Senior Banker

Senior Banker

Country: United States of America

Position Summary

The Senior Banker is responsible for delivering a high-touch and superior service experience to a portfolio of affluent clientele who have a minimum of $3MM in liquid/investable assets. As the main point of contact for the client, the Banker’s primary responsibility is to adopt a proactive and disciplined approach to expanding and retaining existing relationships and acquiring new affluent clients.

The Senior Banker facilitates efficient and accurate interactions between the client and investing business partners. Senior Banker also partners with the Investment Advisor to capture a greater share of client wallet, working the exact same book of business together. 

The Senior Banker reports to the Regional Director.

Primary Duties and Responsibilities

• Develop, manage, and retain client relationships with high-net-worth individuals. As part of a Regional Team, participates in the Bank’s private banking efforts throughout Mexico, Venezuela, Brazil, Chile, Argentina, or other countries in Latin America. Services provided to these clients include: banking, credit, asset and risk management.

• Work both with existing clients and with potential new clients in order to grow existing Assets Under Management and to establish new relationships.

• Analyze various investment opportunities in order to establish and maintain High Net Worth client relationships.  

• Review and analyze corporate financial reports, statements of profits and earnings, statements of past earnings, and other financial data in order to reach preliminary conclusions regarding investment possibilities. Based on these analyses, prepare reports setting forth the background, competitive positions, analyses of profits and outlooks, financial health and structure, valuation, liquidity and timing of various companies.  

• Provide clients with up-to-the minute investment information and responsible for carrying out their clients’ investment decisions. Offers in-depth knowledge of investment products and services offered include asset and risk management, banking, credit, and trusts.

• Works closely with Private Wealth, Products and Compliance areas to develop sales strategies for target clients and markets and ensures that cross business synergies are developed.

Other duties as assigned or requested by immediate supervisor

Specialized Knowledge

• Knowledge of modeling techniques and financial analysis

• Strong knowledge of Banking and Regulatory Documentation requirements.
• Knowledge of domestic and foreign securities markets and products.                
• Ability to effectively present information in one-on-one and small group situations to clients and other employees of the organization.              

Supervisory / Management Scope: Manage process or technology  

Technical Knowledge

Strong sales and marketing skills. 
Excellent corporate work ethics. 
Possess strong interpersonal and organizational skills. 
Demonstrated analytical and problem-solving skills with ability to proactively identify, address, and mitigate potential problems

Licenses / Certifications: N/A

Languages: English and Spanish, required

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 i