Work Cafe Relationship Manager, Brooklyn, NY at Santander

New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BankingIndustries

Requirements

Associate's Degree or equivalent work experience in Business, Finance or equivalent field - Required
3+ Years Demonstrated success in outbound Calling and prospecting - Required
2+ Years Financial Services Sales Position - Required
2+ Years Business Banking Relationship Role - Preferred
Effectively develops and deepens customer relationships to optimize business opportunities
Ability to generate new business through prospecting and business development activities
Strong knowledge of Consumer and Business Banking products and services
Digital expert; the ability to promote digital engagement and proficiency with all customers and prospects
Displays a credible, trustworthy and professional image at all times
Ability to comply with policies and procedures
Proactive self-starter with strong attention to detail and problem solving

Responsibilities

Serves as the primary resource for sales opportunities, new product account openings and referrals
Develops and maintains business customer relationships
Identifies the short and long term financial needs of both consumer and business customers by utilizing a needs and consultative-based approach
Takes personal responsibility for achieving the Work Café customer satisfaction expectations and building customer loyalty
Identifies the financial needs of the customer
Educates and engages customers in conversations regarding their current and future financial needs and turns servicing requests and routine transactions into sales opportunities
Develops and deepens customer relationships through outbound sales activities
Proactively promotes and cross-sells products and services based on customer need: effectively utilizing sales, customer profiling and customer service skills to make contributions toward individual and team goals
Leverages and promotes Work Cafés services including but not limited to co-working, meeting facilities and events
Promotes Work Café programming and events proactively in the community through direct B2B engagement, and uses those relationships to inform and develop future offerings in the space
Is a digital expert and proactively encourage customers to embrace digital transformation by explaining the benefits of using the available alternative channels
Ensures error free and accurate completion of all customer requests including: account openings, loan applications, servicing requests, and routine bank transactions
When needed, and as dictated by Work Café traffic, processes routine customer banking transactions
Follows compliance and security procedures

Skills

Sales

Customer Relationship Management

Consultative Selling

Cross-Selling

Customer Profiling

Outbound Sales

Customer Service

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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