Sr. Specialist, Client Support

Posted Yesterday
Be an Early Applicant
5 Locations
In-Office or Remote
46K-79K Annually
Senior level
Financial Services
The Role
Provides day-to-day support to Santander clients through phone, email, and face-to-face communication. Handles account servicing, wires, loan transactions, client onboarding, issue resolution, documentation, reporting, invoice processing, compliance requests, and credit-file maintenance. Supports Relationship Managers and Loan Officers, identifies cross-selling and retention opportunities, and ensures accurate, timely completion of client paperwork while meeting banking compliance expectations.
Summary Generated by Built In
Sr. Specialist, Client Support

Country: United States of America

It Starts Here:

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:
The Sr. Specialist, Client Support provides day-to-day support and service to assigned Santander clients via telephone, email and face-to-face communication. They identify opportunities to enhance client relationships through services and products that meet the customers' needs. The incumbent answers client inquires and provides client education on Santander products and services. The Sr. Specialist, Client Support conducts follow up on all paperwork submitted to ensure it is completed accurately and in a timely manner by internal supporting departments.

  • Handles daily customer requests via phone and/or system such as account opening, balance inquiries, wire processing. Perform advances, transfers, payoffs and pay downs on loans.
  • Troubleshoots and investigates customer issues and onboard new clients.
  • Supports Relationship Managers by answering calls, preparing packages, data entry, tracking vendor invoices and gathering information to resolve issues or complete projects.
  • Prepares and distributes weekly ICC reports and packets, attend weekly meeting and take minutes.
  • Assists Loan Officers and customers with copies, transaction histories, copies of cancelled checks, pull statements, print-outs, account transfers, payments, requesting payoff letters etc.
  • Types correspondence as needed (commitment letters, general correspondence).
  • Maintains bankruptcy log and prepare files for attorneys.
  • Assists with Compliance requested items during exams to gather data / files.
  • Processes payment invoices through Concur.
  • Assists in maintaining current evidence insurance in credit files.
  • Recognizes cross sales and retention opportunities.
  • Meets expectations set for compliance testing related to government banking regulations.

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:

  • Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required.

Professional Experience:

  • 3+ Years Customer service, Business process, or Project Management experience - Required.

Skills:

  • Experience in Microsoft Office (Outlook, Excel, and Word) - Required.
  • Proven customer service/relations skills.
  • Exceptional communication skills (verbal, written, presentation, and interpersonal).
  • Ability to manage multiple tasks/projects and deadlines simultaneously.
  • Ability to identify and resolve exceptions and to interpret data.
  • Strong analytical and problems solving skills.
  • Being an active listener who is patient and asks appropriate questions when necessary.
  • Ability to operate a wide range of office technology, such as operating a multi-line telephone system, computer, copier and fax machine.
  • Ability to exercise sound judgment and make prudent decisions.
  • Fluid in adapting to and embracing change for themselves and with others.

Certifications:

No Certifications listed for this job.


It Would Be Nice For You To Have:

Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.


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:

$45,750.00 USD

Maximum:

$79,000.00 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 [email protected] to discuss your needs.

Skills Required

  • Bachelor’s degree in a related field, or equivalent combination of work experience, training, military service, or education
  • At least 3 years of customer service, business process, or project management experience
  • Experience with Microsoft Office, including Outlook, Excel, and Word
  • Proven customer service and customer relations skills
  • Exceptional verbal, written, presentation, and interpersonal communication skills
  • Ability to manage multiple tasks, projects, and deadlines simultaneously
  • Ability to identify and resolve exceptions and interpret data
  • Strong analytical and problem-solving skills
  • Ability to operate office technology, including multi-line telephone systems, computers, copiers, and fax machines
  • Sound judgment and prudent decision-making ability
  • Ability to adapt to and embrace change
  • Established work history or equivalent combination of work experience, training, military service, or education

Santander Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Santander and has not been reviewed or approved by Santander.

  • Retirement Support — A dollar‑for‑dollar 401(k) match up to 6% of eligible pay and immediate vesting are highlighted as core strengths, supporting long‑term savings. This is reinforced by company‑paid disability and life/AD&D coverage that bolster financial security.
  • Leave & Time Off Breadth — Paid time off typically ranges from 18–30 days in the U.S. with 11 paid holidays, plus dedicated volunteer and development time; the UK features a minimum of 25 days with buy/sell options. Some roles also use self‑managed PTO, offering additional flexibility depending on team norms.
  • Parental & Family Support — U.S. parental benefits include 8 weeks paid for all parents and a total of 16 weeks paid for birth mothers, with flexibility for reduced hours around childbirth. Caregiver leave and dependent‑care programs add further family support.

Santander Insights

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The Company
HQ: Boston, MA
136,172 Employees

What We Do

Banco Santander (SAN SM, STD US, BNC LN) is a leading commercial bank, founded in 1857 and headquartered in Spain and one of the largest banks in the world by market capitalization. The group’s activities are consolidated into five global businesses: Retail & Commercial Banking, Digital Consumer Bank, Corporate & Investment Banking (CIB), Wealth Management & Insurance and Payments (PagoNxt and Cards). This operating model allows the bank to better leverage its unique combination of global scale and local leadership. Santander aims to be the best open financial services platform providing services to individuals, SMEs, corporates, financial institutions and governments. The bank’s purpose is to help people and businesses prosper in a simple, personal and fair way. Santander is building a more responsible bank and has made a number of commitments to support this objective, including raising €220 billion in green financing between 2019 and 2030. In the first quarter of 2024, Banco Santander had €1.3 trillion in total funds, 166 million customers, 8,400 branches and 211,000 employees.

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