Staff, Small Business & Consumer Operations

Santander US; Milwaukee (WI); Hybrid; USD 32,000 - 49,000; Full time

Job summary

Santander US in Milwaukee, WI is seeking a detail-oriented data entry and customer service professional. The role focuses on accurate account processing, transfers, and revenue-related tasks while maintaining confidentiality and compliance with regulations.

Responsibilities include processing contributions, reimbursements, and routine procedures, along with training support, multitasking, and adherence to service standards.

Qualifications

• High School / GED - Required
• Continuing education in Business or Finance desired
• 0+ years of experience in data entry and analysis, in a financial or healthcare setting preferred
• Experience with fund transfers and distributions desired
• Experience/knowledge with tax reporting desired
• Proficient in Microsoft Office Suite
• Proficient in 10-key
• Strong customer service skills
• Strong interpersonal skills
• Excellent verbal and written communication skills
• Maintains confidentiality of company and customer information
• Ability to effectively multi-task
• Excellent organizational skills
• Ability to work with a diverse work force and customer base
• Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, and rapid change.
• Ability to effectively and efficiently use a variety of technologies and software programs
• Strong commitment to achieving personal growth and success

Responsibilities

• Process account excess contributions removal, internal transfers, account adjustments, contribution, corrections, refunds, stop payments, and processing of death and divorce payments in an accurate and timely manner.
• Process accountholder reimbursement requests.
• Assist in training of tasks.
• Prioritize and perform multiple tasks at the same time.
• Regularly review procedures and update as needed, as well as create new procedures as needed.
• Report systems or policy issues to appropriate parties.
• Act as an advocate for the customer by submitting feedback through appropriate channels.
• Consistently meet/exceed all customer service standards.
• Model behavior consistent with Member Service standards, policies and procedures.
• Other duties as assigned by Supervisor/Manager/Team Lead.

Skills

Data entry

Data analysis

Microsoft Office

10-key

Customer service

Interpersonal skills

Verbal communication

Written communication

Confidentiality

Multitasking

Organization

Adaptability

Tech proficiency

Education

High School / GED

Tools

Microsoft Office

Job description

It Starts With You

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.

If you are interested in exploring the possibilities

We Want to Talk to You!

The Difference You Make

To provide world-class customer service to our accountholders through performance and oversight of operations functions encompassing account transactions. Maintain compliance with Federal and State regulations as well as Santander/HSA Bank policies and procedures. Meet/exceed individual service goals and demonstrate operational excellence. Proven proficiency in all major skill sets. Demonstrated self-motivation, flexibility, problem solving and decision-making skills.

• Process account Excess Contributions removal, Internal Transfers, Account adjustments, Contribution, Corrections, Refunds, Stop payments, and processing of Death and Divorce payments in an accurate and timely manner.
• Process accountholder reimbursement requests.
• Assist in training of tasks.
• Prioritize and perform multiple tasks at the same time.
• Regularly review procedures and update as needed, as well as create new procedures as needed.
• Report systems or policy issues to appropriate parties.
• Act as an advocate for the customer by submitting feedback through appropriate channels.
• Consistently meet/exceed all customer service standards.
• Model behavior consistent with Member Service standards, policies and procedures.
• Other duties as assigned by Supervisor/Manager/Team Lead.

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.

• Standard 40 Hours, 8 hours per day, Monday to Friday. Consistent 8 hour shift can be chosen between the hours of 8:00 a.m. and 5:30 p.m.
• Ability to work a rotating shift remotely until end of shift.
• Overtime hours will be mandated as necessary.
• Annual PTO “blackout” periods will apply during peak processing times from mid-December to the end of January and again in mid-April.

Education

• High School / GED - Required
• Continuing education in Business or Finance desired

Qualifications

• 0+ years of experience in data entry and analysis, in a financial or healthcare setting preferred
• Experience with fund transfers and distributions desired
• Experience/knowledge with tax reporting desired
• Proficient in Microsoft Office Suite
• Proficient in 10-key
• Job Skills / Knowledge:
• Strong customer service skills
• Strong interpersonal skills
• Excellent verbal and written communication skills
• Possesses the ability to maintain the strictest confidentiality of company and customer information.
• Ability to effectively multi-task
• Excellent organizational skills with attention to detail
• Ability to work with a diverse work force and customer base
• Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, and rapid change.
• Ability to effectively and efficiently use a variety of technologies and software programs
• Strong commitment to achieving personal growth and success

Certifications

• No Certifications listed for this job.

It Would Be Nice For You To Have

• Banking and Operational experience.
• Great team-oriented experience.
• Organized and motivated worker.

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.

Minimum

Base Pay Range: $31,500.00 USD

Maximum

$49,000.00 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)

Risk Culture

We embrace a strong risk culture and all of 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.

What To Do Next

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at [e-mail] to discuss your needs.

AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO