Senior Partner Relations Specialist – Money Movement

Santander Group; Milwaukee (WI); On-site; USD 44,000 - 71,000; Full time

Job summary

Santander in Milwaukee is seeking a USA Sr. Specialist, Account Services to manage daily issue resolution and provide administrative support for assigned Partners and Large Employers with money movement or audit risk.

Under supervision, you will own partner dashboards, reporting, and process improvements; familiarity with Salesforce and Advanced Excel preferred; requires 3+ years in partner servicing and strong communication.

Qualifications

• 3+ years experience servicing partners and large employers.
• 2+ years experience minimum with employee benefits, TPA’s or insurance carriers with preference to HSA/Notional products.
• Ability to maintain confidentiality and professional demeanor while working with internal and external customers.
• Ability to demonstrate analytical capabilities.
• Advanced knowledge of PC applications including Microsoft Office.
• Ability to complete multiple concurrent tasks while meeting rigorous deadlines.

Responsibilities

• Act as Partner Subject Matter Expert for assigned partners.
• Assist Partner Service Managers with critical needs and support to meet partner goals.
• Identify scalable processes to improve partner relationships and goals.
• Monitor and analyze service trends from file and intake data.
• Maintain partner dashboards and reporting for partners.
• Escalate issues and drive recovery efforts.
• Support partner-specific projects to improve partner experience.

Skills

Partner servicing

Analytical ability

Communication skills

Microsoft Excel

Education

High school diploma or GED

Equivalent work experience

Tools

Salesforce

Excel

Job description

Santander in Milwaukee is seeking a USA Sr. Specialist, Account Services to manage daily issue resolution and provide administrative support for assigned Partners and Large Employers with money movement or audit risk.

Under supervision, you will own partner dashboards, reporting, and process improvements; familiarity with Salesforce and Advanced Excel preferred; requires 3+ years in partner servicing and strong communication.