Customer Operations Specialist - Small Business & Consumer

Santander Group; Milwaukee (WI); On-site; USD 32,000 - 49,000; Full time

Job summary

Santander is seeking a Staff, Small Business & Consumer Operations professional in Milwaukee to provide world-class customer service and oversee account transactions. The role emphasizes accuracy, confidentiality, and compliance with federal/state regulations while handling various processing tasks and assisting in training and procedure updates.

Ideal candidates have 0+ years of data entry experience, proficiency in Microsoft Office and 10-key, and strong communication skills.

Qualifications

• High School or GED required; continuing education in business or finance desired.
• 0+ years of data entry and analysis experience in financial or healthcare settings preferred.
• Experience with fund transfers and distributions desired.
• Experience/tamiliarity with tax reporting desired.
• Proficient in Microsoft Office Suite and 10-key.
• Strong customer service skills and interpersonal communication.
• Ability to maintain confidentiality of company and customer information.
• Ability to multi-task, stay organized, and adapt to change.

Responsibilities

• Provide world-class customer service to accountholders through operations oversight.
• Process account transactions and associated tasks accurately and timely.
• Assist in training of tasks and procedures.
• Review procedures regularly and update or create new ones as needed.
• Report systems or policy issues to appropriate parties and act on customer feedback.
• Maintain compliance with related regulations and company policies.

Skills

Data entry

Customer service

Interpersonal skills

Verbal communication

Written communication

Confidentiality

Multi-tasking

Organization

Adaptability

Education

High School / GED

Business / Finance education (desired)

Tools

Microsoft Office

10-key

Job description

Santander is seeking a Staff, Small Business & Consumer Operations professional in Milwaukee to provide world-class customer service and oversee account transactions. The role emphasizes accuracy, confidentiality, and compliance with federal/state regulations while handling various processing tasks and assisting in training and procedure updates.

Ideal candidates have 0+ years of data entry experience, proficiency in Microsoft Office and 10-key, and strong communication skills.