Job description
WHAT YOU WILL BE DOING
(THIS IS AN IN PERSON POSITION)
Position Summary:
The Associate Account Manager will be responsible to perform client service tasks in a well-organized and timely way, having a complete understanding of the need of the clients. Operates independently in providing day-to-day client service. It is necessary they have organizational skills, because they will undertake the tasks of receiving calls, take messages and routine correspondence, acting as the point of contact between the internal and external clients.
The Associate Account Manager reports to the Client Service Manager.
Position Duties/Responsibilities:
Relationship Management & Client Focus:
Work both with existing clients and with potential new clients in order to grow existing Assets Under Management and to establish new relationships.
- Guide clients through the onboarding process and the iWealth app/ebanking solution.
Analyze/Identify various investment opportunities in order to establish and maintain High Net Worth client relationships.
Offers investment products and services, include asset and risk management, banking, and credit.
Be very focused on client requirements and client satisfaction acting with urgency to solve all client escalations and issues and work collaboratively with various functional units to resolve issues quickly and effectively.
Proactive reach out to clients as needed to solve issues or dissatisfactions.
- Manage emails on a daily basis reading and answering both, personal email and iWealth email box.
New Accounts & Processual operations:
Carry out the onboarding process with the client, verify that account opening documentation provided by the client is correct and complete and input all information required at the internal systems.
Update & Closing account, collect customer information, review and follow-up by using DocuSign.
- Check daily account movements reports, identify, and cover overdrafts.
- Follow up with clients to regularize any incident or pendency identified by the Back Office Team.
Investments and value proposition
- Extensive knowledge of the investment products offer and iWealth value proposition.
- Support the client through the investment model and any product commercialized in iWealth.
- Assist the client in the commercialization and contracting of the credit product.
Review information for new loans or loan renewals prepared by Credit Risk for Client's signature.
Other duties as assigned or requested by immediate supervisor
Qualifications:
- Knowledge of modeling techniques and financial analysis
- Excellent time management skills and ability to multi-task and prioritize work
- Excellent written and verbal communication skills
- Organizational and planning skills in a fast-paced environment
- Attention to detail and problem-solving skills
- Strong knowledge of Banking and Regulatory Documentation requirements.
Education:
Bachelor’s degree required or equivalent experience
Work Experience:
Banking experience., 3-5 years
Languages:
Spanish, English & Portuguese (Required)
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: 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
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