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Santander

Global retail and commercial banking group

Client Specialist B2 1

Account ManagementUpdated on Nov 14
Full-timeSorocaba, State of São Paulo, BrazilNo salary listedIn-person

About the Job

Requirements

  • Experience in the financial market.
  • Experience managing a business-client portfolio with annual revenue between R$ 10 million and R$ 30 million.
  • Experience with active prospecting.
  • Experience in consultative client relationships.
  • Experience conducting commercial visits.
  • Experience commercializing financial products.
  • Experience with business financial analysis.
  • A completed undergraduate degree.
  • A current CPRO-R certification or the former CPA20 certification is required.
  • Skills in business-client portfolio management, business credit, financial products, balance-sheet analysis, risk management, business development, and negotiation.
  • Consultative perspective, relationship-building ability, analytical ability, communication, negotiation, and results orientation.

Responsibilities

  • Manage, develop, and increase the profitability of the business-client portfolio.
  • Prospect new companies.
  • Sell financial solutions.
  • Conduct periodic commercial visits.
  • Analyze revenue, balance sheets, and financial indicators.
  • Assess risk and portfolio quality.
  • Provide consultative service.
  • Ensure regulatory compliance.
  • Develop long-term relationships with business owners and decision-makers.

About the Company

Santander

Global retail and commercial banking group

Santander is a global bank focusing on retail and commercial banking in Europe and the Americas, serving individuals and SMEs with regional franchises and a broad consumer finance arm, plus a Corporate & Investment Banking division for multinational clients. It uses its Gravity cloud platform to migrate core banking and rapidly deploy digital services such as Openbank across markets, combining fintech-style agility with a bank's balance sheet. The bank differentiates itself by marrying a large retail footprint with global CIB capabilities under the One Santander verticals model to boost efficiency and cross-border revenue. Its goals include improving returns on tangible equity and financing the green economy through sustainable finance and renewable energy projects.

Company size
10,001+
Company stage
IPO
Headquarters
Boadilla del Monte, Spain
Founded
1902

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