doradca(-czyni) klienta firmowego at Santander

Warsaw, Masovian Voivodeship, Poland

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, FinanceIndustries

Requirements

Minimum 1 year of experience in sales and/or customer service within the financial sector
Minimum 1 year of experience in servicing business entities
Minimum secondary education
Possesses analytical skills
Basic knowledge of financial analysis of businesses and credit analysis
Basic English communication skills for interacting with foreign clients. (Preferred)
Valid driver's license (Category B). (Preferred)

Responsibilities

Presenting client solutions based on information from bank systems and utilizing available tools
Providing information on current product and service offerings
Scheduling client meetings at the client's location to understand their business operations
Maintaining the accuracy, quality, and completeness of client data within bank IT systems
Conducting current and systematic registration of client contacts in the bank's system
Offering and promoting banking products for small and medium-sized enterprises (SMEs)

Skills

Key technologies and capabilities for this role

SalesCustomer ServiceFinancial AnalysisCredit AnalysisAnalytical SkillsBank SystemsClient Data ManagementSME BankingEnglish Communication

Questions & Answers

Common questions about this position

What benefits are offered for this position?

Benefits include a permanent employment contract (initially 7 months with potential for indefinite), life insurance, private medical care (Medicover) with optional dental package, employee loan, cafeteria system for activities or childcare funding, Multisport card, wellbeing activities, and volunteer opportunities.

Is this role remote or onsite, and where is it located?

The role is onsite in Warsaw, Poland.

What are the key requirements for this job?

Candidates need at least 1 year of experience in sales/customer service in finance and 1 year servicing businesses, minimum secondary education, analytical skills, basic knowledge of business financial and credit analysis, with basic English and a category B driver's license preferred.

What is the salary or bonus structure for this role?

Salary is not specified, but the position offers an attractive bonus system.

What makes a strong candidate for this corporate client advisor role?

Strong candidates will have at least 1 year of sales or customer service experience in the financial sector, including servicing businesses, along with analytical skills and basic financial analysis knowledge; preferred qualifications include basic English and a driver's license for client meetings.

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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