RESPONSIBILITY STATEMENTS

• Provides infrastructure support to several Financial Advisors (FAs) from a corporate location
• Driven to provide superior service for both internal and external clients
• Creates internal partnerships with other functional support groups, as well as partnerships with external business partners for the products and services they provide
• Works efficiently independently as well as in a team environment
• Applies industry knowledge and problem-solving skills within the framework of the role
• Manages corporate records
• Handles customer requests and inquiries
• Manages the Financial Advisors’ calendars, including scheduling appointments
• Provides administrative support including faxing, scanning, uploading documents, and data entry

QUALIFICATIONS

• Associate's Degree; in Finance, Business Administration, Insurance, Economics, Communications or Equivalent field, or equivalent work experience
• 3+ years of experience in customer service, sales related occupations
• FINRA Series 7 license required in order to be considered for this position. FINRA Series 65/66 license as well as appropriate state insurance licenses must be obtained within 90 days of start date.

SKILLS AND ABILITIES

• Ability to work independently and set appropriate priorities to meet deadlines
• Attention to detail
• Database record maintenance and reporting
• Excellent communication skills, including strong presentation skills and writing ability
• Experience coaching and influencing others to achieve goals
• Maintains appropriate sales licensing
• P.C. software applications (e.g. Excel, Word, PowerPoint)
• Preparation and presentation of materials
• Self motivator and creative thinker
• Strong analytical and evaluative skills with ability to measure program performance and make recommendations for improvement
• Strong knowledge of sales support and effective sales enhancement techniques within the industry
• Thorough knowledge of departmental and bank products and services

PHYSICAL DEMANDS

• 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.

COMPETENCIES

• Creates a good working environment in the team; works towards shared goals contributing ideas and accepting change
• Provides assistance and coaches less experienced team members
• Organizes and prioritizes workload and tasks for oneself and team members
• Actively plans ahead for routine and cyclical work
• Probes in-depth to understand the customer’s business needs
• Explores and understands the customer's alternatives and decision criteria
• Uses information and data effectively to support a position and present a rational case

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.

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.