Analyst - Corporate Banking Relationship Management

Posted:
7/1/2024, 5:00:00 PM

Location(s):
New York, New York, United States ⋅ New York, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Sales & Account Management

Workplace Type:
On-site

Analyst - Corporate Banking Relationship Management

Country: United States of America

The Analyst, Corporate Banking Relationship Manager plays a key role in building relationships with our highest value clients and is tasked with delivering an exceptional customer experience designed to retain and grow our top customers. Products marketed include but are not limited to: deposit, credit, interest and currency risk management products, cash management, international trade and liquidity solutions. Ability to source, structure and present business lending opportunities.

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.

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. 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

  • Builds and maintains client business plan models

  • Creates, consolidates, and prepares pitchbook materials for client meetings

  • Oversees the entire client due diligence process

  • Builds a collaborative internal relationship with key partners

  • Conducts joint calling and prospecting with specialists depending on situation

  • Utilizes sales tracking database to manage call/relationship management activities

  • Performs ad hoc client or sector analysis and additional business development initiatives

  • Practices sounds risk management protocols and adhere 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 degree and/or work experience, in Business, Finance, Economics, or a related field.


Work Experience:

  • Business Banking Relationship Manager role and/or related business experience., 1-3 years


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.

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:

$99,000.00 USD

Maximum:

$130,000.00 USD