doradca(-czyni) klienta firmowego at Santander

Kraków, Lesser 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 within the financial sector
Minimum one year of experience in serving business entities (podmioty gospodarcze)
Minimum secondary education (średnie wykształcenie)
Possesses analytical skills
Basic knowledge of financial analysis of businesses and credit analysis
Ability to communicate in English at a communicative level (preferred)

Responsibilities

Presenting client solutions based on information from bank systems and using available tools
Providing information on the current offer of banking products and services
Scheduling meetings with clients at their premises to understand their business operations
Maintaining the accuracy, quality, and completeness of client data in bank IT systems
Conducting current and systematic registration of client contacts in the bank's system
Offering and promoting banking products for clients in the SME segment
Building and maintaining long-term relationships with clients based on trust
Working collaboratively to achieve agreed-upon goals

Skills

Key technologies and capabilities for this role

SalesCustomer ServiceFinancial AnalysisCredit AnalysisAnalytical SkillsBanking ProductsSMEEnglishData ManagementRelationship ManagementIT Systems

Questions & Answers

Common questions about this position

What benefits are offered for this position?

Benefits include an initial 7-month employment contract with possibility of indefinite contract, life insurance, private medical care (Medicover) with optional dental package, employee loan, cafeteria system, Multisport card, wellbeing activities, volunteering opportunities, and additional social benefits like baby package.

Is this a remote or onsite position?

This is an onsite position requiring work in an office branch.

What experience and skills are required for this role?

Minimum one year of experience in sales/customer service in the financial sector and serving business entities, secondary education, analytical skills, basic knowledge of financial and credit analysis, and communicative English (preferred).

What is the salary for this position?

This information is not specified in the job description.

What does the company culture emphasize?

The role emphasizes teamwork to achieve goals, building long-term client relationships based on trust, and collaborative work within Santander Group, one of Poland's largest banks with over 300 branches.

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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