ekspert(-ka) relacji z klientem (Select BO) at Santander

Kraków, Lesser Poland Voivodeship, Poland

Santander Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries

Requirements

  • Wykształcenie wyższe
  • Ponad 3-letnie doświadczenie w bankowości i sprzedaży usług/produktów bankowych, w tym produktów inwestycyjnych
  • Cenisz kontakt z ludźmi i budowanie długotrwałych relacji opartych na zaufaniu
  • Wiedza w zakresie funkcjonowania rynku kapitałowego oraz jego instrumentów
  • Umiejętność stawiania ambitnych celów i komfort w pracy z jasno określonymi kierunkami
  • Komfort w pracy indywidualnej i zespołowej
  • Chęć rozwoju w bankowości i zdobywania nowych kompetencji w specjalizacjach (Select, Hipoteka, MŚP)
  • Mile widziane
  • Umiejętność porozumiewania się w języku angielskim na poziomie komunikatywnym (kontakt z klientem zagranicznym)
  • Doświadczenie w sprzedaży produktów inwestycyjnych (w tym funduszy)
  • Prawo jazdy kat. B

Responsibilities

  • Obsługa klienta zamożnego
  • Zapewnienie profesjonalnej obsługi i najlepszych doświadczeń związanych z wizytą w oddziale
  • Oferowanie i promowanie produktów bankowych
  • Realizacja indywidualnych i zespołowych zadań sprzedażowych
  • Telefoniczny i bezpośredni kontakt z klientami
  • Budowanie długotrwałych relacji z klientami oraz pozyskiwanie nowych
  • Praca w zgodzie z obowiązującymi procedurami i standardami we wszystkich kanałach dystrybucji

Skills

Key technologies and capabilities for this role

Client RelationsBanking SalesInvestment ProductsCapital MarketsFunds SalesSales Targets

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 is it located?

This is a stationary (on-site) position in the 23rd Branch in Krakow at ul. Kapelanka 42A.

What are the key requirements for this role?

Candidates need a higher education degree, over 3 years of experience in banking and sales of banking products including investment products, knowledge of the capital market and its instruments, and a focus on building long-term client relationships.

What is the company culture like at Santander?

The company values relationships with people, diversity among employees, providing the best client experiences in the financial sector, and believes everyone can bring a unique perspective regardless of individual predispositions.

What makes a strong candidate for this customer relations expert role?

Strong candidates have over 3 years in banking sales especially investment products, enjoy client contact and building trust-based relationships, set ambitious goals, work well individually and in teams, and seek development in banking specializations like Select.

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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