Banco de Talentos - Especialista Patrimonial - REG LITORAL NORDESTE at Santander

Evergreen, Colorado, United States

Santander Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries

Requirements

  • Graduação completa (pós-graduação is a plus)
  • Conhecimento em Pacote Office
  • Experiência em posições de Consultor de Seguros e Consórcios

Responsibilities

  • Ser referência em Seguros e Consórcios
  • Garantir a qualidade e satisfação no atendimento ao cliente sobre Seguros e Consórcios
  • Atuar in loco com clientes em visitas nas agências Santander ou outros espaços
  • Contribuir para o aumento dos negócios com excelência e satisfação no atendimento
  • Criar estratégias personalizadas para garantir proteção aos clientes
  • Desenvolver relacionamento de longo prazo com os clientes
  • Estruturar propostas de seguros e consórcios personalizadas e alinhadas aos perfis de clientes

Skills

Key technologies and capabilities for this role

InsuranceConsortiaCustomer ServiceClient Relationship ManagementSales StrategiesPersonalized Proposals

Questions & Answers

Common questions about this position

What is the salary for the Especialista Patrimonial position?

This information is not specified in the job description.

Is this a remote position or does it require working in specific locations?

The role requires in-person work with clients through visits to Santander agencies or other chosen spaces in the Regional Litoral Nordeste, which includes cities like Aracaju-SE, Feira de Santana-BA, Maceió-AL, and others.

What skills or experience are required for this role?

A complete graduation is required (post-graduation is a plus), knowledge of the Office Package, and experience in positions as a Consultant in Insurance and Consortia.

What is the company culture like at Santander?

Santander values a horizontal culture across all positions, diversity in all dimensions, and operates through 4 clusters: Especialista, Líder, Head e Sócio, fostering an environment to create the new, challenge the market, and prioritize client satisfaction.

What makes a strong candidate for this Especialista Patrimonial role?

Strong candidates have a complete degree (post-graduation preferred), Office Package knowledge, experience as a Consultant in Seguros and Consórcios, and can be a reference in these areas while building long-term client relationships.

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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