doradca(-czyni) klienta firmowego - 71 Oddział w Warszawie (Włochy)

Warsaw, Masovian Voivodeship, Poland

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Candidates should possess at least one year of experience in sales and/or customer service within the financial sector, minimum secondary education, analytical skills, and a valid driver's license (category B). A basic understanding of financial analysis of businesses and credit analysis is also required, along with at least one year of experience in serving business entities. Fluency in English at a communicative level is desirable.

Responsibilities

The doradca klienta firmowego will present client solutions based on information from banking systems, utilizing available tools. They will provide information on the current offer of banking products and services, schedule meetings with clients to understand their business needs, maintain the accuracy and completeness of client data in bank IT systems, and register client contacts. Additionally, they will offer and promote banking products for small and medium-sized enterprises (SMEs) and ensure ongoing customer relationship management.

Skills

Sales

Customer Service

Financial Analysis

Credit Analysis

Banking Products

Client Data Management

CRM

Business Needs Analysis

English (Communicative)

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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