SMB Account Executive (Fundera)
NerdWalletSalary not specified
Full Time
Junior (1 to 2 years), Mid-level (3 to 4 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries
Requirements
- Experience in building positive relationships with clients
- Communicative, ready to help, and goal-oriented
- Ability to identify client needs and respond to them
- Engaged in completing tasks
- Enjoys working in a team
- Knowledge of MS Office package
Responsibilities
- Building long-term relationships with clients while increasing their satisfaction
- Promoting and selling banking products and services for SME clients
- Achieving sales targets while maintaining the highest quality standards
- Providing professional post-sales service to corporate clients
- Servicing clients in accordance with legal requirements and security standards
- Applying the bank's best policies and risk-reducing factors
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What employment contract and work arrangement does this position offer?
The role offers a full-time employment contract (umowa o pracę) with hybrid work in the office located at ul. Kolorowa 8 in Poznań, including shift work from Monday to Friday between 8:00-22:00.
What benefits are provided for this role?
Benefits include private medical care with Medicover (option to add dental), cafeteria system with points for activities like vacations or childcare subsidies, Multisport card, bank product offers, wellbeing activities, child starter kits, and special benefits for disabled employees such as health allowances and extra remote work options.
What skills and experience are required for this position?
Candidates need experience in building positive client relationships, strong communication skills with a goal-oriented and helpful attitude, ability to identify and respond to client needs, engagement in tasks, teamwork skills, and knowledge of MS Office package.
What is the team structure for this role?
The position is in either Zespół Zdalnej Współpracy z Klientem SME 2 led by Mateusz Domżał or Zespół Zdalnej Współpracy z Klientem SME 4 led by Agata Chełmowska, part of a Contact Center with over 1300 people across Warsaw, Wrocław, Poznań, and Lublin.
What makes a strong candidate for this SME client advisor role?
Strong candidates have experience building client relationships, are communicative and goal-oriented, can identify client needs, work well in a team, and know MS Office; they should be passionate about delivering top-quality service in finance.
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