Relationship Banker, Wellesley, MA Country: Santander is a integral 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. Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers.
Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement.
Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.




Engage customers through 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.
Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
Collaborate with team members and partners to achieve branch goals and drive overall performance.
Responsibilities may extend to supporting nearby branch locations based on business necessity.
Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred
3+ Years Experience selling products and/or services in an incentive-based environment - Required. (12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with prove

📌 Private Banking Relationship Manager (España)
🏢 Santander
📍 España