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, FinanceIndustries

Requirements

Roczne doświadczenie w sprzedaży i/lub obsłudze klienta w sektorze finansowym
Cenisz sobie kontakt z ludźmi i długotrwałe relacje oparte na zaufaniu
Lubisz działać zespołowo i osiągać wspólnie ustalone cele
Podstawowa wiedza z zakresu analizy finansowej przedsiębiorstw oraz analizy kredytowej
Minimum roczne doświadczenie w obsłudze podmiotów gospodarczych
Minimum średnie wykształcenie
Umiejętności analityczne
Prawo jazdy kat. B

Responsibilities

Prezentowanie klientowi rozwiązań na podstawie informacji z systemów bankowych i z wykorzystaniem dostępnych narzędzi
Udzielanie informacji na temat obowiązującej oferty produktów i usług bankowych
Umawianie spotkań w siedzibie klienta, aby poznać specyfikę działania firmy
Dbanie o aktualność, jakość i kompletność danych klienta w systemach informatycznych banku
Bieżąca i systematyczna rejestracja kontaktów z klientem w systemie
Oferowanie i promowanie produktów bankowych dla klientów z segmentu małych i średnich przedsiębiorstw (MŚP)

Skills

Key technologies and capabilities for this role

SalesCustomer ServiceFinancial AnalysisCredit AnalysisAnalytical SkillsTeamworkBusiness Client HandlingBanking Products KnowledgeEnglish Communication

Questions & Answers

Common questions about this position

What employment contract and duration can I expect?

The position offers an employment contract for the first 7 months, with the possibility of an indefinite contract after the onboarding period.

Is this role remote or office-based, and where?

This is a stationary office-based role in Poznań.

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

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

What is the company culture like at Santander?

The company values relationships with people, diversity among employees, teamwork, and providing the best customer experience in the financial sector as a tech-backed bank.

What benefits are offered in this role?

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

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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