doradca(-czyni) klienta firmowego at Santander

Elbląg, Warmian-Masurian Voivodeship, Poland

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, FinanceIndustries

Requirements

Minimum one year of experience in sales and/or customer service within the financial sector
Strong preference for individuals who enjoy building long-term relationships based on trust
Ability to work effectively within a team and achieve shared goals
Basic knowledge of financial analysis of businesses and credit analysis
Minimum one year of experience in servicing business entities
Minimum secondary education
Possesses analytical skills
Ability to communicate in English at a communicative level (nice to have)
Category B driving license (nice to have)

Responsibilities

Presenting client solutions based on information from bank systems and utilizing available tools
Providing information on the current offer of banking products and services
Scheduling client meetings at the client's location to understand their business operations
Maintaining the accuracy, quality, and completeness of client data in bank IT systems
Ongoing and systematic registration of client contacts in the bank's system
Offering and promoting banking products for clients in the Small and Medium Enterprises (SME) segment

Skills

Key technologies and capabilities for this role

SalesCustomer ServiceFinancial AnalysisCredit AnalysisAnalytical SkillsBanking ProductsClient Relationship ManagementSME Servicing

Questions & Answers

Common questions about this position

What is the compensation for this Business Client Advisor role?

The position offers a competitive salary, performance-based bonuses, and a comprehensive benefits package.

Is this role remote or onsite, and where is it located?

This is an onsite full-time position located in Elbląg, ul. Królewiecka 88, Poland, specifically in Branch 1.

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

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

What benefits are offered in this role?

Benefits include an initial 7-month employment contract extendable to indefinite, life insurance, private medical care with Medicover (dental option), bank product offers and employee loans, cafeteria system for activities or childcare, and Multisport card with wellbeing programs.

What makes a strong candidate for this Business Client Advisor position?

Strong candidates have at least one year of financial sales/service and business servicing experience, enjoy building long-term client trust relationships, possess teamwork skills, analytical abilities, and basic financial knowledge; English proficiency and a B driving license are nice-to-haves.

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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