Santander Bank, NA Select Banker, New Monmouth Road, Middletown ,NJ in Middletown, New Jersey

Select Banker, New Monmouth Road, Middletown ,NJ - 1807983



The Sr. Specialist, Select Banker - Hybrid provides support and Banking services to a small portfolio of highly affluent Bank customers, and delivers an exceptional level of customer service through proactive management of issues and requests.


  • Actively monitors industry and company specific developments, including technology trends and identifies business opportunities for clients

  • Conducts customer meetings to effectively uncover Banking service needs and provide relevant solutions

  • Cross-sells Santander's products and services including Deposit, Credit, Investment and Insurance products through outreach and appointment banking

  • Develops and maintains relationships with clients and internal business partners to increase cross-sell opportunities and achieve sales goals

  • Leverages lead sources and actively engages in outreach efforts focused on acquiring new High Value clients via lead lists, internal and external referrals, and prospecting

  • Manages a small portfolio of High Value clients and strives to deepen, retain, and improve the profitability of these relationships

  • On-boards new clients and opens accounts

  • Supports and maintains a robust risk control environment

  • Ensures activities are within guidelines and policies, covering market, operational, credit, conduct and regulatory risks.



  • Bachelor's Degree in Business Administration or equivalent field or equivalent work experience

  • 5-9 years of experience in financial services including developing current and new client relationships, achieving sales goals and building referral sources

  • FINRA Series 7 and 66 or equivalent FINRA exams

  • Ability to attain personal satisfaction by contributing to the achievement of client's personal financial goals

  • Ability to build and execute successful sales plans

  • Ability to profile clients, identify their needs and offer them the right strategy by leveraging partnerships with a team of specialists

  • Ability to work in a team environment

  • Comfortable using, advising on, and engaging customers in digital and other innovative forms of banking

  • Demonstrated ability to successfully deepen and retain customer relationships, with proven historical performance

  • Driven to resolve banking client issues to provide a higher level of client satisfaction

  • Excellent communication skills

  • Excellent leadership skills

  • Excellent understanding of brokerage and insurance products

  • Excellent understanding of business services including retirement plans, business banking solutions, insurance and succession planning

  • Excellent understanding of personal trust and investment management

  • Experience conducting consultative conversations in person & on the phone with proven close rates through a needs-based sales approach

  • Familiarity with sophisticated banking services and products appropriate for high net worth clients

  • Goal oriented

  • Highly specialized and detailed level of deposit, loan (including mortgage) and banking services knowledge

  • Outstanding sales, interpersonal and communication skills

  • Proficiency in sales and service techniques, including tele-consulting, prospecting and networking

  • Strong PC and internal Bank systems skills

  • Strong financial acumen, general knowledge of commercial lending to small businesses

  • Strong interpersonal skills with ability to establish credibility and rapport, excellent client contact skills

  • Strong time management skills

  • Understanding of Compensation Requirements under the Truth-in-Lending Act (LO Comp Rule) effective January 1st 2014

  • Minimal physical effort such as sitting, standing, and walking.

  • Addresses customer’s requests, ensures concerns are recorded accurately and action is initiated appropriately

  • Makes extra effort to satisfy customer’s needs and meet commitments

  • Assesses problem situations and initiates effective interventions that result in customer satisfaction

  • Takes time to develop and maintain relationships with customers

  • Builds and maintains one’s network of contacts and resources and knows who to involve in problem resolution

  • Communicates in a timely and straightforward manner

  • Probes for additional information, clarifies assumptions and confirms agreed-upon actions

  • Keeps everyone involved informed about progress and issues

  • Knows who to reach out to inside and outside of one’s team to get work done

  • Takes action to enhance working relationships needed to achieve seamless work flow

  • Organizes and prioritizes workload and tasks for oneself and team members

  • Actively plans ahead for routine and cyclical work

  • Stays current with industry and regulatory trends and emerging risk issues

  • Has good understanding of current market and competitive landscape that the organization operates within

  • Understands the relevant products and services and the markets in which they are sold and their risk return to the organization

  • Can identify and speak to major operational issues across the organization

  • In compliance with the requirements outlined within the Compensation Requirements under the Truth-in-Lending Act (LO Comp Rule) effective January 1st 2014; Santander Bank will now perform a credit check as part of, and in addition to, the existing background check for all positions where one must perform job functions of a loan originator as defined by the LO Comp Rule

At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply .

Job : Relationship Management
Primary Location : New Jersey-Middletown-1215 NJ-35 - 00101 - New Monmouth Rd - Branch


Organization : Consumer & Business Banking (1001)
Schedule : Full-time
Job Posting : Jan 2, 2019, 4:12:27 PM