Financial Specialist I - Wilmington
Sovereign Bank - Wilmington, MA

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This position is located at 280 Main Street Wilmington, MA 01887.

Job Duties

A dedicated resource that is responsible for acquiring new Mass Affluent customers and deepening relationships with existing customers.

New customers are sourced through prospecting, referrals from centers-of-influence as well as successfully leveraging internal and external partnerships.

Responsible for growing the profitability, relationship depth and retention of a portfolio of existing customers through telephone outreach and in-person appointments.

Determines and sells appropriate product and service solutions to meet all banking, borrowing, and investment needs of Mass Affluent prospects and customers by exploring needs, as well as providing outstanding customer service.

The Financial Specialist is based out of a branch, and will spend the majority of their time meeting with Mass Affluent prospects and existing customers in the branch or at their place of business.

While focused on acquiring and deepening Mass Affluent relationships, the Financial Specialist may need to participate in limited sales & service activities for non-Mass Affluent customers as required by their manager.

Reports to Branch Manager.

Manages a portfolio of Mass Affluent customers with responsibility to deepen, retain, and improve the profitability of these relationships.

Actively engages in outbound calling from a lead list.

Leverages other lead sources to supplement weekly outreach efforts.

Conducts customer appointments and engages in customer conversations following a prescribed sales process designed to effectively uncover customer needs and provide relevant customer solutions.

Reviews customer needs to pro-actively recommend and sell products or services to the customer and responds to all customer service inquiries and concerns to provide solutions.

Cross-sells all of Sovereign┬┐s products & services including Deposit, Credit, Investment and Insurance products through outreach and appointment banking.

Actively engages in customer outreach efforts focused on acquiring new Mass Affluent customers.

Outreach efforts will include but not limited to lead lists, internal and external referrals, prospecting, and referrals from centers-of-influence.

Develops and maintains relationships with business partners to increase cross-sell opportunities and achieve sales goals.


Education: Bachelors or Equivalent.
License/Certificates: Series 6, 63, and Life and Health
Experience - At least 1 to 3 Years experience in banking/financial services.

Minimum 2 years sales and portfolio/relationship management experience.

Ability to build and execute successful sales plans.

Demonstrated knowledge of products and services for core banking.

Excellent sales, prospecting, customer service and portfolio management skills.

Excellent verbal communication and influence skills.

Experience conducting consultative conversations in person and on the phone with proven close rates through a needs-based sales approach.

Exudes a credible, trustworthy, and professional image at all times.

Has a proven track record of acquiring and retaining Mass Affluent customer relationships by providing relevant solutions to meet customer needs.

Strong financial and business acumen.

Strong organizational and time management skills.

Contact Information

Reference job code 53425.


Performs job requirement/responsibilities in compliance with applicable laws and regulations

To express interest in and be considered for a position, please provide your background information and work experience by completing the employment application in its entirety. Incomplete information may result in rejection of your application from consideration.

About this company
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Santander Holdings USA is the parent company of Sovereign Bank, which reigns in the Northeast with more than 700 branch locations....