Sr. Specialist, Sales & Service Support, Dorchester, MA

Santander US


Boston, MA

Why you should apply for a job to Santander US:

  • 4/5 in overall job satisfaction

  • 4.6/5 in supportive management

  • 79% say women are treated fairly and equally to men

  • 79% would recommend this company to other women

  • 78% say the CEO supports gender diversity

  • Ratings are based on anonymous reviews by Fairygodboss members.


    Position summary

    Sr. Specialist, Sales & Service Support, Dorchester, MACountry: United States of America


    This is a phone based internal position where the incumbent will manage a book of business, as well as temporarily support clients transitioning to branch based Financial Advisors.  This role will require handling inbound calls, as well as proactively reaching out to clients to deliver outstanding service and sales solutions to meet clients’ financial needs and goals.


    • 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 outreach to clients to identify needs, understanding client objectives and making appropriate investment/insurance recommendations consistent with compliance standards
    • Proactive daily client management of operational items
    • Identify cross sell opportunities for branch based Financial Advisors 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 and sales, 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

    • Bachelor’s degree in Business or Finance preferred or relevant equivalent work experience

    • 3+ years experience providing investment guidance and advice to clients in a call center environment

    • Series 7 and 66 (or 63 and 65) securities licenses + life/health insurance licenses preferred, or to be obtained within a specified timeframe


    • 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

    • Experience coaching and influencing others to achieve goals

    • Excellent communication skills, including strong presentation skills and writing ability

    • Maintains appropriate sales licensing

    • P.C. software applications (e.g. Excel, Word, Access, Callidus, PeopleSoft, etc.)

    Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. 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. 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: Dorchester, MA, Dorchester

    Other Locations: Massachusetts-Dorchester

    Organization: Santander Bank N.A.


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    What are Santander US perks and benefits

    Lactation facilities

    Maternity leave coaching


    Backup child care

    Elder care

    Paid maternity

    Paid paternity

    Paid adoptive

    Short term disability

    About the company

    Industry: Finance: Personal & Commercial Banking

    We’re Santander US, and we’re wholly owned by Santander Group, a global financial institution that serves more than 150 million customers worldwide. Here in the United States, we employ more than 14,000 people and serve more than 5 million customers through our businesses:

    • Santander Holdings USA Inc.
    • Santander Bank, N.A., our retail and commercial
    • Santander Consumer USA, our consumer auto finance business
    • Santander Private Banking, serving non-U.S. resident, high-net-worth
    • Santander Investment Securities, our investing arm for institutional investors and emerging market trading operations 

    Why you should apply for a job to Santander US:

  • 4/5 in overall job satisfaction

  • 4.6/5 in supportive management

  • 79% say women are treated fairly and equally to men

  • 79% would recommend this company to other women

  • 78% say the CEO supports gender diversity

  • Ratings are based on anonymous reviews by Fairygodboss members.