Banco de Talentos | Especialista Cliente Invest at Santander

Evergreen, Colorado, United States

Santander Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries

Requirements

  • Ensino Superior completo ou em andamento
  • Certificação CPA-20 (CEA considerado diferencial)

Responsibilities

  • Atendimento receptivo dos clientes investidores não carteirizados no Santander AAA
  • Execução de operações de investimentos de valores mobiliários: aplicação e resgate de fundos de investimentos, COE, Crédito Privado, LIG, compra e venda de ações, BDR, FII, Termo, Futuros, Opções, IPO
  • Esclarecimento de dúvidas e consultas de valores mobiliários solicitadas pelos clientes
  • Aproveitamento do recebimento do contato do cliente para oferta de soluções de investimentos de acordo com o perfil de investidor de cada Cliente
  • Garantir a qualidade e satisfação no atendimento ao cliente sobre o tema de Investimentos

Skills

CPA-20
CEA
fundos de investimentos
COE
Crédito Privado
LIG
ações
BDR
FII
Termo
Futuros
Opções
IPO
atendimento ao cliente

Santander

Provides banking, investment, and insurance services

About Santander

Santander Bank provides a variety of financial services to individuals, small businesses, and large corporations in the United States. Its offerings include savings and checking accounts, loans, credit cards, and investment products. The bank also has specialized services through Santander Investment Services and insurance products via Santander Securities LLC. Santander stands out from its competitors by focusing on community growth, committing $13.6 billion to support initiatives like the 'Cultivate Small Business' program, which aids early-stage entrepreneurs, especially from underrepresented groups. The bank generates revenue through interest on loans, service fees, and commissions, while promoting responsible banking practices and financial education. Santander's goal is to empower individuals and businesses, enhance community prosperity, and provide comprehensive financial solutions.

Boston, MassachusettsHeadquarters
1902Year Founded
$75MTotal Funding
POST_IPO_DEBTCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees

Benefits

Health, dental, & vision
401k
Flexible PTO
Parental & sick leave
Discounts: technology, travel, auto, fitness, & tuition

Risks

ISO 20022 transition may challenge smaller business partners.
'Quishing' attacks pose a growing threat to consumer security.
Openbank faces competition in the U.S. high-yield savings market.

Differentiation

Santander's Openbank offers a 5.00% APY high-yield savings account nationwide.
The bank's Inclusive Communities Plan pledges $13.6 billion for community initiatives.
Santander's ISO 20022 adoption enhances operational efficiency and data management.

Upsides

Openbank's high-yield savings account attracts more U.S. customers.
Santander's renewable energy financing highlights commitment to sustainable investments.
Proactive cybersecurity measures enhance customer trust and protect digital assets.

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