Specialist sales service support

Country: United States of America

Your Journey Starts Here

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.

An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!

The Difference You Make

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.
  
  

What You Bring

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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.)
  
  

Certifications

• FINRA Series 7, 63 and 65 (or 66) Securities Licenses and Life/Health Insurance licenses
  
  

It Would Be Nice For You To Have

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

What Else You Need To Know

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range

Minimum

$58,125.00 USD

Maximum

$92,500.00 USD

Link To Santander Benefits

Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)

Risk Culture

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. 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 is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.

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 your employment at any time for any reason.

What To Do Next

If this sounds like a role you are interested in, then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at [email protected] to discuss your needs.

Primary Location: Boston, MA, Boston

Other Locations: Massachusetts-Boston

Organization: Santander Bank N.A.

AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO