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Select Banker, Hopatcong, NJ

Select Banker, Hopatcong, NJ-1801291
Description
The Select Banker I 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 professionals that assist the customer with their financial objectives. The Select Banker I delivers an exceptional level of customer service through proactive management of issues and requests and manages a portfolio of approximately 300 households.
Responsibilities
Targeted customers (Approx. 12 hours a week used for Branch Assistance)
Top 300 Households in Branch Assigned to each Select Banker with Total Investable Assets of $350k+
Acquire, grow and manage a profitable Branch portfolio of affluent client households (Total Investable Assets of $350k+)
Become the trusted Banker 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 Bank products & services to portfolio of clients
Convey the value of Santander
Select with clients that may be eligible to build Select portfolio
Develop & deepen long term relationships with existing clients
Through proactive contact in order to gain loyalty & deepen Share of Wallet
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 professionals 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, service options to access their accounts 24 hours a day/7 days a week
Provide timely customer service to Banking clients by addressing and resolving issues/concerns and coordinating client banking activities
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
Ability to build and execute successful sales plans
Attain personal satisfaction by contributing to the achievement of client's personal financial goals
Series 6 or Series 7. Series 63. Life and Health licenses required
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
Profile clients and identify their needs and offering them the right strategy by leveraging partnerships with a team of specialists
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. In order to be eligible for this position you must have a valid US Social Security at the time of application
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-Hopatcong
Organization:Consumer & Business Banking (1001)
Schedule:Full-time
Job Posting:Aug 8, 2018, 5:05:49 PM
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO



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