menedżer Select at Santander

Inowrocław, Kuyavian-Pomeranian Voivodeship, Poland

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, FinanceIndustries

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, particularly investment funds
Knowledge of tax issues related to investment and savings products
Sales skills supported by success in 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 own work, high motivation and discipline

Responsibilities

Managing assigned Select client portfolios and acquiring new clients
Increasing client activity within portfolios
Offering investment products and other bank products
Taking responsibility for the financial results of client portfolio management
Taking responsibility for servicing and maintaining clients within a portfolio
Identifying client needs and developing optimal financial solutions
Ensuring clients receive comprehensive financial service at the highest quality
Building strong and long-lasting relationships with clients

Skills

Key technologies and capabilities for this role

Investment FundsCapital MarketsBanking ProductsSalesClient AcquisitionNegotiationPortfolio ManagementClient Relationship ManagementFinancial Solutions

Questions & Answers

Common questions about this position

What benefits are offered for this position?

Benefits include employment based on an employment contract, internal development programs, participation in strategic projects, a friendly team and relaxed atmosphere, an attractive incentive system, housing loans, bank products on attractive terms, private healthcare, a cafeteria system for benefits, and employee incentive programs like 'BeHealthy'.

Is this position remote or onsite?

The position is onsite.

What skills and experience are required for this role?

Requirements include 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 banking products particularly investment funds, knowledge of tax issues related to investments, sales skills with success in acquiring clients, negotiation skills, and ability to plan and organize work with high motivation.

What is the company culture like?

The company offers a friendly team and relaxed atmosphere, opportunities for professional development, teamwork, benefits for every employee, influence on work results, and support.

What makes a strong candidate for this manager position?

A strong candidate has higher education in economics or finance, 5+ years selling banking and investment products, deep knowledge of capital markets, investment funds, and tax issues, proven sales success in acquiring clients, strong negotiation and relationship-building skills, and high motivation with excellent planning abilities.

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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