eSI - Account Manager

Miami, United States of America

WHAT YOU WILL BE DOING

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.
• Analyze various investment opportunities in order to establish and maintain High Net Worth client relationships and guide them through the eSI app.
• 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
• Read and answer emails on a daily basis

New Accounts & Updates
• Verify that account opening information is complete correctly.
• Opening account, collect customer information, review and follow-up by using DocuSign
• Account update, collect customer information, review and follow-up by using DocuSign
• Closing account, collect customer information, review and follow-up by using new system

Wire Transfers
• Address request for wire transfers
• Follow up with 360 EWF workflow and send confirmation if needed

Credit Operations
• Coordinate meeting with credit area
• Review information for new loans or loan renewals prepared by Credit Risk for Client's signature
• Assist with the preparation of credit reports required

Overdrafts
• Check daily account movements reports
• Identify and cover overdrafts

Investments
• Update client's investment profile as needed for back-up.
• Coordinate and follow up with POs pending's for the Team in order to avoid Tolerance.

Back Office:
• Follow up and verify that all the transactions requested have been completed / processed by the operations dept.
• Open/close accounts and portfolios by using new system.
• Transfers securities (incoming/outgoing) by using new system.
• Follow up with clients Capital Calls and cover designated portfolios in order for Back Office Team to process.

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

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.

English

Primary Location: Miami, Florida, United States of America

Other Locations: Florida-Miami

Organization: Banco Santander International

As a part of our commitment to the health and safety of our employees and clients, we have implemented COVID-related health and safety requirements for our workforce. These requirements may include all or some combination of: disclosing your vaccination status, being fully vaccinated, regular testing, mask wearing and social distancing. As you go through our selection process, the requirements will be clearly disclosed to you.