Santander · 2 months ago
USA Sr. Specialist, Sales & Service Support
Boston
Full-time
Onsite
Mid, Senior Level
$58K/yr - $92K/yrSantander is a global leader and innovator in the financial services industry. The Sr. Specialist, Sales & Service Support will be the primary point of contact for existing clients, handling inbound calls and providing outstanding service solutions to meet clients’ financial needs.
BankingCommercial LendingFinanceFinancial ServicesPersonal Finance
Responsibilities
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
Qualification
Required
Bachelor's degree in Business or Finance preferred or relevant equivalent experience
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
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.)
FINRA Series 7, 63 and 65 (or 66) Securities Licenses and Life/Health Insurance licenses
Preferred
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education
Experience in Microsoft Office products
Company
Santander
Banco Santander is a banking firm that specializes in various banking services including retail, commercial, digital, & investment banking.
Founded in 1857
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-05-30Post Ipo Equity
1987-08-07IPO
Leadership Team
Hector Grisi
Consejero Delegado de Banco Santander
John Whelan
Managing Director of Digital Assets
Recent News
Computer Weekly
2026-01-16
2026-01-09
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