What are the responsibilities and job description for the USA Sr. Specialist, Sales & Service Support position at Santander Bank, N.A.?
Boston, United States of America
Job Description
This is a phone based internal position where the incumbent will manage incoming customer calls, as well as temporarily support clients transitioning to Financial Consultants. This role will require handling inbound calls, and providing outstanding service solutions to meet clients’ financial needs.
Essential Functions/Responsibility Statements
Bachelor’s degree in Business or Finance preferred or relevant equivalent experience
Work Experience
3-5 years of experience providing investment guidance and advice to clients in a call center environment
Skills And Abilities
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
Primary Location: Boston, MA, Boston
Other Locations: Massachusetts-Boston
Organization: Santander Bank N.A.
Salary: $58,125 - $92,500/year
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
Job Description
This is a phone based internal position where the incumbent will manage incoming customer calls, as well as temporarily support clients transitioning to Financial Consultants. This role will require handling inbound calls, and providing outstanding service solutions to meet clients’ financial needs.
Essential Functions/Responsibility Statements
- Handle inbound calls from clients, responding efficiently and accurately. Understanding needs and explaining possible solutions ensuring clients feel support and valued.
- Enhance client satisfaction through proactive understanding of the client’s needs and objectives while providing appropriate support around the client investment/insurance service needs and maintaining consistent with compliance and operations standards
- Proactive daily client management of operational items
- Responsible for identifying cross sell opportunities for branch based Financial Consultants to drive organic growth and increased wallet share of existing clients through a differentiated client experience
- Continually build knowledge and capabilities within client segment and stay current with competitive trends.
- Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products.
- Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations.
- Highly self-motivated and self-disciplined with the ability to work effectively and independently
- Experience and comfort with phone-based support, with history of financial or investment product support.
- Excellent listening skills and the ability to explain complex information in a simple and concise manner, verbally and in writing.
- Knowledge of regulatory requirements to ensure a sound control environment
- FINRA Series 7, 63 and 65 (or 66) Securities Licenses and Life/Health Insurance licenses
Bachelor’s degree in Business or Finance preferred or relevant equivalent experience
Work Experience
3-5 years of experience providing investment guidance and advice to clients in a call center environment
Skills And Abilities
- Strong knowledge of sales support and effective sales enhancement techniques within the industry
- Ability to work independently and set appropriate priorities to meet deadlines
- Strong analytical and evaluative skills with ability to measure program performance and make recommendations for improvement
- Vendor relationship experience helpful
- Attention to detail
- Self motivator and creative thinker
- Excellent communication skills, including strong presentation skills and writing ability
- Maintains appropriate sales licensing
- P.C. software applications (e.g. Excel, Word, etc.)
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
Primary Location: Boston, MA, Boston
Other Locations: Massachusetts-Boston
Organization: Santander Bank N.A.
Salary: $58,125 - $92,500/year
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
Salary : $58,125 - $92,500
