Work Café Relationship Manager, Williamsburg, Brooklyn, NY
Core
Sr. Specialist driving sales opportunities, new account openings, and referrals for Santander's Work Café customers by identifying financial needs and cross-selling products.
Role type
Senior Specialist, Work Café Relationship Management
Builds
Consumer and business banking accounts, loan applications, and routine banking transactions for Work Café customers
Domain
Financial Services / Banking
Required skills
outbound calling and prospecting, financial services sales, business banking relationship management, customer relationship development, digital transformation promotion, compliance and security procedures
Preferred skills
business banking relationship role experience, generating new business through prospecting, strong knowledge of consumer and business banking products
Technologies
digital channels, alternative banking channels
Responsibilities
Identify short and long term financial needs of consumer and business customers, develop and maintain business customer relationships, promote and cross-sell products and services, process routine customer banking transactions, ensure error free completion of account openings and loan applications
Seniority
Senior, hands-on IC