doradca klienta firmowego at Santander

Wołów, 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

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
Nice to have:
Umiejętność porozumiewania się w języku angielskim na poziomie komunikatywnym
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 HandlingEnglish Communication

Questions & Answers

Common questions about this position

What employment contract and benefits are offered?

The role offers an employment contract starting with 7 months, with the possibility of an indefinite contract after the onboarding period, participation in an attractive bonus system with a guaranteed bonus during onboarding, life insurance, private Medicover medical care, bank product offers, employee loans, cafeteria system, Multisport card, and wellbeing activities.

Is this a remote or on-site position?

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

What skills and experience are required for this role?

Required qualifications include one year of experience in sales and/or customer service in the financial sector, valuing people contact and long-term trust-based relationships, teamwork skills, basic knowledge of enterprise financial analysis and credit analysis, one year of experience serving business entities, minimum secondary education, and analytical skills.

What is the company culture like at Santander?

The company values relationships with people, providing the best customer experience in the financial sector, diversity among employees, teamwork, and long-term trust-based relationships.

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

Strong candidates have at least one year of experience in financial sales or customer service, especially with business entities, basic financial and credit analysis knowledge, analytical skills, enjoy teamwork and building trust-based relationships; nice-to-haves include communicative English and category B driver's license.

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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