menedżer Select at Santander

Wrocław, Lower Silesian Voivodeship, Poland

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

Bachelor's degree (preferably in economics or finance)
Minimum of five years of experience in sales of banking products, including investment funds
Broad knowledge of the capital market and its instruments
Excellent knowledge of banking products, particularly investment funds
Understanding of tax issues related to investment and savings products
Proven sales skills with a track record of successfully acquiring new clients and building long-term client relationships
Ability to identify client needs and develop optimal financial solutions
Strong negotiation skills and the ability to conduct effective negotiations
Ability to effectively plan and organize work, with high motivation and discipline

Responsibilities

Manage assigned client portfolios
Acquire new clients within the Select segment
Increase client activity within existing portfolios
Offer investment products and other banking products
Take responsibility for the financial results of client portfolio management
Maintain and support clients within assigned portfolios
Identify client needs and develop tailored financial solutions
Provide clients with comprehensive financial service of the highest quality
Build strong and lasting relationships with clients
Ensure clients receive comprehensive financial support

Skills

Investment Funds

Banking Products

Capital Markets

Sales

Negotiation

Client Portfolio Management

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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