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Sr. Specialist, Customer Advocacy and Resources Education

Role overview

Qualifications

  • Bachelor’s Degree in related field or equivalent work experience
  • 3+ Years Customer Advocacy or Service
  • 3+ Years Background in a consultative field or education role
  • Strong interpersonal and communication skills

Responsibilities

  • Work with auto loan customers experiencing long term hardships
  • Communicate empathetically while obtaining required information
  • Evaluate customer information to determine the best course of action
  • Document conversations and act as the primary point of contact

Key facts

Other skills

  • Consultative Approaches
  • Communication
  • Problem Solving
  • Empathy
  • Active Listening
  • Multitasking
  • Social Skills
  • Critical Thinking

About the company

Santander Private Banking International logo

Santander Private Banking International

Banking

Santander Private Banking International (SPBI) is the international private banking unit of the Wealth Management & Insurance Division of the Santander Group. Our purpose is to provide a personalized level of service and financial advice to high-net-worth individuals and family groups.We work with an open architecture, providing clients with competitive investment opportunities available in the market, selecting options that allow them to achieve their financial objectives. We focus on building strong relationships and looking after their interests with a team of professionals organized across a diverse geographic area.With offices in the United States, Switzerland, and The Bahamas, SPBI prides itself on the excellence of its professional reputation and the personal atmosphere that makes it both a pleasant and rewarding place to work. We are committed to providing our employees with the tools to support continuous professional and personal development. We offer competitive compensation and benefits, giving career opportunities in a fast-paced professional environment.Resumes received are treated in a highly confidential manner. We are an equal-opportunity employer. We employ qualified individuals without regard to their race, color, religion, sex, national origin, citizenship, age, disability, sexual orientation, uniformed service, or any other characteristic protected by law.

Company details

IndustryBanking
Company size501 - 1000

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Job description

Sr. Specialist, Customer Advocacy and Resources Education

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, Customer Advocacy and Resources Education is responsible for working with auto loan customers through various communication channels, who are experiencing long term hardships due to life circumstances, illness, bereavement, or other unforeseen circumstances. Based on past actions and future need of the customer, s/he will take a consultative approach in assisting them with personalized solutions to assist with their current auto loan. A successful CARE Team member will balance active listening, have empathy for our customers most in need of assistance, and be able to relate back how the resources we provide will impact their loan. The goal of the CARE Team is to ensure that we advocate and support customers most in need of assistance and provide education to help them get back on track and achieve their financial goals.

  • Communicate in an empathetic manner while obtaining all required information and provide exemplary customer service in a consultative fashion, whether over the phone, through email or other means of virtual communication.
  • Evaluate information provided by a customer to determine the best course of action.
  • Apply detailed knowledge of available loan modification and assistance tools and eligibility to provide the most appropriate solution to the customer.
  • Break down complex concepts in a manner that the customer can understand and check for customer understanding when explaining current account standing – concepts include, but are not limited to simple interest, loan modification, payment allocation, etc.
  • Thoroughly document the conversation and highlight key takeaways.
  • Act as primary point of contact for the customer once they are enrolled in a CARE Team aligned program.

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 - Preferred

Qualifications:
  • 3+ Years Customer Advocacy or Service - Required.
  • 3+ Years Background in a consultative field or education role, such as educators, customer advocates, counselor, social worker, relationship manager, retention specialist, legal assistant, or similar backgrounds. - Preferred.
  • Strong interpersonal and communication skills to build trustworthy relationships with poise, tact and diplomacy.
  • Ability to analyze conflict and provide recommendations and/or resolutions to mitigate/resolve customer issues.
  • Ability to quickly build rapport with customers and get to root of conflict.
  • Ability to identify unique solutions that meets the customer’s needs within the confines of their individual circumstances.
  • Excellent customer service skills including an ability to follow-up to ensure closure of issues.
  • Demonstrates strong knowledge of auto loan products and account modification tools and services.
  • Ability to analyze conflict and provide recommendations and/or resolutions to mitigate/resolve customer issues.
  • Ability to maintain poise under pressure.
  • Excellent communication skills, both verbal and written forms.
  • Ability to multitask and work within multiple applications.
  • Ability to change direction as more information is provided.
  • Ability to take accurate notes and navigate computer applications, while speaking to customer over the phone.
  • Strong problem solving and critical thinking skills.

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 TAOps@santander.us to discuss your needs.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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