Staff, Small Business & Consumer Operations

Santander Group; Milwaukee (WI); On-site; USD 32,000 - 49,000; Full time

Job summary

Santander is seeking a Staff, Small Business & Consumer Operations professional in Milwaukee to provide world-class customer service and oversee account transactions. The role emphasizes accuracy, confidentiality, and compliance with federal/state regulations while handling various processing tasks and assisting in training and procedure updates.

Ideal candidates have 0+ years of data entry experience, proficiency in Microsoft Office and 10-key, and strong communication skills.

Qualifications

• High School or GED required; continuing education in business or finance desired.
• 0+ years of data entry and analysis experience in financial or healthcare settings preferred.
• Experience with fund transfers and distributions desired.
• Experience/tamiliarity with tax reporting desired.
• Proficient in Microsoft Office Suite and 10-key.
• Strong customer service skills and interpersonal communication.
• Ability to maintain confidentiality of company and customer information.
• Ability to multi-task, stay organized, and adapt to change.

Responsibilities

• Provide world-class customer service to accountholders through operations oversight.
• Process account transactions and associated tasks accurately and timely.
• Assist in training of tasks and procedures.
• Review procedures regularly and update or create new ones as needed.
• Report systems or policy issues to appropriate parties and act on customer feedback.
• Maintain compliance with related regulations and company policies.

Skills

Data entry

Customer service

Interpersonal skills

Verbal communication

Written communication

Confidentiality

Multi-tasking

Organization

Adaptability

Education

High School / GED

Business / Finance education (desired)

Tools

Microsoft Office

10-key

Job description

## Staff, Small Business & Consumer OperationsApply: WI Milwaukee Erie St: Full time: Posted Today: Req1628939Staff, Small Business & Consumer OperationsCountry: United States of America**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.**Base Pay Range:**Minimum:$31,500.00 USDMaximum:$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****:**If this sounds like a role you are interested in, then please apply.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.