Partner Relations Specialist — Accounts & Money Movement

Santander; Oregon; Hybrid; USD 44,000 - 71,000; Full time

Job summary

Santander USA is seeking a USA Sr. Specialist, Account Services to manage daily issue resolution for Partners and Large Employers, focusing on money movement and audit risk.

You will coordinate communication plans and escalation tracking to ensure visibility for both internal teams and external partners. In this role, you will back up the Partner Service Managers, act as a Partner Subject Matter Expert, monitor service trends, and drive process improvements to meet contractual obligations and

Qualifications

• High school diploma, GED: or equivalent work experience is required.
• 3+ years experience servicing partners and large employers.
• 2+ years experience with employee benefits, TPAs or insurance carriers with preference to HSA/Notional products.
• Excellent verbal and written communication skills.
• Ability to manage multiple tasks with rigorous deadlines.
• Flexibility to adjust work hours to meet business needs.

Responsibilities

• Manage daily issue resolution for assigned Partners/Large Employers with money movement or audit risk.
• Provide communication plans and escalation tracking for visibility.
• Backup for Partner Service Managers for lower-level partner responsibilities.
• Act as Partner Subject Matter Expert for assigned partners.
• Assist with monitoring service trends and identify improvement opportunities.
• Own Partner dashboard updates and reporting to partners.
• Perform customized monthly processes per Partner including critical decision-making responsibilities.

Education

High school diploma, GED: or equivalent work experience

Tools

Salesforce

Advanced Excel

Job description

Santander USA is seeking a USA Sr. Specialist, Account Services to manage daily issue resolution for Partners and Large Employers, focusing on money movement and audit risk.

You will coordinate communication plans and escalation tracking to ensure visibility for both internal teams and external partners. In this role, you will back up the Partner Service Managers, act as a Partner Subject Matter Expert, monitor service trends, and drive process improvements to meet contractual obligations and