Universal Banker, Weymouth, MA

Company: Santander Holdings USA Inc
Location: Weymouth
Posted on: September 9, 2020

Job Description:

Universal Banker, Weymouth, MA-----2002509--Description--The Specialist, Universal Banker supports Santander's retail banking division by serving our retail and small business clients. S/he is responsible for total customer satisfaction by meeting all the financial needs of a customer including product offerings, servicing, and through processing of routine teller/banking transactions. In addition, the Universal Banker recommends appropriate solutions to meet customer needs and provides excellent customer service including referrals to a specialist who can assist in meeting specific Banking needs -- Responsibilities --

• As one of the primary customer contact positions in a Santander branch, assists in maintaining customer relationships by identifying and understanding his or her financial needs.
• Develops and deepens customer relationships by demonstrating ownership and resolving customer problems efficiently, and by turning servicing requests and routine transactions into sales opportunities.
• Ensures error free and accurate completion of all customer requests including: account openings, loan applications, servicing requests, and routine bank transactions.
• Follows compliance and security procedures, and balances cash drawer within balancing guidelines.
• Identifies the financial needs of the customer at the transaction window and the platform desk.
• Educates and engages customers in conversations regarding their current and future financial needs.
• Promotes and cross sells products and services based on customer need: effectively utilizing sales, customer profiling and customer service skills to make contributions toward individual and branch goals.
• When needed, and as dictated by branch volume, processes routine customer banking (teller) transactions.
  --Qualifications--
  • Associate's Degree; in business or equivalent field or equivalent work experience
  • 0-3 year's customer service experience
  • 0-3 years' experience in a sales/referral position or in a goal or incentive-based environment.
  • At least 6 months cash handling experience
  • Ability to generate new business by outbound calling, generating referrals, and by reaching out to the local community
  • Ability to juggle multiple priorities with clear direction from supervision
  • 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
  • Knowledge of bank products & services
  • Skilled in engaging customers/prospects in a sales conversation and optimizing sales opportunities
  • Strong ability to comply with policies and procedures
  • Strong computer knowledge and Windows skills required
  • Strong customer service skills
  • Strong interpersonal, communication, and organizational skills
  • Strong sales skills
  • Minimal physical effort such as sitting, standing, and walking.
  • Defines issues accurately and identifies the critical components
  • Demonstrates the organizations customer service standards,
  • Displays a can-do attitude and willingness to learn
  • Proactively clarifies ones tasks and responsibilities
  • Has basic understanding of organizations flagship products and services
  • Can identify the risk return of products and services
  • Maintains professional behavior at all times in representing the company
  • Does all routine work accurately and on-time; is aware of own impact on others,
  • Openly and proactively shares information
  • Understands the central role the risk management function plays in the organization environment
  • Learns to identify and flag items non-compliant with regulations
  • Works effectively in team settings
  • Shows appreciation for others' help and lends a hand when needed to complete shared tasks -- 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.
    --Job:--Relationship Management--Primary Location:--Massachusetts-Weymouth-51 Pleasant Street - 00311 - Weymouth - Branch--Other Locations:--United States--Organization:--Consumer & Business Banking (1001)--Schedule:--Full-time--Job Posting:--Aug 28, 2020, 8:57:21 PM--

Keywords: Santander Holdings USA Inc, Weymouth , Universal Banker, Weymouth, MA, Other , Weymouth, Massachusetts