Senior Banker EIS
Senior Banker EIS
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Job Description
Position Summary
The Senior Banker EIS is responsible for developing and promoting business with EAMs and managing the relationships with their final private banking clients. The Senior Banker EIS drives the implementation of the Commercial Strategy with this channel and oversees the of business plans and commercial objectives. Supports and leads local support bankers and communicates goals to achieve. Trains local support bankers and oversee an annual budget. Ensures compliance with internal controls operational procedures and risk management policies.
The Senior Banker EIS reports to Senior Banker Team Leader.
Position Duties / Responsibilities
Commercial
Develop manage and retain relationships with EAMS and their final clients. As part of the commercial team participates in the Banks private banking efforts throughout the different countries where the EAMs are based.
Maintain the HighNetWorth client relationships presented by the EAMs.
Work both with existing EAMS and potential new EAMs in order to grow existing Assets Under Management and to establish new relationships.
Business Management
Responsible for the local support bankers accounts to ensure increasing volume and revenues
Supports local support bankers in solving and identifying resources and information within the Bank
Acquire new EAMs and assign them to local support bankers
Operations and Procedures
Review and analyze EAMs documents (corporate financial reports shareholders articles of incorporation etc. in order to complete the EAM form and prepare the onboarding process with legal and compliance departments.
Ensures compliance with internal controls operational procedures and risk management policies.
Review new EAMs and new accounts before and after Business Risk Working Group.
Communicate to local support bankers the goals and objectives set for the period (annual and/or 4 monthperiods).
Helps to drive collaboration across BPI promotes communication.
Other duties as assigned or requested by immediate supervisor
Specialized Knowledge
Experience in dealing with wealthy institutionaltype clients family offices and multifamily offices or external asset managers.
Extensive market and customer knowledge (including Latin American idiosyncrasies).
Demonstrated leadership
Strong knowledge of banking and regulatory documentation requirements.
Adaptable/flexible; forward thinking.
Strong financial acumen.
Supervisory / Management Scope: Manage process or technology
Technical Knowledge
Strong sales and management skills
Excellent judgment and creative problemsolving skills including negotiation and conflict resolution
Strong organizational skills.
Exceptional communications skills written and oral.
Licenses / Certifications: N/A
Languages: Spanish English
Physical Requirements
Duties are performed in an office 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 1020 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 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.
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (nonexempt) the annual range is based on a 40hour work week. The exact compensation may vary based on skills experience training licensure and certifications and location.
Base Pay Range
Minimum:
Maximum:
Required Experience:
Senior IC
Employment Type
Full-Time
