James Smith
Client Relationship Leader | Retail Banking Operations | Portfolio Management | Financial Services & Business Banking | Drives profitable business strategies and optimizes customer experiences.
- Role
- Senior Consumer and Business Relationship Banker at Santander Us
- Location
- Salem, MA, US
- LinkedIn followers
- 500 followers
About James Smith
Client-focused and relationship-driven leader with a passion for helping people—whether…
Experience
Senior Consumer and Business Relationship Banker
Sep 2024 — Present · Manchester-by-the-Sea, MA, US
I manage and grow a high-value portfolio of business accounts, conducting proactiveengagement through in-branch interactions, outreach and collaborating with internal partnersto acquire and retain customers. I prospect and onboard high-net-worth clients, open newbusiness and consumer accounts and Business Lines of Credit (BLOC), and cross-sell additionalfinancial products, including private client and investment services. I use a consultativeapproach to offer solutions that help clients manage accounts, coordinate services and achievetheir financial goals. Support branch operations by serving as assistant branch manager as needed, and represents the bank at civic and community events to enhance visibility,strengthen engagement and build new business. I employ strategic relationship managementskills and consistently deliver exceptional client experiences while exceeding sales goals.Highlights include: Securing new deposits from existing customers by establishing trust and deliveringexceptional service. Consistently achieving 100% CSAT scores on customer surveys, reflecting serviceexcellence while strengthening client loyalty and elevating branch reputation.
Education
Tallahassee Community College
Associate's degree
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