Sr Banker
Sr Banker
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Job Description
Your Journey Starts Here:
Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized enabling you to thrive both professionally and personally. Here you will find ample opportunities to connect and collaborate with talented colleagues from around the world sharing insights and driving innovation together. Join us at Santander where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits if you are interested in exploring the possibilities We Want to Talk to You!
The Senior Banker is responsible for delivering a personalized high-touch service experience to a portfolio of affluent clients with a minimum of $3MM in liquid or investable assets. As the primary point of contact the Banker is expected to take a proactive and strategic approach to deepening existing relationships retaining clients and acquiring new business.
The Senior Banker serves a key liaison between clients and investment business partners ensuring efficient and accurate close partnership with the Investment Advisor the Senior Banker jointly manages the same book of business working collaboratively to deepen client engagement and capture a greater share of wallet.
The Senior Banker reports to the Regional Director.
Position Responsibilities:
Develop manage and retain client relationships with high-net-worth individuals. As part of a Regional Team participates in the Banks 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.
Job Requirements:
Bachelors degree required or equivalent experience
6 - 8 years of relevant experience
Strong knowledge of the Private Banking industry and regulations.
Strong knowledge of domestic and foreign securities markets and products.
Demonstrates knowledge of bank products services and bank operations.
Skilled at and/or aptitude for assessing client needs providing applicable solutions/recommendations and building client relationships based on mutual trust to optimize sales opportunities to existing clients.
Ability to understand and implement process and/or regulatory requirements during all interactions with clients.
Ability to effectively present information in one-on-one and small group situations to clients and other employees of the organization.
Strong sales and marketing skills.
Excellent written and oral communications skills.
Excellent organizational and time management skills.
English and Spanish (Portuguese is required only for those working with Brazilian clients).
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.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt) the annual range is based on a 40-hour work week. The exact compensation may vary based on skills experience training licensure and certifications and location.
Base Pay Range
Minimum:
Maximum:
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide ()
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander we value and respect differences in our workforce. 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 standingand walking is required for this role. Depending on location occasional moving and lifting light equipment and/or furniture may be required.
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 your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason please contact us at to discuss your needs.
Required Experience:
Senior IC
Employment Type
Full-Time
