Consumer and Business Banking Senior Relationship Banker, Acton, MA
Core
Manage and grow a portfolio of high-value consumer and small business clients by delivering personalized banking solutions and cross-selling products.
Role type
Senior Relationship Banker
Builds
Consumer and small business banking products and services
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
client portfolio management, cross-selling, customer profiling, needs assessment, regulatory compliance, digital platform engagement, problem resolution
Preferred skills
Bachelor's degree, Microsoft Office proficiency
Technologies
Digital platforms, Microsoft Office
Responsibilities
Manage a portfolio of high-value consumer and small business clients, deepen relationships through proactive outreach, articulate benefits of Santander products, assess customer needs to achieve financial goals, recommend needs-based solutions, collaborate with partners to achieve branch goals, ensure compliance with risk and fraud policies, engage customers via digital channels.
Seniority
Senior, hands-on IC