Sales and Service Banker, West Caldwell, NJ
$34,500–$34,500 year
On-siteWest Caldwell, New Jersey, United States
Job Summary
Conduct teller transactions including deposits, withdrawals, and transfers while ensuring accuracy and handling cash to maintain drawer balances. Proactively engage customers to understand financial needs, identify cross-sell opportunities, and deliver tailored solutions for banking, lending, and investment products. Resolve issues, educate clients on digital tools, and collaborate with team members to drive branch sales targets and achieve overall performance goals. Ensure compliance with regulatory requirements, risk management policies, and fraud defense protocols while maintaining an elevated customer experience.
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
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