Universal Banker, Doylestown, PA


a member of Santander???s retail banking division you???ll help serve Santander???s
retail and small business customers as part of one of the top banks in the
United States based on deposits. With principal presence in the northeast U.S.,
Santander???s retail division offers consumer and lending products to help our
customers reach their financial goals. Santander currently serves nearly 2
million retail customers and 5.2% of the 2.7 million small businesses in the US
footprint have a transactional account with Santander Bank.




  • Accountable
    to meet all assigned customer service and sales activity goals by executing a
    model branch day plan that includes outbound phone contact to customers and prospects,
    in branch and out of branch sales activities, as well as other sales activities

  • Acquire
    and maintains customer relationships over the entire lifecycle of the customer
    by identifying and understanding the financial needs of a customer or prospect

  • Act
    as primary customer contact position in a Santander branch

  • Develop
    and deepen customer relationships by demonstrating ownership and resolving
    customer problems efficiently, and by turning servicing requests and routine
    transactions into sales opportunities

  • Ensure
    error free and accurate completion of all customer requests including\: account
    openings, loan applications, servicing requests, loan closings, and routine
    bank transactions

  • Execute
    all sales, servicing and banking transactions accurately; following all
    compliance and security procedures, and will balance cash drawer within
    balancing guidelines

  • Gain
    in depth knowledge of the different banking channels and promote opportunities
    to introduce the multichannel customer to these capabilities

  • Identify
    the financial needs of the customer at the transaction window, platform desk,
    in the lobby or during out of the branch sales activities depending on branch needs
    and customer volume

  • Recommend
    appropriate solutions to meet customer needs and provides excellent customer service
    including referrals to a specialist who can assist in meeting a specific need

  • Responsible
    for total customer satisfaction by meeting all the financial needs of a
    customer\: product, servicing, and transactional


  • At least
    6 months cash handling experience

  • At
    least 2 years of sales or referral experience in a goal or incentive-based

  • At
    least 2 years of customer service 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 supervisor

  • 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

  • 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

  • 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. In order to be
    eligible for this position you must have a valid US Social Security at the time
    of application.


Santander, we value and respect differences in our workforce and strive to
increase the diversity of our teams.? We
actively encourage everyone to apply.

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