···
Log in / Register

Select High Client Specialist

Indeed
Full-time
Onsite
No experience limit
No degree limit
R. da Paz, 161 - Centro, São Luís - MA, 65010-230, Brazil
Favourites
Share
Some content was automatically translatedView Original

Description

Job Summary: This role is for a Business Banking Specialist managing client portfolios within the Select universe, offering hybrid service and comprehensive financial consulting. Key Highlights: 1. Manage Select client portfolios with hybrid service delivery and financial consulting. 2. Develop upgrade opportunities to Select Ultra High. 3. CPA 20 certification and completed undergraduate degree are mandatory. Select High Client Specialist Country: Brazil If you are eager to grow and learn continuously, and passionate about working with people, this could be your place! Santander is a growing ecosystem committed to helping individuals and businesses thrive. Here, you can create the new, challenge the status quo, and drive market innovation. We combine urgency for the present and vision for the future—always delivering the best possible customer experience. As a global company, Santander values diversity across all dimensions and fosters a culture of role horizontalization. At Santander, we embrace a horizontal organizational culture structured around four clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a Business Banking Specialist (B1\), where you will be positioned as a Specialist—the foremost expert in your field. **Key Responsibilities** Responsible for managing established client portfolios within the Select universe, delivering hybrid service and comprehensive financial consulting focused on profitability, relationship building, and client retention. * Deliver consultative service by alternating between digital and in-person channels as needed; * Conduct personalized financial planning, advising clients on portfolio options; * Develop upgrade opportunities to Select Ultra High; * Identify opportunities for upgrades and performance growth. **Behavioral and Technical Competencies** * Strong analytical capability and financial advisory skills; * Proficiency in negotiation and active listening; * Close engagement in portfolio management; * Ability to build long-term relationships; * Investment acumen and decisiveness. **Education/Certifications** * CPA 20 (mandatory); * Completed undergraduate degree; * Technical knowledge in credit, investments, and financial planning. Our Way of Being: At Santander, we value professionals who: * **Think Customer** – Place the customer at the center of every decision; * **Embrace Change** – Drive transformation and innovation; * **Act Now** – Act with agility and urgency; * **Move Together** – Collaborate effectively; * **Speak Up** – Communicate openly, ethically, and transparently. If this resonates with you, join Santander! \# BENEFITS * Variable Compensation (PLR \+ RV); * Medical and Dental Assistance; * Meal and Food Allowance; * Supplementary Pension; * Life Insurance; * Daycare/Babysitter Allowance; * Gympass or Totalpass; * Transportation Voucher; * Nascer Program; * Be Healthy – A program encouraging healthier lifestyles; * PAPE – Specialized Personal Support Program. So? Ready to be ignited? In our branches (agencies), we employ top-tier branch managers in the market—who stand alongside clients to understand their needs and deliver the most suitable solutions. If this resonates with you, join Santander! ️ \#AquiSuaChamaTransforma \#VemProSantander \#VemSerChama

Source:  indeed View original post
João Silva
Indeed · HR

Company

Indeed
Cookie
Cookie Settings
Our Apps
Download
Download on the
APP Store
Download
Get it on
Google Play
© 2025 Servanan International Pte. Ltd.