Sr. Specialist, Client Support

santander; United States; On-site; USD 46,000 - 79,000; Full time

Benefits offered by this job

Santander Benefits

Job summary

Santander US is seeking a Sr. Specialist, Client Support to deliver day-to-day service to assigned clients via phone, email, and in-person interactions.

You will identify opportunities to strengthen relationships and educate clients on Santander products and services. The role supports Relationship Managers by handling calls, data entry, and documentation, while assisting with loan processing and compliance tasks.

Qualifications

• Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required.
• 3+ Years Customer service, Business process, or Project Management experience - Required.
• Experience in Microsoft Office (Outlook, Excel, and Word) - Required.
• Proven customer service/relations skills.
• Exceptional communication skills (verbal, written, presentation, and interpersonal).

Responsibilities

• Provide day-to-day support to Santander clients via phone, email and face-to-face communication.
• Identify opportunities to enhance client relationships with services and products that meet customers' needs.
• Follow up on paperwork to ensure completion by internal departments.
• Handle daily requests such as account opening, balance inquiries, wire processing.
• Assist Relationship Managers by answering calls, data entry, and gathering information to resolve issues.
• Prepare and distribute ICC reports and packets, take minutes in weekly meetings.
• Assist Loan Officers and customers with copies, transaction histories, payoff letters, etc.
• Assist in maintaining current insurance evidence in credit files and support compliance during exams.

Skills

Microsoft Office

Customer service

Communication skills

Multitasking

Data interpretation

Analytical thinking

Active listening

Office equipment

Judgment & decision making

Adaptability

Education

Bachelor's degree or equivalent

Tools

Concur

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 what's possible. This is more than a strategic shift. It's 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 inquires 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:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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 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 it's 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)