menedżer Select at Santander

Opole, Opole Voivodeship, Poland

Santander Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries

Requirements

  • Bachelor's degree (preferably in economics or finance)
  • Minimum five years of experience in banking sales, specifically in selling investment funds
  • Broad knowledge of the capital market and its instruments
  • Extensive knowledge of banking products, particularly investment funds
  • Understanding of tax issues related to investment and savings products
  • Strong sales skills, demonstrated by success in actively acquiring new clients and building long-term client relationships
  • Ability to identify client needs, negotiation skills, and the ability to conduct negotiations
  • Effective planning and organizational skills, high motivation, and self-discipline

Responsibilities

  • Manage assigned client portfolios
  • Acquire new clients
  • Increase client activity within existing portfolios
  • Offer investment products and other banking products
  • Be responsible for the financial results of client portfolio management
  • Be responsible for the servicing and maintenance of clients within a portfolio
  • Identify client needs and develop optimal financial solutions
  • Provide clients with comprehensive financial service support of the highest quality
  • Build strong and long-lasting relationships with clients

Skills

Sales
Client Acquisition
Portfolio Management
Negotiation
Capital Markets
Investment Funds
Banking Products
Client Relationship Management

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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