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Santander US Investment Service Representative in Dorchester, Massachusetts

Investment Service Representative

Req ID: 2103577 Date posted 07/21/2021


This inbound call center position is dedicated to servicing the needs of Financial Consultants in their distribution of investment and insurance products throughout the Santander Retail Branch Network. This position provides support and direction to the Financial Consultants regarding sales and service procedures, operational questions, system questions and assist in overall problem resolution. The person provides exceptional customer service to these internal clients while at the same time keeping up to date with industry changes, product changes as well as any internal procedural changes.


Communicate with internal departments to improve processes and Financial Consultant experience and efficiency.

Research and escalate when necessary any complex situations, defining and setting expectations to all involved parties the necessary steps for resolution.

Actively participate in all training, keeping expert knowledge in all changes to operational and compliance policy, procedure, and system enhancements in order to deliver exceptional service.

Complete any operational tasks as assigned, which includes, but not limited to, tracking of all incidents, resolution and outcome.

Respond to any in-bound phone inquiries and effective communicate operational, financial and system policies, procedures to an internal Financial Consultant Audience.

[EDUCATION] Bachelor's Degree; in Finance, Business Administration, Insurance, Economics, Communications or Equivalent field.,or equivalent work experience;

[WORK EXPERIENCE] 5-9 years; Experience in customer service, sales-related occupations.


License/Certification/Designation: FINRA Series 7 and 66 or Series 7, 65 and 63 required. State Life/health licenses preferred. ChFC, CLU, other industry designations desirable.


  • Ability to apply independent judgment.

  • Ability to manage multiple priorities in a team environment.

  • Excellent verbal and written communications necessary in order to talk to producers/customers about product features and to help in the sales process.

  • Highly organized and able to work independently.

  • Proficiency with computers and common office software - Proficient with Microsoft Office products.

  • Strong organizational and analytical skills with the ability to use financial models.

  • Understands state and local laws necessary to understand the legal implications of certain product features in different states.

  • Understands the consequences of not following the FINRA rules.


Minimal physical effort such as sitting, standing, and walking.


  • 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 customers’ 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

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.

Primary Location: Dorchester, Massachusetts, United States

Other Locations: Massachusetts-Dorchester

Organization: Santander Bank, N.A.

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.

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