Select Banker, 23rd Avenue, Brooklyn, NY

Santander Bank - Brooklyn, NY

Full-time
Select Banker, 23rd Avenue, Brooklyn, NY-1903288
Description
As 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 clients

Conducts customer meetings to effectively uncover Banking service needs and provide relevant solutions

Cross-sells Santander's products and services including Deposit, Credit, Investment and Insurance products through outreach and appointment banking

Develops and maintains relationships with clients and internal business partners to increase cross-sell opportunities and achieve sales goals

Leverages lead sources and actively engages in outreach efforts focused on acquiring new High Value clients via lead lists, internal and external referrals, and prospecting

Manages a small portfolio of High Value clients and strives to deepen, retain, and improve the profitability of these relationships

On-boards new clients and opens accounts

Supports and maintains a robust risk control environment

Ensures activities are within guidelines and policies, covering market, operational, credit, conduct and regulatory risks

Qualifications
Bachelor's Degree; in Business Administration or equivalent field or equivalent work experience

3-5 years; Sales and/or financial industry experience

FINRA Series 6 and 63 or equivalent FINRA exams and State Life and Health Licenses

Ability to attain personal satisfaction by contributing to the achievement of client's personal financial goals

Ability to build and execute successful sales plans

Ability to profile clients, identify their needs and offer them the right strategy by leveraging partnerships with a team of specialists

Ability to work in a team environment

Demonstrated ability to successfully deepen and retain customer relationships, with proven historical performance

Driven to resolve banking client issues to provide a higher level of client satisfaction

Excellent communication skills

Experience conducting consultative conversations in person & on the phone with proven close rates through a needs-based sales approach

Familiarity with sophisticated banking services and products appropriate for high net worth clients

Goal oriented

Proficiency in sales and service techniques, including telemarketing consulting, prospecting and networking

Strong PC skills

Strong interpersonal skills with ability to establish credibility and rapport, excellent client contact skills

Strong time management skills

Understanding of Compensation Requirements under the Truth-in-Lending Act (LO Comp Rule) effective January 1st 2014

Minimal physical effort such as sitting, standing, and walking.

Addresses customers’ requests, ensures concerns are recorded accurately and action is initiated appropriately

Makes extra effort to satisfy customers’ needs and meet commitments

Assesses problem situations and initiates effective interventions that result in customer satisfaction

Takes time to develop and maintain relationships with customers

Builds and maintains ones network of contacts and resources and knows who to involve in problem resolution

Communicates in a timely and straightforward manner probes for additional information, clarifies assumptions and confirms agreed-upon actions

Keeps everyone involved informed about progress and issues

Knows who to reach out to inside and outside of ones team to get work done

Takes action to enhance working relationships needed to achieve seamless work flow

Organizes and prioritizes workload and tasks for oneself and team members actively plans ahead for routine and cyclical work

Proactively works to streamline processes and identify and eliminate redundancies

Contributes to the implementation of new methods, policies, processes, procedures, or techniques

Independently performs monitoring and testing of processes

Stays current with industry and regulatory trends and emerging risk issues

Has good understanding of current market and competitive landscape that the organization operates within

Understands the relevant products and services and the markets in which they are sold and their risk return to the organization

Can identify and speak to major operational issues across the organization

At 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 Management
Primary Location
:New York-Brooklyn-2357 86th Street - 02112 - 23rd Avenue - Branch
Organization
:Consumer & Business Banking (1001)
Schedule
:Full-time
Job Posting
:Jun 4, 2019, 6:29:39 PM