Sr. Specialist, Client Support

Banco Santander SA; New York (NY); Hybrid; USD 46,000 - 79,000; Full time

Job summary

Santander is seeking a Sr. Specialist, Client Support to provide day-to-day client assistance via telephone, email and in-person contact. The role includes onboarding new clients, handling account inquiries, and coordinating with internal departments to ensure timely processing of paperwork.

The position requires 3+ years in customer service or related fields, strong MS Office skills, and exceptional communication. Base pay ranges are posted; location is United States and travel may be required.

Qualifications

• Bachelor's Degree in related field or equivalent demonstrated through work experience, training, military service, or education - Required.
• 3+ years in customer service, business process, or project management.
• Experience with Microsoft Office (Outlook, Excel, Word) and strong communication skills.
• Ability to manage multiple tasks and deadlines with data interpretation and problem-solving.

Responsibilities

• Provide day-to-day client support via phone, email, and in person.
• Assist with opening accounts, balance inquiries, and wire processing.
• Handle loan transactions including advances, transfers, payoffs, and pay downs.
• Onboard new clients and troubleshoot issues with internal teams.
• Prepare packages, enter data, track invoices, and gather information for projects.
• Prepare and distribute ICC reports and keep minutes of meetings.
• Support loan officers and compliance-related data requests.

Skills

Microsoft Office

Customer service

Communication

Multitasking

Analytical thinking

Active listening

Office equipment

Judgment

Adaptability

Education

Bachelor's degree

Job description

Sr. Specialist, Client Support

Country: United States of America

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge whats possible. This is more than a strategic shift. Its a chance for driven professionals to grow, learn, and make a real difference.

The Difference You Make

The Sr. Specialist, Client Support provides day-to-day support and service to assigned Santander clients via telephone, email and face-to-face communication. They identify opportunities to enhance client relationships through services and products that meet the customers needs. The incumbent answers client inquiries and provides client education on Santander products and services. The Sr. Specialist, Client Support 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. Perform advances, transfers, payoffs and pay downs on loans. Troubleshoots and investigates customer issues and onboard 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, attend weekly meeting and take 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 prepare 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.

What You Bring

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

• Bachelors 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 problems solving skills.
• Being an 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.

Certifications

No Certifications listed for this job.

It Would Be Nice For You To Have

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

Work Authorization & Sponsorship

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

What Else You Need To Know

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

• Base Pay Range:
• Minimum: $45,750.00 USD
• Maximum: $79,000.00 USD

We Value Your Impact: Your contribution matters and its recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)

Risk Culture

We embrace a strong risk culture and all our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions

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

Employer Rights

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

The Santander Way

Santander is evolving from a global, high-impact brand into a technology-driven organization, and our people are at the heart of this journey. Together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge whats possible. This is more than a strategic shift. Its a chance for driven professionals to grow, learn, and make a real difference. Our mission is to contribute to help more people and businesses prosper. We embrace a strong risk culture and all our professionals at all levels are expected to take a proactive and responsible approach toward risk management.