高级专员,客户支持
Sr. Specialist, Client Support
高级客户支持专员
国家:美国
起点在这里:
桑坦德是金融服务业的全球领导者和创新者,正在从一个高影响力的品牌转变为以技术驱动的组织。我们的员工是这段旅程的核心,我们一起推动以客户为中心的转型,重视大胆的思考、创新以及挑战可能性的勇气。这不仅仅是一次战略转变,更是有抱负的专业人士成长、学习并真正产生影响的机会。
如果您对探索我们提供的可能性感兴趣,请与我们联系!
您带来的改变:
高级客户支持专员通过电话、电子邮件和面对面沟通,为指定的桑坦德客户提供日常支持和服务。他们通过满足客户需求的服务和产品来识别增强客户关系的机会。该职位负责回答客户问题,并向客户介绍桑坦德的产品和服务。高级客户支持专员跟进所有提交的文件,确保内部支持部门准确且及时地完成。
- 通过电话和/或系统处理日常客户请求,如账户开立、余额查询、汇款处理。执行贷款的提前还款、转账、结清和减少。
- 解决和调查客户问题,并为客户办理开户。
- 为关系经理提供支持,包括接听电话、准备资料包、数据录入、跟踪供应商发票并收集信息以解决问题或完成项目。
- 准备并分发每周的ICC报告和资料包,参加每周会议并做会议纪要。
- 协助贷款专员和客户获取复印件、交易历史、作废支票的复印件、对账单、打印件、账户转移、付款、请求结清证明等。
- 按需撰写信函(承诺函、一般信函)。
- 维护破产记录并为律师准备文件。
- 在检查期间协助合规要求的事项,收集数据/文件。
- 通过Concur处理付款发票。
- 协助维护信用文件中的当前保险证据。
- 识别交叉销售和客户保留机会。
- 达到与政府银行法规相关的合规测试期望。
您带来的能力:
要成功胜任这份工作,个人必须能够
查看英文原文
Sr. Specialist, Client SupportCountry: United States of AmericaIt 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 USDMaximum:
$79,000.00 USDWe 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 to discuss your needs.
Originally posted on Himalayas