menedżer Select at Santander

Torun, Kuyavian-Pomeranian Voivodeship, 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 (preferably in economics or finance)
At least 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
Familiarity with tax issues related to investment and savings products
Proven sales skills with a track record of actively acquiring new clients and developing long-term client relationships
Skills in identifying client needs, negotiation techniques, and conducting negotiations
Ability to effectively plan and organize work, high motivation, and self-discipline

Responsibilities

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

Skills

Portfolio Management

Client Acquisition

Sales

Negotiation

Investment Funds

Capital Markets

Banking Products

Tax Knowledge

Client Servicing

Financial Planning

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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