Ejecutivo 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

Dominar las principales herramientas comerciales y de seguimiento para brindar óptima gestión y asesoría a clientes y prospectos
Dar cumplimiento a 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 todos los contratos de productos y servicios, principalmente aperturas de cuentas y formatos de UPLD, adjuntando documentación correspondiente antes de formalizar y entregar al Subdirector de Sucursal
Asegurar conocimiento de su cartera en un 50% a lo largo de 1 año mediante gestión de campañas, variaciones en inversiones, vencimientos de plazos y palancas comerciales
Realizar ejecución diaria de llamadas y visitas efectivas a prospectos y clientes actuales

Responsibilities

Crecer y vincular la cartera de 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 clientes (variaciones y vencimientos) y enfocarse en la atracción de mayores volúmenes de captación y clientes nuevos
Planificar semanalmente las actividades para la gestión diaria según la sistemática comercial, asignando prioridad a los focos comerciales actuales, contactando clientes y prospectos cumpliendo ritmos comerciales para lograr objetivos
Brindar atención diferenciada en sucursal a clientes Select por solicitudes de productos o servicios, así como atención a quejas y aclaraciones
Realizar seguimiento preventivo a clientes con riesgos de no pago y dar seguimiento a la cartera de cobranza (Gte. SR con mayor concentración, Gte. Especialista con media, Gte. JR con baja)

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

Is this a full-time position?

Yes, this is a full-time employment position.

Where is this job located?

The job is located in Mexico.

What are the main responsibilities or skills needed for this 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; making 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.

Does the job involve branch work or client visits?

Yes, the role requires providing differentiated attention in the branch to Select clients and executing daily effective calls and visits to prospects and current clients.

What experience levels are mentioned for this role?

The role references different management levels including Gte. SR (senior with higher concentration assets), Gte. Especialista (medium concentration), and Gte. JR (low concentration) for collection portfolio follow-up.

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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