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Personal Banking Representative
Banco Santander
Boston, MA, United States
Job Details - this job has expired, please see similar jobs below
Description
SB Specialist Candidate demonstrates a proven track record of developing and maintaining consumer and small business customer relationships by selling Bank products and providing world class service. Expands and retains customer relationships, actively cross sells and resolves customer problems quickly and efficiently with little directive or supervision. Meets all goals, actively participates in all sales activities in the Branch, and assists in coaching new PBRs and CSRs. May be asked to manage the Branch in the absence of the CBO. Establishes and maintains the bank's way as the singular priority in all activities.
Responsibilities
• All job duties are performed in compliance with applicable laws and regulations
• Business specialists will serve as the primary branch resource for inbound Small Business sales opportunities, new product account openings and referrals
• Proactive sales capacity will be split between consumer (75%) and Small Business (25%) activity
• Assists CBO and CSM in assuring that the physical security of the Branch is not compromised
• Helps PBRs and CSRs with escalated service issues
• Meets and exceeds personal sales goals and actively participates in all Branch sales marketing activities
• Opens new accounts with no errors
• Takes personal ownership of providing quality customer service by handling telephone and in bank inquiries which exceed customer expectations
• Actively sells Santander products and services
• Determines the financial needs of each customer, matches this to the appropriate Santander product or service and delivers the product or service in a manner which satisfies the customer
• Guides and directs customers in selection of products
• Processes loan applications and closes loans according to guidelines
Qualifications
• Twelve months experience as a PBR
• At least 1 year of experience
• Demonstrates an in-depth knowledge of all consumer and small business products and services
• 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
Employees desiring consideration should complete an online application, utilizing the appropriate process as subscribed by the posting entity. Employees should provide all pertinent information to support their candidacy. To be considered eligible for internal posting, Santander employees must meet all eligibility requirements.
• Completion of at least 12 months of continuous service within your current position; and
• Be in “Good Standing”
Please click here to see the full policy - https://tbcdn.talentbrew.com/company/1771/internal_v1_0/img/Internal-Selection-Process_SHUSA_Aug-2017.pdf
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.