Santander Bank, NA Select Banker, Manalapan, NJ in Manalapan, New Jersey

Select Banker, Manalapan, NJ - 1802715

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Description

The Select Banker-Hybrid 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 experts that assist the customer with all their financial needs. The Select Banker-Hybrid delivers an exceptional level of customer service through proactive management of issues and requests and manages a portfolio of approximately 300 households.

Responsibilities

  • Ability to build and execute successful sales plans

  • Acquire, grow and manage a profitable Branch portfolio of affluent client households (Total Investable Assets of $350k+),

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

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

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

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

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

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

  • Demonstrated knowledge of sophisticated financial services and products appropriate for high net worth clients

  • Develop & deepen long term relationships with existing clients through proactive & regular contact in order to gain loyalty & deepen Share of Wallet

  • Driven to resolve client issues to provide the highest levels of client satisfaction,

  • Excellent communication skills,

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

  • Expand number of relationships through referrals and provide referrals to other bank specialists,

  • 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 ,based sales approach, service options to access their accounts 24 hours a day/7 days a week.,

  • Profile clients and identify their needs and offering them the right solutions by leveraging partnerships with a team of specialist,

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

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Qualifications

  • Experience with high net worth customers preferred

  • 3+ years of front-line banking experience required,

  • Knowledgeable of regulatory requirements to better ensure a sound control environment

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

  • Series 6 or Series 7. Series 63. Life and Health licenses required

  • Experience with high net worth customers preferred

  • 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.

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 : Retail Products Branch
Primary Location : New Jersey-Manalapan
Schedule : Full-time
Job Posting : Apr 25, 2018, 4:19:27 PM

AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO