Sr. Specialist, Client Support
Core
Provides day-to-day support and service to assigned Santander clients via telephone, email, and face-to-face communication, handling account operations, loan processing, and compliance tasks.
Role type
Senior Client Support Specialist
Builds
Client service interactions and operational support for Santander banking products
Domain
Financial Services / Banking Operations
Deliverable
client delivery
Required skills
Account opening and balance inquiries, wire processing, loan advances/transfers/payoffs, troubleshooting customer issues, client onboarding, data entry, report preparation, compliance testing, payment invoice processing, correspondence typing, bankruptcy log maintenance
Preferred skills
Microsoft Office proficiency, multi-tasking, analytical problem solving, active listening, office technology operation
Technologies
Microsoft Office (Outlook, Excel, Word), multi-line telephone system, computer, copier, fax machine, Concur
Responsibilities
Handle daily customer requests via phone/system, troubleshoot and investigate customer issues, support Relationship Managers with data gathering and package preparation, prepare weekly ICC reports, assist Loan Officers with transaction histories and payoff letters, type correspondence, maintain bankruptcy logs, assist with compliance exams
Seniority
Senior, hands-on IC
