Private Wealth Advisor (Private Client - Personal Strategy) - San Fran…
EmpowerFull Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Key technologies and capabilities for this role
Common questions about this position
As a Relationship Banker, you serve as a trusted advisor to customers, building strong relationships by understanding their financial needs, providing tailored banking, lending, and investment solutions, proactively cross-selling products, and delivering exceptional customer service.
This is an in-office position located in Hamilton, NJ, involving direct customer interactions in person, over the phone, or through digital channels, with potential support for nearby branches.
This information is not specified in the job description.
Santander fosters a culture of engagement, continuous learning, and development, where employees are supported to thrive professionally and personally, with opportunities to collaborate with talented colleagues worldwide.
Strong candidates excel at building customer relationships, achieving sales targets through cross-selling, proactive prospecting via networking and referrals, delivering personalized service, and collaborating with teams to meet branch goals.
Provides banking, investment, and insurance services
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.