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Select Banker, 23rd Avenue, Brooklyn - Verrazano, NY

Company: Santander
Location: Fresh Meadows
Posted on: February 16, 2020

Job Description:

Select Banker, 23rd Avenue, Brooklyn - Verrazano, NY-1905373DescriptionAs a member of Santander's retail banking division you'll help serve Santander's retail and small business customers as part of one of the top banks in the United States based on deposits. - With principal presence in the northeast U.S., Santander's retail division offers consumer and lending products to help our customers reach their financial goals. - Santander currently serves nearly 2 million retail customers and 5.2% of the 2.7 million small businesses in the US footprint have a transactional account with Santander Bank.The Senior Specialist, Select Banker - Hybrid provides support and Banking services to a small portfolio of highly affluent Bank customers, and delivers an exceptional level of customer service through proactive management of issues and requests.Responsibilities Actively monitors industry and company specific developments, including technology trends and identifies business opportunities for clientsConducts customer meetings to effectively uncover Banking service needs and provide relevant solutionsCross-sells Santander's products and services including Deposit, Credit, Investment and Insurance products through outreach and appointment bankingDevelops and maintains relationships with clients and internal business partners to increase cross-sell opportunities and achieve sales goalsLeverages lead sources and actively engages in outreach efforts focused on acquiring new High Value clients via lead lists, internal and external referrals, and prospectingManages a small portfolio of High Value clients and strives to deepen, retain, and improve the profitability of these relationshipsOn-boards new clients and opens accountsSupports and maintains a robust risk control environmentEnsures activities are within guidelines and policies, covering market, operational, credit, conduct and regulatory risksQualificationsBachelor's Degree; in Business Administration or equivalent field or equivalent work experience3-5 years; Sales and/or financial industry experienceFINRA Series 6 and 63 or equivalent FINRA exams and State Life and Health LicensesAbility to attain personal satisfaction by contributing to the achievement of client's personal financial goalsAbility to build and execute successful sales plansAbility to profile clients, identify their needs and offer them the right strategy by leveraging partnerships with a team of specialistsAbility to work in a team environmentDemonstrated ability to successfully deepen and retain customer relationships, with proven historical performanceDriven to resolve banking client issues to provide a higher level of client satisfactionExcellent communication skillsExperience conducting consultative conversations in person & on the phone with proven close rates through a needs-based sales approachFamiliarity with sophisticated banking services and products appropriate for high net worth clientsGoal orientedProficiency in sales and service techniques, including telemarketing consulting, prospecting and networkingStrong PC skillsStrong interpersonal skills with ability to establish credibility and rapport, excellent client contact skillsStrong time management skillsUnderstanding of Compensation Requirements under the Truth-in-Lending Act (LO Comp Rule) effective January 1st 2014Minimal physical effort such as sitting, standing, and walking. Addresses customers' requests, ensures concerns are recorded accurately and action is initiated appropriatelyMakes extra effort to satisfy customers' needs and meet commitmentsAssesses problem situations and initiates effective interventions that result in customer satisfactionTakes time to develop and maintain relationships with customersBuilds and maintains ones network of contacts and resources and knows who to involve in problem resolutionCommunicates in a timely and straightforward manner probes for additional information, clarifies assumptions and confirms agreed-upon actionsKeeps everyone involved informed about progress and issuesKnows who to reach out to inside and outside of ones team to get work doneTakes action to enhance working relationships needed to achieve seamless work flowOrganizes and prioritizes workload and tasks for oneself and team members actively plans ahead for routine and cyclical workProactively works to streamline processes and identify and eliminate redundancies Contributes to the implementation of new methods, policies, processes, procedures, or techniquesIndependently performs monitoring and testing of processesStays current with industry and regulatory trends and emerging risk issuesHas good understanding of current market and competitive landscape that the organization operates withinUnderstands the relevant products and services and the markets in which they are sold and their risk return to the organizationCan identify and speak to major operational issues across the organizationAt Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. - We actively encourage everyone to apply.Job:Relationship ManagementPrimary Location:New York-Brooklyn-2357 86th Street - 02112 - 23rd Avenue - BranchOrganization:Consumer & Business Banking (1001)Schedule:Full-timeJob Posting:Jan 2, 2020, 8:37:03 PM

Keywords: Santander, New York , Select Banker, 23rd Avenue, Brooklyn - Verrazano, NY, Other , Fresh Meadows, New York

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