At a Glance
- Tasks: Build strong customer relationships and provide tailored banking solutions.
- Company: Join Santander, a global leader in financial services with a tech-driven approach.
- Benefits: Competitive pay, career growth, and a supportive team environment.
- Other info: Dynamic role with opportunities to learn and grow in a fast-paced environment.
- Why this job: Make a real difference in customers' financial lives while developing your skills.
- Qualifications: Customer service experience and a passion for helping others are essential.
The predicted salary is between 29700 - 36300 £ per year.
- Sales and Service Banker, Swansea, MA
- Country: United States of America
It Starts Here
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 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
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, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
- High school diploma, GED: or equivalent - Required
- Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred
Qualifications
- 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 elevate concerns of risk to appropriate channels.
- Understands the necessity and value of accuracy and attention to detail.
- Ability to work in a fast-
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Sales and Service Banker, Swansea, MA employer: Santander
Santander UK is an exceptional employer, offering a dynamic work environment in Milton Keynes where innovation and collaboration thrive. With a strong focus on employee growth, competitive benefits including a generous holiday allowance, private medical insurance, and opportunities for global career advancement, Santander empowers its team to make a meaningful impact while enjoying a supportive and inclusive culture.
StudySmarter Expert Advice🤫
We think this is how you could land Sales and Service Banker, Swansea, MA
✨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. 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, Swansea, MA
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.
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'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
✨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.
✨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 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 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.
