Banquero Select at Santander

Mexico City, Mexico City, Mexico

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

Experiencia atendiendo clientes de alto valor patrimonial ofreciendo asesoría integral en productos de captación, inversión, crédito y soluciones patrimoniales
Asesoramiento (experiencia en asesoría integral, implícito en el contexto)

Responsibilities

Contribuir al desarrollo de los clientes Rentas Altas mediante una asesoría especializada sobre la oferta de la organización, a fin de ganarnos la confianza y fidelidad de nuestros clientes
Crecer y vincular la cartera de sus clientes a través de la gestión de productos de valor: créditos, inversiones, seguros y palancas comerciales (portabilidad, colectivos, sinergia pyme, etc.)
Gestionar la cartera actual de captación de sus clientes (variaciones y vencimientos) así como enfocarse en la atracción de mayores volúmenes de captación y clientes nuevos
Ejecución diaria de llamadas y visitas efectivas a prospectos y clientes actuales, asegurando el conocimiento de su cartera en un 50% a lo largo de 1 año, a través de la gestión de campañas, variaciones en inversiones, vencimiento de plazos y demás palancas comerciales
Brindar una atención diferenciada en sucursal a los clientes Select, ya sea por solicitud de productos o servicios, como también atención a las quejas y aclaraciones
Llenar correctamente todos los contratos de productos y servicios, principalmente las aperturas de cuentas y formatos de UPLD, como también adjuntar la documentación correspondiente del cliente antes de formalizarlo y entregar al Subdirector de Sucursal
Dominar las principales herramientas comerciales y de seguimiento brindando una óptima gestión y asesoría a los clientes y prospectos asegurando los objetivos del segmento

Skills

Key technologies and capabilities for this role

Retail BankingCommercial BankingCustomer ServiceRisk ManagementInnovationTechnology

Questions & Answers

Common questions about this position

Is this a full-time position?

Yes, this is a full-time employment position.

Where is this role based?

The role is based in Benito Juárez/Insurgentes Sur, Mexico.

What are the main responsibilities of a Banquero Select?

Responsibilities include providing specialized advice to high-income clients, growing and linking client portfolios with products like credits, investments, and insurance, managing current deposit portfolios, attracting new volumes and clients, and conducting daily calls and visits.

What is the company culture like at Santander?

Santander fosters a culture of innovation, technology-driven transformation, teamwork, challenging the business, valuing diversity, proactive risk management, and putting people at the center with disruptive thinking and bravery to innovate.

What makes a strong candidate for this Banquero Select role?

A strong candidate excels in client relationship management, specialized financial advising for high-net-worth clients, portfolio growth through products like investments and credits, proactive sales via calls and visits, and delivering differentiated in-branch service.

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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