doradca(-czyni) klienta firmowego at Santander

Poznań, Greater Poland Voivodeship, Poland

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

Minimum one year of experience in sales and/or customer service in the financial sector
Minimum one year of experience in serving business entities
Minimum secondary education
Possesses analytical skills
Basic knowledge of financial analysis of businesses and credit analysis
English language skills at a communicative level are desirable for communicating with foreign clients
Possession of a Category B driving license is preferred

Responsibilities

Presenting client solutions based on information from bank systems and using available tools
Providing information on current product and service offers of the bank
Scheduling meetings at the client’s premises to understand the company's operations
Maintaining the accuracy, quality, and completeness of client data in the bank’s IT systems
Maintaining current and systematic client contact records in the system
Offering and promoting bank products for clients in the small and medium-sized enterprise (SME) segment

Skills

Key technologies and capabilities for this role

SalesCustomer ServiceAnalytical SkillsFinancial AnalysisCredit AnalysisEnglishClient Data ManagementBank Systems

Questions & Answers

Common questions about this position

What benefits are offered for this position?

Benefits include a permanent employment contract after an initial 7-month period, life insurance, private medical care with Medicover, employee loan offers, a cafeteria system, Multisport card, wellbeing activities, volunteering opportunities, and additional social benefits.

Is this position remote or onsite?

This is a stationary onsite position in a branch in Poznań.

What experience and skills are required for this role?

Candidates need at least one year of experience in sales/customer service in the financial sector and serving business entities, analytical skills, basic knowledge of financial and credit analysis, secondary education, with communicative English and a Category B driving license preferred.

What is the salary for this Client Advisor position?

This information is not specified in the job description.

What makes a strong candidate for this role?

Strong candidates will have at least one year of experience in financial sales/customer service and serving businesses, analytical skills, basic financial/credit analysis knowledge, and preferably communicative English and a driving license.

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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