At a Glance
- Tasks: Build strong relationships with customers while providing tailored banking solutions.
- Company: Join a leading financial services innovator focused on customer-centric transformation.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for personal growth.
- Other info: Dynamic work environment with opportunities for career advancement.
- Why this job: Make a real impact by helping customers achieve their financial goals.
- Qualifications: Customer service experience and a passion for helping others are essential.
The predicted salary is between 34500 - 53000 £ per year.
The Sales and Service Banker serves as a trusted advisor to customers with a focus on building strong, long-lasting relationships by understanding their financial needs and goals.
This role involves providing tailored solutions for banking, lending, and investment products while delivering exceptional customer service, minimizing risk and defending against fraud.
Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools.
Collaborating with team members to drive branch sales targets and contribute to the overall success of the bank.
- Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
- Identify opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals.
- Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
- Collaborate with team members and partners to achieve branch goals and drive overall performance.
- Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
- Foster customer loyalty by addressing concerns and providing timely resolutions.
- Engage customers with digital platforms to enhance customer interactions and educate them on self-service options.
- Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
- Perform teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency.
- Handle cash and maintain accurate cash drawer balances.
- Assist with custodianship, audits, and other operational tasks.
- Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
- Time allocated to each core responsibility may vary depending on the branch needs.
- Responsibilities may extend to supporting nearby branch locations based on business necessity.
What You Bring
- High school diploma or GED: - Required
- Bachelor's
Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred, 12+ Months Experience selling products and/or services - Required. (OR)
- 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 - Required. (OR)
- 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 - Required. (AND)
- 6+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. (AND)
- 6+ Months Cash handling experience - Required.
- 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 escalation 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.
- Ability to work branch hours, which can include weekends and evenings.
Certifications
- No Certifications listed for this job.
It Would Be Nice For You To Have
- Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
- Experience in Microsoft Office products.
Work Authorization & Sponsorship
Applicants must be legally authorized to work in the United States on a full‑time basis without requiring employer sponsorship to commence employment.
Santander is a global leader and innovator in the financial services industry and is evolving from a high‑impact brand into a technology‑driven organization.
Our people are at the heart of this journey and together, we are driving a customer‑centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible.
This is more than a strategic shift.
It’s a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make
The base pay range for this position is posted below and represents the annualized salary range.
For hourly positions (non‑exempt), the annual range is based on a 40‑hour work week.
The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
- Base
- Pay
- Range: Minimum: $34,500.00 USD Maximum: $53,000.00 USD
- Value
- Your
Impact: Your contribution matters and it’s recognized.
You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver.
We know rewards go beyond numbers.
Offering more than just a paycheck our benefits are designed to support you, your family and your well‑being, now and into the future.
Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement: At Santander, we value and respect differences in our workforce.
We actively encourage everyone to apply.
Santander is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working
Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role.
Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer
Rights: This job description does not list all of the job duties of the job.
You may be asked by your supervisors or managers to perform other duties.
You may be evaluated in part based on your performance of the tasks listed in this job description.
The employer has the right to revise this job description at any time.
This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
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Sales and Service Banker employer: Santander View All Jobs
Santander is an exceptional employer that prioritises the growth and well-being of its employees, offering a dynamic work environment where innovation and collaboration thrive. With a strong commitment to employee development, competitive benefits, and a focus on community engagement, working as a Customer Experience Executive at Santander not only allows you to make a meaningful impact on customers but also provides ample opportunities for personal and professional advancement. Join us in shaping the future of banking while enjoying a supportive culture that values your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Sales and Service Banker
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Santander View All Jobs. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Sales and Service Banker
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Santander View All Jobs.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Santander View All Jobs's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Santander View All Jobs
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Santander View All Jobs.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Santander View All Jobs will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Santander View All Jobs employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.