Banquero Black at Santander

Monterrey, Nuevo Leon, Mexico

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Banca, Servicios FinancierosIndustries

Requirements

Knowledge of credit portfolio management, investment products, insurance, and commercial levers (portability, collectives, SME synergy, etc.)
Ability to manage investor profiles, client needs, and investment horizons
Capacity to plan weekly activities aligned with commercial systematics and priorities
Skills in executing daily calls and effective visits to prospects and clients
Full knowledge of their portfolio (100% within 1 year) through campaigns, investment variations, maturities, and commercial levers
Focus on Client Vision and Service Excellence, including budget monitoring and deviation correction
Management of top 250 Select clients in the branch
Proficiency in correctly completing contracts, account openings, UPLD formats, and attaching client documentation
Compliance with operational regulations (account openings, KYC, relevant operation detection, Opics operations, Investment Commercialization Model)
Experience in preventive follow-up for non-payment risks and collections (with specialization levels: SR for high concentration, Specialist for medium, JR for low)

Responsibilities

Maintain and increase profitability of credit and deposit portfolio through high-value products, insurance, and commercial levers, advancing daily commercial rhythms via campaigns and quotes
Manage deposit portfolio (variations and maturities) respecting client investor profiles, needs, and investment horizons
Work on client attraction campaigns using term investments, collectives, and portability
Plan weekly activities for daily management per commercial systematics, prioritizing current commercial focuses; contact clients and prospects to meet institutional commercial rhythms and objectives
Execute daily effective calls and visits to prospects and current clients
Manage portfolio with Client Vision and Service Excellence, tracking budgets to correct deviations impacting business objectives
Fill contracts for products/services correctly (especially account openings and UPLD formats), attach client documentation, and deliver to Branch Subdirector before formalizing
Exceed client expectations through Service Excellence, follow up on commitments, operations, movements, or queries to ensure long-term relationships; link and secure portfolio via targeted product/service sales for profitability
Provide preventive follow-up to clients showing non-payment risks and manage collections portfolio
Comply with institutional operational norms in account openings, client knowledge, relevant operations detection, etc., especially Opics operations and Investment Commercialization Model

Skills

Key technologies and capabilities for this role

Gestión de CarteraCréditoCaptaciónProductos FinancierosSegurosPortabilidadInversionesCampañas ComercialesCotizacionesGestión de ClientesExcelencia en ServicioUPLD

Questions & Answers

Common questions about this position

What is the employment type for the Banquero Black position?

The position is full-time employment.

Where is the Banquero Black role located?

The role is located in Mexico.

What are the main responsibilities or required skills for this role?

Key responsibilities include managing and increasing profitability of credit and deposit portfolios, handling client attraction campaigns, conducting daily calls and visits, ensuring 100% knowledge of the portfolio within a year, and complying with operational regulations.

What is the client portfolio like for the Banquero Black?

The portfolio includes the 250 top Select clients of the branch, with a focus on client vision, service excellence, and managing high-value clients.

What makes a strong candidate for the Banquero Black position?

Strong candidates excel in commercial management, client relationship building, portfolio profitability, daily execution of calls and visits, and strict compliance with operational norms, particularly for managing top Select clients.

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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