Work Café, World Center, Relationship Manager, Miami, FL

• Work Café, World Center, Relationship Manager, Miami, FL
  
  

Miami, United States of America

Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify new customer prospects.

Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer services. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products. Makes presentations to potential clients and contributes to the achievement of sales targets.

Essential Functions/Responsibility Statements

As one of the primary customer-facing positions in the Work Cafe, takes personal responsibility for achieving the Work Café customer satisfaction expectations and building customer loyalty.

Identifies the financial needs of the customer. Educates and engages customers in conversations regarding their current and future financial needs and turns servicing requests and routine transactions into sales opportunities.

Develops and deepens customer relationships through outbound sales activities.

Proactively promotes and cross-sells products and services based on customer need: effectively utilizing sales, customer profiling and customer service skills to make contributions toward individual and team goals.

Leverages and promotes Work Cafés services including but not limited to co-working, meeting facilities and events.

Promotes Work Café programming and events proactively in the community through direct B2B engagement, and uses those relationships to inform and develop future offerings in the space.

Is a digital expert and proactively encourage customers to embrace digital transformation by explaining the benefits of using the available alternative channels.

Ensures error free and accurate completion of all customer requests including: account openings, loan applications, servicing requests, and routine bank transactions.

When needed, and as dictated by Work Café traffic, processes routine customer banking transactions.

Follows compliance and security procedures.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

Associate's Degree or equivalent work experience: Business, Finance or equivalent field Req

Work Experience

3 Years Demonstrated success in outbound Calling and prospecting Req

2 Years Req

2 Years Business Banking Relationship Role Pref

Skills And Abilities

Effectively develops and deepens customer relationships to optimize business opportunities.

Ability to generate new business through prospecting and business development activities.

Digital expert; the ability to promote digital engagment and proficiency with all customers and prospects.

Displays a credible, trustworthy and professional image at all times.

Ability to comply with policies and procedures.

Proactive self-starter with strong attention to detail and problem solving abilities.

Excellent interpersonal skills, with the ability to consult with customers and address concerns.

Strong verbal and written communication skills.

Extensive knowledge in all facets of relationship management.

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 Worldcenter

Other Locations: Florida-Miami

Salary: $38,250 - $59,000/year

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