Sales and Service Banker

About the role

The Sales and Service Banker acts as a trusted advisor for customers at a Santander branch in Falmouth, MA. The role focuses on building long‑lasting relationships, understanding financial needs, and delivering tailored banking, lending, and investment solutions while providing exceptional service.

Key responsibilities

• Serve customers as a trusted advisor, offering personalized banking, lending and investment solutions.
• Process teller transactions accurately, including deposits, withdrawals, transfers and cash handling.
• Identify cross‑sell opportunities and refer customers to appropriate products and partners.
• Educate customers on digital banking tools and self‑service options.
• Collaborate with branch teammates to achieve sales targets and overall branch performance.
• Maintain compliance with regulatory requirements, internal policies, risk and fraud‑defense standards.
• Assist with custodial duties, audits and other operational tasks as needed.
• Provide support to nearby branch locations when business needs require.

Required profile

• Strong interpersonal skills with the ability to build and maintain client relationships.
• Proactive, customer‑focused attitude and ability to resolve issues promptly.
• Clear communication skills in person, over the phone, and through digital channels.
• Attention to detail for accurate cash handling and transaction processing.
• Commitment to compliance, risk management and fraud prevention.

Required skills