MEX Banquero Select at Santander

Puerto Vallarta, Jalisco, Mexico

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Retail Banking, Commercial BankingIndustries

Requirements

Gestión de clientes de alto valor
Conocimiento de PPRs
Dominio de inversiones
Conocimiento de productos bancarios especializados (TDC, Créditos, Hipotecas, entre otros)
Licenciatura y/o ingeniería concluida

Responsibilities

Rentabilizar, crecer y blindar sus carteras, vinculando a los clientes a través de la correcta gestión de productos de valor: créditos, inversiones, seguros y palancas comerciales (portabilidad, colectivos, sinergia pyme, etc.)
Gestionar las carteras de captación asignadas de clientes Select (variaciones y vencimientos) con foco en la atracción de mayores volúmenes de captación (campañas de atracción de plazo, colectivos, portabilidad)
Planificar semanalmente las actividades para su gestión diaria de acuerdo a la definición de la sistemática comercial, asignando prioridad a los focos comerciales en los que se esté trabajando actualmente; contacto con sus clientes y prospectos cumpliendo con los ritmos comerciales establecidos por la institución asegurando el logro de los objetivos
Ejecución diaria de llamadas y visitas efectivas a prospectos y clientes actuales, asegurando el conocimiento de su cartera en un 80% a lo largo de 1 año, a través de la gestión de campañas, variaciones en inversiones, vencimiento de plazos y demás palancas comerciales
Brindar una atención diferenciada en sucursal a los clientes Select, ya sea por solicitud de productos o servicios, como también atención a las quejas y aclaraciones, considerando que su cartera tiene un mix de los clientes TOP Select de la sucursal más el Resto Select
Llenar correctamente todos los contratos de productos y servicios, principalmente las aperturas de cuentas y formatos de UPLD, como también adjuntar la documentación correspondiente del cliente antes de formalizarlo y entregar al Subdirector de Sucursal
Vincular y blindar la cartera de clientes asignada a través de la venta de productos y servicios especializados de acuerdo a la satisfacción de necesidades de los clientes empleando técnicas de venta apropiadas, siempre cuidando de la Excelencia en el Servicio

Skills

Key technologies and capabilities for this role

Cartera ManagementCréditosInversionesSegurosCaptaciónGestión ComercialPortabilidadColectivosSinergia PYMEPlanificación Semanal

Questions & Answers

Common questions about this position

What are the main responsibilities of the MEX Banquero Select role?

The role involves rentabilizing, growing, and securing client portfolios by linking clients to high-value products like credits, investments, and insurance; managing assigned Select client portfolios with a focus on attracting higher deposit volumes; planning weekly activities, making daily calls and visits, providing differentiated branch attention, and properly completing contracts.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What salary or compensation is offered for this role?

This information is not specified in the job description.

What is the company culture like at Santander?

Santander is evolving into a technology-driven organization centered on people, valuing disruptive thinking, courage to challenge the possible, innovation, client focus, and a strong risk culture where teams proactively manage risks.

What skills or experience make a strong candidate for this position?

Strong candidates should have skills in client portfolio management, sales of financial products like credits, investments, and insurance, commercial planning, effective communication for calls and visits, and attention to high-value Select clients, with the ability to achieve 80% portfolio knowledge within a year.

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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