Relationship Banker – Boston Branch

About the role

As a Relationship Banker at Santander's Causeway Street branch in Boston, you will act as a trusted financial advisor, helping customers achieve their financial goals through personalized banking solutions. You will deliver exceptional service, promote digital banking tools, and contribute to the branch’s sales targets.

Key responsibilities

• Achieve or exceed sales targets by cross‑selling banking, lending, and investment products.
• Develop and maintain strong relationships with existing and prospective clients.
• Prospect new customers through networking, referrals, lead calling, and community engagement.
• Provide transactional, servicing, and product support to meet customers’ financial needs.
• Deliver an elevated, personalized customer experience across all channels.
• Address customer concerns promptly to foster loyalty.
• Educate customers on digital platforms and self‑service options.
• Ensure compliance with regulatory requirements and internal risk policies.
• Collaborate with team members to meet branch goals and support nearby locations as needed.

Required profile

• Strong interpersonal and communication skills.
• Ability to meet sales and performance targets.
• Customer‑focused mindset with a commitment to service excellence.
• Knowledge of banking products and regulatory compliance.
• Team player who can collaborate effectively.

Required skills