USA Sr. Specialist, Sales & Service Support

Banco Santander•Boston, MA

26d•$58,125 - $92,500

About The Position

The Sr. Specialist, Sales & Service Support will be the primary point of contact for existing clients handling inbound calls as well as proactive outreach. 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.

Requirements

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

Nice To Haves

Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.

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.