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Santander US Associate, Sales & Service Support in Dorchester, Massachusetts

Associate, Sales & Service Support

Country: 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.