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The Financial Advisor - Centralized identifies client needs, provides investment recommendations, and achieves sales goals while ensuring compliance with regulations.

The role focuses on facilitating the adoption of AI voicebot technology in organizations, ensuring effective implementation and user engagement.

Partner with branch leadership and senior advisors to identify client financial needs, recommend investment and insurance solutions, grow and manage a client portfolio, meet sales and revenue goals, maintain compliance and licenses, and support branch referral and coaching activities.

Provide investment and insurance advice to clients, manage and grow an assigned client portfolio, meet investment sales and revenue goals, maintain regulatory compliance and licenses, collaborate with branch partners, deliver client education, and complete administrative and reporting duties.

Develops and maintains software applications for auto lending/consumer finance using C#/.NET, supports and troubleshoots existing systems, configures and administers applications, contributes to CI/CD and documentation, and leverages AI-assisted development tools to improve code quality and delivery within a regulated enterprise environment.

The Sr. Legal Counsel provides employment law advice, manages litigation, drafts policies, and supports HR with compliance and training.

Support portfolio monitoring and credit review activities across SCIB lending portfolios. Perform financial spreading, covenant and collateral monitoring, prepare review drafts, track amendments/waivers, produce portfolio reports, and collaborate with Credit, Risk, Ops and Front Office to resolve issues and maintain controls and documentation.

Support middle-office management of syndicated and commercial loan facilities where Santander is agent. Review credit and collateral documentation, monitor deal events, prepare agency deliverables, resolve exceptions, validate loan servicing system entries, maintain controls and audit evidence, escalate issues, and drive process improvements while coordinating with internal and external stakeholders.