USA Sr. Specialist, Account Services

Santander Group

Milwaukee (WI)

On-site

USD 44,000 - 71,000

Full time

34 hours ago
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Job summary

Santander Group is seeking a Sr. Specialist, Account Services in Milwaukee, WI to manage daily issue resolution for partners and provide administrative support. You will own partner dashboards, monitor trends, and help drive improvements while coordinating with cross‑functional teams.

This role requires strong communication, confidentiality, and Excel/Salesforce proficiency. The position emphasizes partnership management with large employers, supporting money movement and audit processes.

Qualifications

  • 3+ years experience servicing partners and large employers.
  • 2+ years experience with employee benefits or insurance carriers.
  • Ability to maintain confidentiality and professional demeanor with internal and external customers.

Responsibilities

  • Manage daily issue resolution for assigned Partners/Large Employers.
  • Provide administrative support and escalation tracking for partner needs.
  • Monitor service trends and identify opportunities for improvement.
  • Own Partner dashboards and monthly reporting to partners.

Skills

Partner servicing
Analytical skills
Communication skills

Education

High school diploma or GED

Tools

Salesforce
Excel

Job description

## USA Sr. Specialist, Account ServicesCandidatar-se: WI Milwaukee Erie St: Tempo Integral: Publicado ontem: Req1628382USA Sr. Specialist, Account ServicesCountry: Estados Unidos da América**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:**Under the direct Supervision of the Partner Service Manager, the Partner Relations Specialist is responsible for managing daily issue resolution and providing administrative support for specific assigned Partners/Large Employers with money movement or audit risk. Takes ownership for providing communication plans and escalation tracking for proper internal and external visibility. This position also acts as a backup for Partner Service Managers for lower-level partner responsibilities.* Acts as a Partner Subject Matter expert for assigned partners being internal and external support.* Assist Partner Service Managers with critical needs and support to meet partner goals.* Assist with managing, monitoring and identifying service trends based on file, intake, operational data.* Identify scalable processes that will work across all of our partner relationships to meet or improve goals.* Regularly review internal knowledge base content for consistency, quality, and ease-of-use for assigned partners.* Gather insights from our support teams to identify trends and opportunities for improvement.* Own the success and serve as point of contact for critical high risk partner tasks.* Own Partner custom money movement processes with extreme detail to contractual obligations.* Proactively monitors file processing and act as file expert for each Partnership we support..* Responsible for daily ownership of Partner dashboard updates and necessary reporting to partners.* Responsible for performing customized monthly processes per Partner which include critical decision-making responsibilities to assist in partner framework being successful.* Escalate issues when appropriate and drives recovery efforts.* Identifies systemic issues as they occur and works with Manager to rectify.* Support Partner specific project work in reference to internal/external enhancements to improve our Partner experience.* Other duties as assigned by Manager based on business need.**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:** * High school diploma, GED: or equivalent work experience - Required**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.* Adaptability to prioritize workload and frequently transition between different focuses aligned with role and responsibilities.* Utilize communication and problem-solving skills to effectively perform assigned assignments.* Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, and rapid change.* Ability to work with a diverse work force and customer base.* Flexibility to adjust work hours to meet business needs is required. Training schedules may occur outside of standard working hours, and regular work schedules may need to be modified as necessary to support operational demands and business priorities. This could include night and weekend hours on occasion.* Excellent verbal and written communication skills.**Certifications:** * No Certifications listed for this job.**It Would Be Nice For You To Have:** * Familiarity with Salesforce and Advanced Excel and reporting skills**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:$44,250.00 USDMaximum:$71,000.00 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 TAOps@santander.us to discuss your needs.
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