Santander Bank, NA Universal Banker-Amboy Road, Staten Island East, NY in Staten Island, New York

Universal Banker-Amboy Road, Staten Island East, NY - 1705796

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Description

As a member of Santander’s retail banking division you’ll help serve Santander’s retail and small business customers as part of one of the top banks in the United States based on deposits. With principal presence in the northeast U.S., Santander’s retail division offers consumer and lending products to help our customers reach their financial goals. Santander currently serves nearly 2 million retail customers and 5.2% of the 2.7 million small businesses in the US footprint have a transactional account with Santander Bank.

Responsibilities:

  • Responsible for total customer satisfaction by meeting all the financial needs of a customer: product, servicing, and transactional

  • Identifies the financial needs of the customer at the transaction window, platform desk, in the lobby or during out of the branch sales activities depending on branch needs and customer volume. Acts as a role model and leader in meeting and exceeding all assigned sales, customer service, and sales activity goals by executing a model branch day schedule that includes outbound phone contact to customers and prospects, in branch and out of branch sales activities, as well as other sales activities as directed

  • Leads branch sales meetings and direct branch sales activities in the absence of the Branch Manager

  • Follows Santander’s prescribed service behaviors and structured sales process; the Universal Banker acquires and maintains customer relationships over the entire lifecycle of the customer by identifying and understanding the financial needs of a customer or prospect

  • Recommends appropriate solutions to meet customer needs and provides excellent customer service

  • Leads by example in all customer interactions, developing and deepening customer relationships by providing outstanding customer service following specific service behaviors, demonstrating ownership and resolving customer problems efficiently, and by turning servicing requests and routine transactions into sales opportunities.

  • Performs all sales, servicing and banking transactions accurately; following all compliance and security procedures, and will balance cash drawer within balancing guidelines.

  • Provides leadership and models sales behaviors that produce strong results.

  • Assists in training and mentoring new Universal Bankers.

  • Meets and exceeds sales goals by determining the financial needs of each customer, matches this to the appropriate bank product or service and delivers the product or service in a manner which satisfies the customer

  • Meets and exceeds all sales goals by following a prescribed sales and service process during any customer interactions at desk, at transaction window, or in branch lobby.

  • Actively participates in all branch sales and marketing activities

  • Provides outstanding customer service by following a prescribed service behaviors

  • Complies with all of Santander’s policy and procedures, audit, regulatory, security and Branch Look & Feel protocol

  • Processes loan applications and closes loans according to guidelines

  • Provides outstanding customer service by following a prescribed service behaviors

  • Complies with all of Santander’s policy and procedures, audit, regulatory, security and Branch Look & Feel protocol

  • Processes loan applications and closes loans according to guidelines

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Qualifications

Qualifications

  • At least 6 months cash handling experience

  • Proven ability to meet and exceed sales goals with at least 2 years of sales and referral experience in a goal or incentive-based environment

  • At least 2 years customer service experience

  • At Least 2 Years License/Certification: Life and/or Series 6 & 63 licenses

  • Specialized Knowledge Ability to juggle multiple priorities with clear direction from supervisor Ability to lead a project or special meeting

  • Ability to train and mentor other Universal Bankers Attention to detail, problem solving, and the ability to be pro-active

  • Effective in operating in a structured environment by independently following prescribed daily sales routines

  • Exceptional Customer Service Skills

  • Exceptional computer knowledge and Windows skills required.

  • Leadership in achieving sales results

  • Skilled in engaging customers/prospects in a sales conversation and optimizing sales opportunities

  • Strong ability to comply with policies and procedures

  • Strong ability to generate new business by outbound calling, generating referrals, and by reaching out to the local community

  • Strong interpersonal, communication, and organizational skills

  • Strong knowledge of all products and services

  • Strong sales skills

  • 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.

Job : Retail Products Branch
Primary Location : New York-Staten Island
Schedule : Full-time
Job Posting : Jul 12, 2017, 6:51:41 PM

AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO