doradca(-czyni) klienta firmowego at Santander

Lodz, Lodz 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
A strong preference for direct client contact and building long-term relationships based on trust
Ability to work effectively in a team and achieve collectively set goals
Basic knowledge of financial analysis of businesses and credit analysis
Minimum one year of experience in serving business entities
Minimum secondary education
Strong analytical skills

Responsibilities

Presenting client solutions based on information from bank systems and utilizing available tools
Providing information about 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
Ongoing and systematic registration of client contacts in the bank’s system
Offering and promoting bank products for small and medium-sized enterprises (SMEs)

Skills

Key technologies and capabilities for this role

SalesCustomer ServiceFinancial AnalysisCredit AnalysisAnalytical SkillsClient Relationship ManagementData ManagementTeamwork

Questions & Answers

Common questions about this position

What is the work location for this position?

The role is onsite with a permanent office location in Łódź, Poland.

What benefits are offered for this role?

Benefits include life insurance, private medical care with Medicover (optional dental package), employee loan offer, cafeteria system for activities or childcare funding, Multisport card, wellbeing activities, volunteer opportunities, and additional social benefits.

What experience and skills are required for this position?

Candidates need at least one year of experience in sales/customer service in the financial sector and serving business entities, basic knowledge of financial and credit analysis, strong analytical skills, preference for direct client contact and building trust-based relationships, and ability to work effectively in a team.

What is the employment contract type and bonus information?

The position offers a permanent employment contract starting with an initial 7-month contract and potential for indefinite after onboarding, plus an attractive bonus system with a guaranteed bonus during the onboarding period.

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

Strong candidates have at least one year of financial sector sales or customer service experience with business entities, enjoy direct client interactions to build long-term trust-based relationships, possess analytical skills and basic financial/credit knowledge, and excel in teamwork.

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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