Banquero Select at Santander

Monterrey, Nuevo Leon, Mexico

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Not SpecifiedCompensation

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

Full TimeJob Type

UnknownVisa

Banca, Servicios FinancierosIndustries

Requirements

Knowledge of banking products: credits, investments, insurance, and commercial levers (portability, collectives, SME synergy, etc.)
Ability to manage Select client portfolios, focusing on variations, maturities, and attracting higher deposit volumes (e.g., term attraction campaigns, collectives, portability)
Capacity to plan weekly activities according to commercial systems, prioritizing current commercial focuses, and maintaining contact rhythms with clients and prospects to meet objectives
Skills in executing daily effective calls and visits to prospects and current clients, achieving 80% portfolio knowledge within 1 year via campaigns, investment variations, term maturities, and other levers
Experience providing differentiated branch attention to Select clients for products/services, complaints, and clarifications, handling both TOP Select and Rest Select clients
Proficiency in correctly completing product/service contracts (e.g., account openings, UPLD formats), attaching client documentation, and delivering to Branch Subdirector
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 systems, prioritizing current focuses, contacting clients/prospects per institutional rhythms to achieve objectives
Execute daily effective calls and visits to prospects/current clients, ensuring 80% portfolio knowledge in 1 year through campaigns and levers
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 formalizing and delivering to Branch Subdirector
Link and secure assigned client portfolio via 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 per specialization level
Comply with all institutional operational norms, especially in account openings, client knowledge, relevant operations, Opics, and Investment Commercialization Model

Skills

Key technologies and capabilities for this role

Gestión de CarterasVentas de Productos FinancierosCréditosInversionesSegurosCaptación de ClientesTécnicas de VentaAtención al ClienteGestión de RiesgosPlanificación Comercial

Questions & Answers

Common questions about this position

What is the employment type for the Banquero Select position?

The position is full-time employment.

Where is the Banquero Select role located?

The role is located in Mexico.

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

Key responsibilities include managing Select client portfolios for credits, investments, insurance, and commercial levers; executing daily calls and visits; providing differentiated branch attention; and ensuring compliance with operational norms.

What does the work environment or team structure look like?

The role involves working in a branch setting with interaction with the Subdirector de Sucursal, managing a mix of TOP Select and other Select clients, and following institutional commercial rhythms and systems.

What makes a strong candidate for the Banquero Select position?

Strong candidates demonstrate excellence in client service, effective sales techniques, portfolio management skills including risk follow-up and collections, and strict adherence to operational and compliance norms.

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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