Select Banker, Miami FL


: $79,650.00 - $133,560.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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Select Banker, Miami FL-2001719


The Associate, Dedicated Select Banker manages the day-to-day banking relationships of a large portfolio of highly affluent clients. The assigned clients are typically high profile investment clients and the Banker delivers an exceptional level of service through proactive management of issues and requests. S/he exclusively manages the portfolio and strives to deepen, retain and improve the profitability of these relationships.

  • Actively monitors industry and company specific developments, identifying business opportunities for clients
  • Conducts customer meetings to effectively uncover financial needs and provide relevant solutions
  • Develops and maintains relationships with business partners to increase cross-sell opportunities and achieve sales goals
  • Work closely with Banco Santander International (BSI) in Miami, with a strong focus on developing relationships with mass affluent clients.
  • Ensures activities are within guidelines and policies, covering market, operational, credit, conduct and regulatory risks
  • Exclusively manages a portfolio of High Value clients and strives to deepen, retain and improve the profitability of these relationships through effective business development efforts and superior client service
  • Identifies and evaluates client needs by utilizing approved financial profiling materials to determine suitable product recommendations
  • Identifies new investment opportunities for existing clients. Recommends and sells products and services to both new and existing clients
  • 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
  • Maintains professional community relations to increase the company s visibility and new business opportunities


  • Bachelor's Degree in Business Administration or equivalent field or equivalent work experience
  • 5-9 years of experience in financial services including developing current and new client relationships, achieving sales goals and building referral sources
  • FINRA Series 7 and 66 or equivalent FINRA exams
  • Bilingual, English/ Spanish strongly preferred, in addition English/ Portuguese a plus. Excellent verbal and written communication in each language.
  • 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
  • Proven track record of working with and building long term relationships with mass affluent and non-resident alien clients
  • Self-starter who can work collaboratively, can maintain confidences, communicate effectively and demonstrate good judgment
  • Ability to work in a team environment
  • Comfortable using, advising on, and engaging customers in digital and other innovative forms of banking
  • 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
  • Excellent leadership skills
  • Excellent understanding of brokerage and insurance products
  • Excellent understanding of business services including retirement plans, business banking solutions, insurance and succession planning
  • Excellent understanding of personal trust and investment management
  • 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
  • Highly specialized and detailed level of deposit, loan (including mortgage) and banking services knowledge
  • Outstanding sales, interpersonal and communication skills
  • Proficiency in sales and service techniques, including tele-consulting, prospecting and networking
  • Strong PC and internal Bank systems skills
  • Strong financial acumen, general knowledge of commercial lending to small businesses
  • 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 customer s requests, ensures concerns are recorded accurately and action is initiated appropriately
  • Makes extra effort to satisfy customer s 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 one s 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 one s 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
  • 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
  • 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.


:Relationship Management

Primary Location

:Florida-Miami-1401 Brickell Avenue - 01014 - Miami-Brickell Avenue - Branch


:Consumer & Business Banking (1001)



Job Posting

:May 18, 2020, 8:14:08 PM

Associated topics: banking solution, client, collection analyst, commercial loan, loan, loan review officer, mortgage, mortgage loan originator, mortgage underwriter, personal banker iv * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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