Senior Financial Advisor
FartherSalary not specified
Full Time
Senior (5 to 8 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries
Requirements
- Wykształcenie wyższe (preferowane ekonomiczne lub finansowe)
- Ponad 3-letnie doświadczenie w bankowości, sprzedaży usług i produktów bankowych, w tym produktów inwestycyjnych
- Szeroka wiedza w zakresie funkcjonowania rynku kapitałowego oraz jego instrumentów
- Umiejętność budowania relacji z ludźmi i długotrwałych relacji opartych na zaufaniu
- Zdolność do stawiania sobie ambitnych celów i motywacja do ich realizacji
- Komfort w pracy indywidualnej, samodyscyplina i wysoka motywacja do działania
- Chęć rozwoju w bankowości i zdobywania nowych kompetencji w specjalizacjach takich jak Private Banking czy Hipoteka
- Mile widziane:
- Umiejętność porozumiewania się w języku angielskim na poziomie komunikatywnym
- Doświadczenie w pracy z klientem zamożnym oraz znajomość zagadnień podatkowych związanych z produktami inwestycyjnymi
- Prawo jazdy kat. B
Responsibilities
- Obsługa klienta zamożnego oraz wsparcie w wyborze najlepszych produktów i usług bankowych
- Zapewnienie profesjonalnej obsługi oraz najlepszych doświadczeń związanych z wizytą w oddziale
- Oferowanie i promowanie produktów inwestycyjnych oraz pozostałych produktów bankowych
- Realizacja indywidualnych i zespołowych zadań sprzedażowych
- Telefoniczny i bezpośredni kontakt z klientami
- Budowanie długotrwałych relacji z klientami zamożnymi oraz pozyskiwanie nowych
- Praca w zgodzie z obowiązującymi procedurami oraz standardami dotyczącymi realizowanymi we wszystkich kanałach dystrybucji
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What employment contract and location does this role offer?
The position offers a full-time employment contract starting with 12 months, with the possibility of an indefinite contract after the onboarding period, and is based in the branch in Gorzów Wielkopolski.
What compensation and benefits are provided?
The role includes participation in an attractive bonus system with a guaranteed bonus during the onboarding period and a wide range of benefits.
What are the key required skills and experience for this position?
Candidates need higher education (preferably in economics or finance), over 3 years of experience in banking and sales of banking products including investment products, and broad knowledge of the capital market and its instruments.
What is the company culture like at Santander?
The company values relationships with people, diversity among employees, providing the best customer experience in the financial sector, and believes everyone can bring a unique perspective.
What makes a strong candidate for the menedżer Select role?
Strong candidates value contact with people and long-term trust-based relationships, set ambitious goals, are self-disciplined and motivated for individual work, and want to develop in banking with specializations like Private or Hipoteka.
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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