Gerente Select Especialista at Santander

Guadeloupe

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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 campaigns for higher deposit volumes (e.g., term attraction campaigns, collectives, portability)
Capacity to plan weekly activities according to commercial systematic, 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 in-branch attention to Select clients for product/service requests, complaints, and clarifications, handling both 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 and delivery to Branch Subdirector
Sales expertise to link and secure client portfolios using specialized products/services based on client needs, employing appropriate sales techniques with 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 systematic, 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 in-branch attention to Select clients for products/services, complaints, and clarifications
Correctly fill 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 per client needs, ensuring service excellence
Conduct preventive follow-up on at-risk clients and manage collection portfolio per specialization level
Comply with operational norms in account openings, client knowledge, relevant operations, etc., especially in Opics per the "Investment Commercialization Model"

Skills

Key technologies and capabilities for this role

Gestión de CarterasCréditosInversionesSegurosVentas ComercialesPortabilidadColectivosTécnicas de VentaAtención al ClienteGestión de RiesgosPlanificación Comercial

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 position is located in Mexico.

What are the main responsibilities 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 emphasize?

The role emphasizes excellence in service, client satisfaction through appropriate sales techniques, and adherence to commercial rhythms and institutional objectives.

What makes a strong candidate for this Gerente Select Especialista role?

Strong candidates excel in client portfolio management, sales of financial products like credits and investments, daily execution of calls and visits, and compliance with operational and sales standards.

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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