
- Experience in Microsoft Office products
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.