Logo for Santander Private Banking International

Sr. Specialist, Client Support

Role overview

Qualifications

  • Bachelor’s Degree in related field or equivalent work experience
  • 3+ Years Customer service, Business process, or Project Management experience
  • Experience in Microsoft Office (Outlook, Excel, and Word)
  • Exceptional communication skills (verbal, written, presentation, and interpersonal)

Responsibilities

  • Provide day-to-day support and service to assigned Santander clients via telephone, email, and face-to-face communication
  • Identify opportunities to enhance client relationships through services and products
  • Handle daily customer requests such as account opening and balance inquiries
  • Support Relationship Managers by answering calls and preparing packages

Key facts

Hard skills

Other skills

  • Customer Service
  • Microsoft Office
  • Analytical Skills
  • Problem Solving
  • Communication
  • Multitasking
  • Active Listening
  • Adaptability

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

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Sr. Specialist, Client SupportCountry: 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 TAOps@santander.us to discuss your needs.

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Client Service Specialist Related jobs

Other jobs at Santander Private Banking International

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.