Select Banker - Florida Grove Road, Perth Amboy, NJ

Santander Bank - Perth Amboy, NJ3.7

Full-time
Description:
The Select Banker I is the single point of contact for the mass affluent customers of their assigned branch and is also integrated into the branch activities for 30% of their day. They are part of a team of professionals that assist the customer with their financial objectives. The Select Banker I delivers an exceptional level of customer service through proactive management of issues and requests and manages a portfolio of approximately 300 households.

Responsibilities

Relationship Management

Convey the value of Santander Select with clients that may be eligible to build Select portfolio.

Develop & deepen long term relationships with existing clients’ through proactive ®ular contact in order to gain loyalty & deepen Share of Wallet.

Become the trusted Banker to clients, through consistency, credibility, and responsiveness.

Expand and maintain relationships with internal business partners to include financial consultant, business banker & loan officer.

Provide timely customer service to Banking clients by addressing and resolving issues/concerns and coordinating client banking activities.

Making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week.

Business Development

Acquire, grow and manage a profitable Branch portfolio

of affluent client households (Total Investable Assets of $350k+)

Contribute to profit, sales & product targets of Branch Manager by recommending appropriate Bank products & services to portfolio of clients

Expand the size and quality of the Select client base through initiating new relationships and upgrading existing ones

Expand the total book of balance by attracting better Share Of Wallet of targeted customers

Expand number of relationships through referrals and provide referrals to other bank professionals

Continually build knowledge and capabilities within the industry segment and stay current with competitive trends

Size of Portfolio

Top 300 Households in Branch Assigned to each Select Banker with Total Investable Assets of $350k+

30% of time can be used for assistance of non-targeted customers (Approx. 12 hours a week used for Branch Assistance)

Qualification:
Bilingual English/Spanish Language Skills strongly preferred

Bachelor’s degree in Business or Military equivalent strongly preferred; High school degree, GED or foreign equivalent required

+3 years of front-line banking experience required

Knowledgeable of regulatory requirements to better ensure a sound control environment

Experience with high net worth customers preferred

Required licenses\: Series 6 or Series 7. Series 63. Life and Health

Excellent communication skills

Profile clients and identify their needs and offering them the right strategy by leveraging partnerships with a team of specialists

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

Ability to build and execute successful sales plans

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

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

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

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

In compliance with the requirements outlined within the Compensation Requirements under the Truth-in-Lending Act (LO Comp Rule) effective January 1st 2014; Santander Bank will now perform a credit check as part of, and in addition to, the existing background check for all positions where one must perform job functions of a loan originator as defined by the LO Comp Rule. In order to be eligible for this position you must have a valid US Social Security at the time of application

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.