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Select Banker - Hybrid, Cranston, RI Full-time

at Santander Bank in Rhode Island (Published at 02-02-2019)

Select Banker - Hybrid, Cranston, RI-1900698

Description

The Sr. 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
  • 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

:Rhode Island-Cranston-225 Atwood Avenue - 00443 - Western Cranston - Branch

Organization

:Consumer & Business Banking (1001)

Schedule

:Full-time

Job Posting

:Feb 1, 2019, 5:34:42 PM



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