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Relationship Banker
1 month ago
Bank of America Cambridge, United StatesRelationship Banker - Harvard Square Financial Center · Cambridge, Massachusetts · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and ...
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Relationship Banker, Brookline, MA
1 week ago
Santander US Brookline, United StatesRelationship Banker, Brookline, MA · Brookline, United States of America · Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportuniti ...
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Relationship Banker I
3 weeks ago
USALLIANCE Financial Medford, United StatesLocation: · Please note this is a part-timerole that will include Saturdays – Medford, MA · About this role: · USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker I is responsible for the delivery of ...
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Relationship Banker
1 day ago
Winchester Savings Bank Woburn, United StatesJob Description · Job DescriptionDivision/Department · Retail Div. Head SVP Consumer and Bus Banking · Position Reports to · Branch Manager or Assistant Branch Manager · Date · 8/10/2023 · Type of position: · Full-time · Part-time · If PT, Avg Hours Varies______ · Seasonal/Satur ...
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Relationship Banker II
1 week ago
USALLIANCE Financial Medford, United StatesJob Description · Job DescriptionLocation: · Please note this is a full-time in person role – Medford, MA · About this role: · USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker II is responsible for t ...
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Relationship Banker, Somerville, MA
2 weeks ago
Santander US Somerville, United StatesRelationship Banker, Somerville, MA · Somerville, United States of America · Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportuni ...
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Relationship Banker
3 weeks ago
M&T Bank Wellesley, United StatesOverview: · Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch cust ...
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Relationship Banker
2 days ago
HarborOne Bank Quincy, United StatesOverview: · **Who We Are**: · For over a century, HarborOne's mission has not wavered, total commitment to our customers, our communities, and our colleagues. Founded in 1917 to serve the growing financial needs of our local communities, HarborOne continues to honor and embrace i ...
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Relationship Banker, South Boston, MA
17 hours ago
Santander Holdings USA Inc South Boston, United States Full timeRelationship Banker, South Boston, MASouth Boston, United States of AmericaIdentifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent ...
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Relationship Banker I
2 weeks ago
North Easton Savings Bank Brockton, United StatesJob Type · Full-time · Description · Our floatRelationship Banker I demonstrates a broad understanding of deposit and consumer loan products and services and is able to perform various duties related to the efficient account opening and accurately and efficiently processing cus ...
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Relationship Banker I
3 days ago
North Easton Savings Bank Whitman, United States Part timeJob Type · Part-time · Description · Our Whitman Washington Street branch is seeking an enthusiastic, customer centric part time (28 hours a week) Relationship Banker to join their team · The Relationship Banker demonstrates a broad understanding of deposit and consumer loan p ...
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Relationship Banker II
4 weeks ago
Regions Chelsea, United States Full timeThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
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Relationship Banker, Revere, Ma
17 hours ago
Santander Holdings USA Inc Revere, United States Full timeRelationship Banker, Revere, MaRevere, United States of AmericaUSA Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities throu ...
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Relationship Banker, Quincy, MA
1 week ago
Santander US Quincy, United StatesRelationship Banker, Quincy, MA · Quincy, United States of America · Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities thr ...
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Bilingual Relationship Banker
1 week ago
M&T Bank South Hamilton, United StatesOverview: · Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch cust ...
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Relationship Banker
2 weeks ago
Santander US Haverhill, United StatesRelationship Banker, Haverhill, MA · Haverhill, United States of America · USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new busi ...
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Relationship Banker, Somerville, Ma
5 days ago
Santander US Somerville, United StatesRelationship Banker, Somerville, MA · Somerville, United States of America · Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportuni ...
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Relationship Banker
1 week ago
Bank of America Lowell, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...
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Relationship Banker, Abington, MA
17 hours ago
Santander Holdings USA Inc Abington, United States Full timeRelationship Banker, Abington, MAAbington, United States of AmericaResponsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with ...
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Relationship Banker, Abington, MA
2 weeks ago
Santander US Abington, United StatesRelationship Banker, Abington, MA · Abington, United States of America · Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profilin ...
Relationship Banker, Brookline, MA - Santander
Description
Relationship Banker, Brookline, MA Country: United States of America Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products.
Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer services. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products.
Makes presentations to potential clients and contributes to the achievement of sales targets. Essential Functions/Responsibility Statements: Engages customers in the lobby to assist, educate and train on how to conduct simple transactions through self-service technologies. Attends and actively participates in weekly partnership meetings and joint calls with Branch partners.
Increases profitability by sourcing new customers, prospecting via outbound calling, receiving referrals from centers-of-influence, lobby engagement, and via branch partners. Uses Explore process to acquire and deepen existing relationships. Creates customized solutions for new and existing clients in order to help them achieve their financial goals Ensures customers/clients are connected to the appropriate partner to help them achieve their financial goals, ensuring all sales, service and specialized needs are met, and helping to drive overall revenue growth.
Proactively manages risk in every business, product and service transaction, leveraging available tools. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience in Business Management, Finance, or equivalent field. (Preferred)
Work Experience: Experience selling products and/or services in an incentive-based environment 3 +years (Required) Six months of cash handling experience 3+ years (Preferred) Skills and Abilities: Ability to identify specific knowledge, skills, and abilities necessary for satisfactory execution of the position's primary duties & responsibilities Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients Ability to service and transition to appropriate business partners for execution Excellent consultative skills Client prospecting and development, customer retention and needs analysis skills Excellent verbal communication and influence skills Ability to display a credible, trustworthy, and professional image at all times Experience conducting consultative conversations in person and on the phone with proven close rates through a needs-based sales approach Strong financial and business acumen Diversity & EEO Statements: 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. Santander is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown.
Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties.
You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
The Santander Effect Our work touches 140 million lives every day. How?
By always innovating, sharing our experiences, questioning how we do things and adapting to new challenges. As we keep reinventing ourselves for the digital age, you'll find that with us, even your smallest action will have a massive impact. That's the Santander Effect.
