menedżer Select at Santander

Świebodzin, Lubusz Voivodeship, Poland

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

Higher education (economical or financial preferred)
At least five years of experience in selling banking products, including investment funds
Broad knowledge of the capital market and its instruments
Excellent knowledge of banking products, especially investment funds
Knowledge of tax issues related to investment and savings products
Sales skills backed by success in actively acquiring new clients and developing lasting client relationships
Skills in identifying client needs, negotiation techniques, and conducting negotiations
Ability to effectively plan and organize work, high motivation, and discipline

Responsibilities

Managing assigned Select client portfolios and acquiring new clients
Increasing client activity within existing portfolios
Offering investment products and other bank products
Being responsible for the financial result of managing client portfolios
Being responsible for servicing and maintaining clients within a portfolio
Identifying client needs and developing the best financial solutions
Ensuring clients receive comprehensive financial service at the highest quality
Building strong and long-lasting relationships with clients

Skills

Portfolio Management

Investment Funds

Capital Markets

Banking Products

Sales

Negotiation

Client Acquisition

Client Relationship Management

Financial Solutions

Tax Knowledge

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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