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Select Banker, West Hartford, CT

Company: Santander
Location: Bristol
Posted on: February 16, 2020

Job Description:

Select Banker, West Hartford, CT-1906343DescriptionAs 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 ManagementPrimary Location:Connecticut-West Hartford-1010 Farmington Avenue - 00521 - Farmington Avenue-Branch - BranchOrganization:Consumer & Business Banking (1001)Schedule:Full-timeJob Posting:Jan 3, 2020, 8:22:27 PM

Keywords: Santander, New England , Select Banker, West Hartford, CT, Other , Bristol, Northeast

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