doradca(-czyni) klienta firmowego at Santander

Wrocław, Lower Silesian Voivodeship, Poland

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

At least one year of experience in sales and/or customer service in the financial sector
Value contact with people and building long-term relationships based on trust
Enjoy working in a team and achieving common goals
Basic knowledge of enterprise financial analysis and credit analysis
Minimum one year of experience in handling business entities
Minimum secondary education
Analytical skills
Communicative level of English (preferred, for contact with foreign clients and product selection)
Category B driving license (preferred)

Responsibilities

Presenting solutions to clients based on information from bank systems and using available tools
Providing information on the current offer of banking products and services
Scheduling meetings at the client's premises to understand the specifics of the company's operations
Ensuring the accuracy, quality, and completeness of client data in the bank's IT systems
Current and systematic registration of client contacts in the system
Offering and promoting banking products for small and medium-sized enterprise (SME) clients

Skills

Key technologies and capabilities for this role

SalesCustomer ServiceFinancial AnalysisCredit AnalysisAnalytical SkillsBanking ProductsBusiness Client Handling

Questions & Answers

Common questions about this position

What employment contract and duration is offered?

The position offers an employment contract (umowa o pracę) initially for 7 months, with the possibility of an indefinite contract after the onboarding period.

Is this a remote or on-site position, and where?

This is a stationary (on-site) position in the branch in Wrocław.

What are the key required skills and experience for this role?

Candidates need at least one year of experience in sales and/or customer service in the financial sector, experience handling business entities, basic knowledge of enterprise financial analysis and credit analysis, analytical skills, and at least secondary education.

What is the company culture like at Santander?

The company values relationships with people, diversity among employees, teamwork, providing the best customer experience in finance, and believes everyone can bring a unique perspective.

What benefits are provided?

Benefits include life insurance, private medical care with Medicover (option for dental package), bank product offers and employee loans, cafeteria system with points for activities like vacations or childcare subsidies, Multisport card, wellbeing activities, and volunteer opportunities.

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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