USA Sr. Specialist, Sales & Service Support

Santander • Boston, MA

69d • $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. 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees