Banco de Talentos - Assessor de Invest - Indicação 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, Financial ServicesIndustries

Requirements

Ensino Superior Completo
Domínio com Pacote Office
Certificação CEA
Experiência no Mercado financeiro
Think Customer – Penso no Cliente
Embrace Change – Impulsiono a mudança
Act Now – Atuo com rapidez
Move Together – Trabalho em equipe
Speak Up – Falo abertamente

Responsibilities

Por meio da assessoria, sugerir soluções de investimentos de acordo com o perfil de investidor de cada Cliente
Garantir a qualidade e satisfação no atendimento ao cliente sobre o tema de Investimentos
Prospectar novos recursos e reter Investimentos da carteira atual, por meio das soluções e vendas consultivas, de acordo com o perfil investidor de cada cliente
Diversificar o portfólio de produtos de Investimentos dos clientes na sua carteira, visando atender suas necessidades
Atuar como hunter de novos Clientes Investidores, indicando-os para abertura de conta com a agência ou meios digitais
Atuação in loco com os Clientes de sua carteira, com visitas em agências Santander ou outros espaços de sua escolha (periodicidade de ao menos 3/4 períodos de visita na semana) e/ou eventos (ambos podem demandar viagens)

Skills

Key technologies and capabilities for this role

MS OfficeCEA CertificationFinancial MarketsInvestment AdvisoryClient ProspectingPortfolio ManagementConsultative SalesClient Relationship Management

Questions & Answers

Common questions about this position

What are the required qualifications for the Assessor de Investimentos role?

Candidates need a completed higher education degree, proficiency in the Office package, CEA certification, and experience in the financial market.

What does the work arrangement look like for this position?

The role requires in-person work with clients, including visits to Santander agencies or other chosen spaces at least 3-4 periods per week, and/or events, which may involve travel.

What is the salary for this position?

This information is not specified in the job description.

What values does Santander emphasize for this role?

The company values a culture of horizontal roles, diversity, customer thinking (Think Customer), embracing change, acting quickly (Act Now), teamwork (Move Together), and speaking openly (Speak Up).

What makes a strong candidate for this Assessor de Investimentos position?

Strong candidates have a passion for dealing with people, a desire to grow and learn, and align with values like customer focus, embracing change, quick action, teamwork, and open communication.

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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