Banco de Talentos - Assessor de Invest at Santander

Evergreen, Colorado, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Finance, InvestmentsIndustries

Requirements

Completion of Higher Education (Ensino Superior Completo)
Proficiency in Microsoft Office Suite
CEA Certification (Certificação CEA)
Experience in the financial market (Experiência no Mercado financeiro)

Responsibilities

Suggest investment solutions aligned with each client's investment profile
Ensure the quality and satisfaction of client service regarding investment topics
Prospect for new investment resources and retain existing investments within client portfolios through consultative sales
Diversify clients' investment product portfolios to meet their needs
Act as a hunter, identifying and introducing new investor clients to open accounts through Santander agencies or digital channels
Conduct in-person visits with existing clients at Santander branches or other locations (at least 3-4 visits per week) and/or attend events (potentially requiring travel)

Skills

Key technologies and capabilities for this role

Microsoft Office SuiteCEA CertificationInvestment RecommendationsClient ProspectingConsultative SalesPortfolio DiversificationClient Relationship Management

Questions & Answers

Common questions about this position

Is this position remote or onsite?

The position is onsite with potential for travel, including in-person client visits at Santander branches or other locations at least 3-4 times per week.

What certifications are required for this role?

CEA Certification (Certificação CEA) is required, along with completion of Higher Education, proficiency in Microsoft Office Suite, and experience in the financial market.

What is the salary for this position?

This information is not specified in the job description.

What is the company culture like at Santander?

The company values diversity, a horizontal organizational structure, and a culture of innovation, with core values including Think Customer, Embrace Change, Act Now, Move Together, and Speak Up.

What makes a strong candidate for this Assessor de Invest role?

Strong candidates will have Higher Education completed, CEA Certification, proficiency in Microsoft Office, financial market experience, and a proactive 'hunter' mindset for client acquisition and consultative sales.

Santander

Provides banking, investment, and insurance services

About Santander

Santander Bank provides a variety of financial services to individuals, small businesses, and large corporations in the United States. Its offerings include savings and checking accounts, loans, credit cards, and investment products. The bank also has specialized services through Santander Investment Services and insurance products via Santander Securities LLC. Santander stands out from its competitors by focusing on community growth, committing $13.6 billion to support initiatives like the 'Cultivate Small Business' program, which aids early-stage entrepreneurs, especially from underrepresented groups. The bank generates revenue through interest on loans, service fees, and commissions, while promoting responsible banking practices and financial education. Santander's goal is to empower individuals and businesses, enhance community prosperity, and provide comprehensive financial solutions.

Boston, MassachusettsHeadquarters

1902Year Founded

$75MTotal Funding

POST_IPO_DEBTCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health, dental, & vision

401k

Flexible PTO

Parental & sick leave

Discounts: technology, travel, auto, fitness, & tuition

Risks

ISO 20022 transition may challenge smaller business partners.

'Quishing' attacks pose a growing threat to consumer security.

Openbank faces competition in the U.S. high-yield savings market.

Differentiation

Santander's Openbank offers a 5.00% APY high-yield savings account nationwide.

The bank's Inclusive Communities Plan pledges $13.6 billion for community initiatives.

Santander's ISO 20022 adoption enhances operational efficiency and data management.

Upsides

Openbank's high-yield savings account attracts more U.S. customers.

Santander's renewable energy financing highlights commitment to sustainable investments.

Proactive cybersecurity measures enhance customer trust and protect digital assets.

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