Analyst, Investment Banking – Software Location: UCM - San Francisco
Time Type: Full time
Posted On: Posted 2 Days Ago
Job Requisition ID: Req1358156
Country: United States of America
Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends, and potential projects. Works pre-developed lead lists to generate business and identify new customer prospects.
Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. Provides support to help clients coordinate solutions, manage accounts, obtain advice, and administer services. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, software services, solutions, and products. Makes presentations to potential clients and contributes to the achievement of sales targets.
Essential Functions/Responsibility Statements: Effectively utilizes centralized credit support team for both new originations and portfolio management. Develops a targeted COI (center of influence) list and has a detailed plan to build relationships that lead to referral business to achieve goals. Builds a collaborative internal relationship with key partners. Introduces top clients to appropriate specialists to deepen share of wallet. Conducts joint calling and prospecting with specialists depending on the situation. Provides specific assistance to assigned internal partners for outside joint calling, technical questions related to larger deposit and loan opportunities, etc. Utilizes sales tracking database to manage call/relationship management activities. Practices sound risk management protocols and adheres to internal and regulatory requirements. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education: Bachelor's Degree or equivalent work experience in Business, Finance, Economics, or equivalent field. (Req)
Work Experience: Business Banking Relationship Manager role and/or related business lending experience, 3-5 years (Req)
Skills and Abilities: Advanced knowledge of business products and services; strong business or commercial credit acumen. Proven track record of sales and outside calling skills. Excellent communication (written & verbal) and interpersonal skills. Ability to develop strong customer and colleague relationships. Local market knowledge and the ability to develop, retain and expand relationships with Centers of Influence. Ability to manage multiple priorities in a team environment. 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.
Base Pay Range Minimum: $99,000.00 USD
Maximum: $130,000.00 USD
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