What are the responsibilities and job description for the Senior Banker EIS position at Santander Bank, N.A.?
Miami, United States of America
Position Summary
The Senior Banker EIS is responsible for developing and promoting business with EAMs and managing the relationships with their final private banking clients. The Senior Banker EIS drives the implementation of the Commercial Strategy with this channel and oversees the execution of business plans and commercial objectives. Supports and leads "local support bankers" and communicates goals to achieve. Trains "local support bankers" and oversee an annual budget. Ensures compliance with internal controls, operational procedures and risk management policies.
The Senior Banker EIS reports to Senior Banker - Team Leader.
Position Duties / Responsibilities
Commercial
Specialized Knowledge
Technical Knowledge
Languages: Spanish, English
Physical Requirements
Duties are performed in an office environment. Physical demands could involve any or all of the following: digital dexterity and hand/eye coordination in the operation of office equipment; light to moderate lifting (10-20 lbs.) and carrying of supplies, files, etc; the ability to speak to and hear customers and/or other employees both telephone calling and in person; and body motor skills sufficient to enable the incumbent to move from one office location to another.
Diversity & EEO Statements
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.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
Primary Location: Miami, FL, Miami
Other Locations: Florida-Miami
Organization: Banco Santander International
Salary: $127,500 - $225,000/year
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
Position Summary
The Senior Banker EIS is responsible for developing and promoting business with EAMs and managing the relationships with their final private banking clients. The Senior Banker EIS drives the implementation of the Commercial Strategy with this channel and oversees the execution of business plans and commercial objectives. Supports and leads "local support bankers" and communicates goals to achieve. Trains "local support bankers" and oversee an annual budget. Ensures compliance with internal controls, operational procedures and risk management policies.
The Senior Banker EIS reports to Senior Banker - Team Leader.
Position Duties / Responsibilities
Commercial
- Develop, manage, and retain relationships with EAMS and their final clients. As part of the commercial team, participates in the Bank’s private banking efforts throughout the different countries where the EAMs are based.
- Maintain the High-Net-Worth client relationships presented by the EAMs.
- Work both with existing EAMS and potential new EAMs in order to grow existing Assets Under Management and to establish new relationships.
- Responsible for the "local support bankers" accounts to ensure increasing volume and revenues
- Supports "local support bankers" in solving and identifying resources and information within the Bank
- Acquire new EAMs and assign them to "local support bankers"
- Review and analyze EAMs documents (corporate financial reports, shareholders, articles of incorporation, etc.) in order to complete the "EAM form" and prepare the onboarding process with legal and compliance departments.
- Ensures compliance with internal controls, operational procedures and risk management policies.
- Review new EAMs and new accounts before and after Business Risk Working Group.
- Communicate to "local support bankers" the goals and objectives set for the period (annual and/or 4 month-periods).
- Helps to drive collaboration across BPI, promotes communication.
Specialized Knowledge
- Experience in dealing with wealthy institutional-type clients, family offices and multifamily offices or external asset managers.
- Extensive market and customer knowledge (including Latin American idiosyncrasies).
- Demonstrated leadership
- Strong knowledge of banking and regulatory documentation requirements.
- Adaptable/flexible; forward thinking.
- Strong financial acumen.
Technical Knowledge
- Strong sales and management skills
- Excellent judgment and creative problem-solving skills, including negotiation and conflict resolution
- Strong organizational skills.
- Exceptional communications skills, written and oral.
Languages: Spanish, English
Physical Requirements
Duties are performed in an office environment. Physical demands could involve any or all of the following: digital dexterity and hand/eye coordination in the operation of office equipment; light to moderate lifting (10-20 lbs.) and carrying of supplies, files, etc; the ability to speak to and hear customers and/or other employees both telephone calling and in person; and body motor skills sufficient to enable the incumbent to move from one office location to another.
Diversity & EEO Statements
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.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
Primary Location: Miami, FL, Miami
Other Locations: Florida-Miami
Organization: Banco Santander International
Salary: $127,500 - $225,000/year
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
Salary : $127,500 - $225,000
