Jobs · OTHR · New York

Sr. Specialist, Client Support

Santander US · Albany, NY · 3 days ago
OTHR$46k/yrFull-time

Santander is a global leader and innovator in the financial services industry, evolving from a high-impact brand into a technology-driven organization. The Sr. Specialist, Client Support provides day-to-day support and service to assigned clients via telephone, email, and face-to-face communication, identifying opportunities to enhance client relationships through services and products that meet customer needs.

Responsibilities

  • Answers client inquiries and provides client education on Santander products and services
  • Conducts follow-up on all paperwork submitted to ensure it is completed accurately and in a timely manner by internal supporting departments
  • Handles daily customer requests via phone and/or system such as account opening, balance inquiries, wire processing
  • Performs advances, transfers, payoffs and pay downs on loans
  • Troubleshoots and investigates customer issues and onboards new clients
  • Supports Relationship Managers by answering calls, preparing packages, data entry, tracking vendor invoices and gathering information to resolve issues or complete projects
  • Prepares and distributes weekly ICC reports and packets, attends weekly meeting and takes minutes
  • Assists Loan Officers and customers with copies, transaction histories, copies of cancelled checks, pull statements, print-outs, account transfers, payments, requesting payoff letters, etc.
  • Types correspondence as needed (commitment letters, general correspondence)
  • Maintains bankruptcy log and prepares files for attorneys
  • Assists with Compliance requested items during exams to gather data/files
  • Processes payment invoices through Concur
  • Assists in maintaining current evidence insurance in credit files
  • Recognizes cross-sales and retention opportunities
  • Meets expectations set for compliance testing related to government banking regulations

Requirements

Education

  • Bachelor's Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education — Required

Professional Experience

  • 3+ years Customer service, Business process, or Project Management experience — Required

Skills

  • Experience in Microsoft Office (Outlook, Excel, and Word) — Required
  • Proven customer service/relations skills
  • Exceptional communication skills (verbal, written, presentation, and interpersonal)
  • Ability to manage multiple tasks/projects and deadlines simultaneously
  • Ability to identify and resolve exceptions and to interpret data
  • Strong analytical and problem-solving skills
  • Active listener who is patient and asks appropriate questions when necessary
  • Ability to operate a wide range of office technology, such as operating a multi-line telephone system, computer, copier and fax machine
  • Ability to exercise sound judgment and make prudent decisions
  • Fluid in adapting to and embracing change for themselves and with others

Preferred Qualifications

  • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education

Work Authorization

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Pay

Base pay range: $45,750.00 – $79,000.00 USD annualized (based on a 40-hour work week for non-exempt positions). Exact compensation may vary based on skills, experience, training, licensure, certifications, and location.

Benefits

Santander offers a comprehensive rewards package designed to support you, your family, and your well-being. Details are available in the Santander Benefits - 2026 Santander OnGoing/NH eGuide.

Working Conditions

Frequent minimal physical effort such as sitting, standing, and walking is required. Depending on location, occasional moving and lifting of light equipment and/or furniture may be required.

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