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Santander

Global retail and commercial banking group

Work Café Relationship Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeBrooklyn, NY, USA$38.3k - $61k /yrIn-person

About the Job

Requirements

  • An associate’s degree in a related field, or equivalent demonstrated through a combination of work experience, training, military service, or education, is required.
  • At least 3 years of demonstrated success in outbound calling and prospecting is required.
  • At least 2 years in a financial services sales position is required.
  • The ability to develop and deepen customer relationships to optimize business opportunities is required.
  • The ability to generate new business through prospecting and business development activities is required.
  • Strong knowledge of consumer and business banking products and services is required.
  • The ability to promote digital engagement and proficiency with customers and prospects is required.
  • The ability to comply with policies and procedures is required.
  • A proactive approach, attention to detail, and problem-solving abilities are required.
  • Interpersonal skills to consult with customers and address concerns are required.
  • Verbal and written communication skills are required.
  • Extensive knowledge of relationship management is required.
  • Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
  • Frequent sitting, standing, and walking are required; occasional moving and lifting of light equipment or furniture may be required depending on location.

Responsibilities

  • Serve as a primary resource for sales opportunities, new product account openings, referrals, and the development and maintenance of business customer relationships.
  • Identify the short- and long-term financial needs of consumer and business customers using a needs-based, consultative approach.
  • Take personal responsibility for achieving Work Café customer satisfaction expectations and building customer loyalty.
  • Educate and engage customers in conversations about current and future financial needs, and turn service requests and routine transactions into sales opportunities.
  • Develop and deepen customer relationships through outbound sales activities.
  • Promote and cross-sell products and services based on customer needs, using sales, customer profiling, and customer service skills to contribute toward individual and team goals.
  • Leverage and promote Work Café services, including co-working, meeting facilities, and events.
  • Promote Work Café programming and events in the community through direct business-to-business engagement, and use those relationships to inform and develop future offerings in the space.
  • Encourage customers to adopt digital channels by explaining the benefits of available alternatives.
  • Complete customer requests accurately, including account openings, loan applications, service requests, and routine bank transactions.
  • Process routine customer banking transactions when needed and as dictated by Work Café traffic.
  • Follow compliance and security procedures.

Desired Qualifications

  • At least 2 years in a business banking relationship role is preferred.
  • An established work history or equivalent demonstrated through a combination of work experience, training, military service, or education is desirable.

About the Company

Santander

Global retail and commercial banking group

Santander is a global bank focusing on retail and commercial banking in Europe and the Americas, serving individuals and SMEs with regional franchises and a broad consumer finance arm, plus a Corporate & Investment Banking division for multinational clients. It uses its Gravity cloud platform to migrate core banking and rapidly deploy digital services such as Openbank across markets, combining fintech-style agility with a bank's balance sheet. The bank differentiates itself by marrying a large retail footprint with global CIB capabilities under the One Santander verticals model to boost efficiency and cross-border revenue. Its goals include improving returns on tangible equity and financing the green economy through sustainable finance and renewable energy projects.

Company size
10,001+
Company stage
IPO
Headquarters
Boadilla del Monte, Spain
Founded
1902

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