menedżer Select at Santander

Siedlce, Woj. Mazowieckie, Poland

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, FinanceIndustries

Requirements

Bachelor’s degree (economical or financial preferred)
Minimum 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, particularly investment funds
Knowledge of tax issues related to investment and savings products
Sales skills supported by success in actively acquiring new clients and building long-term client relationships
Ability to identify client needs and develop optimal financial solutions
Negotiation skills and the ability to conduct negotiations effectively
Ability to effectively plan and organize own work, high motivation, and discipline

Responsibilities

Manage assigned client portfolios
Acquire new clients
Increase client activity
Offer investment products and other bank products
Be responsible for the financial result of client portfolio management
Be responsible for servicing and maintaining clients within a portfolio
Identify client needs and develop the best financial solutions
Ensure clients receive comprehensive financial service at the highest quality
Build strong and long-lasting relationships with clients

Skills

Key technologies and capabilities for this role

SalesClient AcquisitionPortfolio ManagementInvestment FundsCapital MarketsNegotiationClient Relationship ManagementFinancial Solutions

Questions & Answers

Common questions about this position

What is the salary for this position?

This information is not specified in the job description.

Is this role remote or onsite?

This is an onsite position.

What skills are required for this role?

Key skills include sales skills for acquiring new clients and building relationships, ability to identify client needs and develop financial solutions, negotiation skills, and strong planning and organizational abilities with high motivation.

What benefits does the company offer?

Benefits include an employment contract, internal training programs, participation in strategic projects, a friendly team atmosphere, attractive incentive system, housing loan options, private healthcare, supplementary benefits via a cafeteria system, and the 'BeHealthy' health promotion program.

What experience makes a strong candidate for this role?

Candidates with a Bachelor’s degree in economics or finance, at least five years selling banking products including investment funds, and knowledge of capital markets, banking products, and tax issues related to investments will stand out.

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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