USA Sr. Specialist, Account Services

Santander US; Milwaukee (WI); On-site; USD 44,000 - 71,000; Full time

Job summary

Santander US in Milwaukee seeks a Partner Relations Specialist to manage daily issue resolution and provide administrative support for Partner/Large Employers with money movement or audit risk.

You will own the success for high-risk partner tasks, monitor partner dashboards, and coordinate reporting to ensure contractual obligations are met and improvements identified. Excellent communication and analytical skills are essential in this role.

Qualifications

• 3+ years experience servicing partners and large employers
• 2+ years experience with employee benefits, TPAs or insurance carriers (HSA/Notional preferred)
• Maintain confidentiality and professional demeanor with internal and external customers
• Demonstrate analytical capabilities
• Advanced knowledge of PC applications including Microsoft Office
• Ability to manage multiple tasks with tight deadlines
• Adaptability to shift priorities and work under changing demands
• Strong communication and problem-solving skills
• Ability to work with a diverse workforce and customers
• Willingness to adjust work hours to meet business needs, including occasional nights/weekends
• Excellent verbal and written communication skills

Responsibilities

• Acts as a Partner Subject Matter Expert for assigned partners and provides internal and external support.
• Assist Partner Service Managers with critical needs to meet partner goals.
• Monitor and identify service trends from data and files.
• Identify scalable processes to improve partner relationships and goals.
• Review internal knowledge base for consistency and quality for partners.
• Gather insights from support teams to identify trends and improvement opportunities.
• Own success and be the point of contact for high-risk partner tasks.
• Own custom money movement processes with attention to contractual obligations.
• Proactively monitors file processing and serves as file expert for each partnership.
• Maintain daily ownership of Partner dashboards and reporting to partners.
• Execute customized monthly processes per Partner with critical decision-making responsibilities.
• Escalate issues and drive recovery efforts.
• Identify systemic issues and work with management to rectify.
• Support partner-specific project work for enhancements to improve partner experience.
• Other duties as assigned by Manager.

Skills

Partner servicing

Employee benefits

Confidentiality

Analytical skills

MS Office

Multitasking

Communication

Teamwork

Flexibility

Verbal & written communication

Education

High school diploma

Tools

Salesforce

Advanced Excel

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.

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 USD

Maximum:

$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) (https://businessolver.foleon.com/santander/2026-santander-eguide/)

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

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