Banquero Select at Santander

Cárdenas, Tabasco, 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 financial products: credits, investments, insurance, and commercial levers (portability, collectives, SME synergy, etc.)
Ability to manage Select client portfolios, including variations, maturities, and attraction of higher deposit volumes (e.g., term attraction campaigns, collectives, portability)
Capacity to plan weekly activities according to commercial systematization, prioritizing current commercial focuses
Skills in conducting daily effective calls and visits to prospects and clients, achieving 80% portfolio knowledge within 1 year via campaigns, investment variations, term maturities, and commercial levers
Experience providing differentiated branch attention to Select clients, including product/service requests, complaints, and clarifications for TOP Select and Rest Select clients
Proficiency in correctly completing product/service contracts (e.g., account openings, UPLD formats) and attaching client documentation before formalization
Sales techniques for linking and securing client portfolios with specialized products based on client needs, emphasizing service excellence
Ability to perform preventive follow-up on clients at risk of non-payment and manage collection portfolio (with specialization levels: SR for high concentration, Specialist for medium, JR for low)
Compliance with institutional operational regulations (e.g., account openings, client knowledge, relevant operation detection, Opics operations, "Investment Commercialization Model")

Responsibilities

Rentabilizar, grow, and secure client portfolios by linking clients through proper management of high-value products: credits, investments, insurance, and commercial levers
Manage assigned Select client deposit portfolios (variations and maturities) focusing on attracting higher deposit volumes via campaigns
Plan weekly activities for daily management per commercial systematization, prioritizing current focuses; contact clients and prospects meeting institutional commercial rhythms to achieve objectives
Execute daily effective calls and visits to prospects and current clients, ensuring 80% portfolio knowledge within 1 year
Provide differentiated branch attention to Select clients for product/service requests, complaints, and clarifications
Correctly fill all product/service contracts and attach client documentation before handing over to Branch Subdirector
Link and secure assigned client portfolio through sales of specialized products/services matching client needs using appropriate sales techniques and service excellence
Conduct preventive follow-up on at-risk non-payment clients and manage collection portfolio
Comply with institutional operational norms in account openings, client knowledge, relevant operations, etc., especially in Opics per the "Investment Commercialization Model"

Skills

Gestión de carteras

Créditos

Inversiones

Seguros

Técnicas de venta

Captación de clientes

Atención al cliente

Gestión comercial

Portabilidad

Colectivos

Sinergia Pyme

UPLD

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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