Sr. Specialist, Client Support
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.