Ejecutivo Select at Santander

San Nicolás de los Garza, 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

Dominar las principales herramientas comerciales y de seguimiento para brindar óptima gestión y asesoría a clientes y prospectos
Cumplir con la normatividad operativa establecida por la Institución en apertura de cuentas, conocimiento del cliente, detección de operaciones relevantes, etc., principalmente en Opics y el "Modelo de Comercialización de Inversiones"
Llenar correctamente contratos de productos y servicios (aperturas de cuentas, formatos de UPLD) y adjuntar documentación correspondiente antes de formalizar y entregar al Subdirector de Sucursal
Realizar seguimiento preventivo a clientes con riesgos de no pago y gestionar cartera de cobranza según nivel de especialización (SR, Especialista, JR)

Responsibilities

Crecer y vincular la cartera de clientes mediante gestión de productos de valor: créditos, inversiones, seguros y palancas comerciales (portabilidad, colectivos, sinergia pyme, etc.)
Gestionar la cartera actual de captación (variaciones y vencimientos) y atraer mayores volúmenes de captación y clientes nuevos
Planificar semanalmente actividades diarias según la sistemática comercial, priorizando focos comerciales, contactando clientes y prospectos para cumplir ritmos y objetivos establecidos
Ejecutar diariamente llamadas y visitas efectivas a prospectos y clientes, asegurando conocimiento de la cartera en un 50% a lo largo de 1 año mediante campañas, variaciones en inversiones, vencimientos y palancas comerciales
Brindar atención diferenciada en sucursal a clientes Select para solicitudes de productos/servicios, quejas y aclaraciones

Skills

Key technologies and capabilities for this role

Gestión de carteraCréditosInversionesSegurosCaptación de clientesCobranzaHerramientas comercialesAsesoría financieraGestión de riesgosNormatividad operativa

Questions & Answers

Common questions about this position

What is the employment type for this position?

This is a full-time position.

Is this role remote or does it require office presence?

This information is not specified in the job description.

What are the key responsibilities or skills required for the Ejecutivo Select role?

Key responsibilities include growing and linking client portfolios through high-value products like credits, investments, and insurance; managing current client deposits and attracting new volumes; planning weekly activities; executing daily calls and visits; providing differentiated branch attention; handling contracts and documentation; mastering commercial tools; preventive follow-up on payment risks; and complying with operational regulations.

What is the company culture or work environment like at Santander for this role?

This information is not specified in the job description.

What makes a strong candidate for the Ejecutivo Select position?

Strong candidates should demonstrate expertise in client portfolio management, commercial tools, regulatory compliance, and client relationship building, with the ability to achieve sales objectives through daily calls, visits, and differentiated service in the branch.

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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