Senior Client Support Specialist

This is a fully remote position, open to applicants in Connecticut, +4 more states.

📋 Description

• Deliver daily support and services to designated Santander clients through telephone, email, and in-person interactions.

• Recognize opportunities to strengthen client relationships by recommending appropriate services and products.

• Respond to client inquiries and provide education on Santander’s offerings.

• Follow up on submitted documentation to guarantee accuracy and prompt processing by internal teams.

• Address customer requests such as account openings, balance inquiries, wire transfers, advances, payments, and loan paydowns.

• Investigate and resolve customer issues while facilitating the onboarding of new clients.

• Assist Relationship Managers by fielding calls, preparing packages, conducting data entry, tracking vendor invoices, and collecting information.

• Compile and distribute weekly ICC reports and packets; participate in weekly meetings and take minutes.

• Support Loan Officers and clients with transaction histories, canceled checks, statements, account transfers, payments, payoff letters, and related inquiries.

• Draft commitment letters and general correspondence.

• Maintain bankruptcy logs and prepare files for attorneys.

• Collect data and documents for Compliance examinations.

• Process payment invoices using Concur.

• Keep current evidence of insurance in credit files.

• Identify cross-selling and retention opportunities.

• Fulfill compliance-testing requirements related to government banking regulations.

⛳️ Requirements

• Bachelor’s Degree in a relevant field or equivalent experience demonstrated through a mix of work experience, training, military service, or education — Required.

• 3+ years of experience in customer service, business processes, or project management — Required.

• Proficiency in Microsoft Office (Outlook, Excel, and Word) — Required.

• Demonstrated customer service and relationship management skills.

• Excellent verbal, written, presentation, and interpersonal communication abilities.

• Capability to manage multiple tasks/projects and meet deadlines concurrently.

• Skill in identifying and resolving exceptions and interpreting data.

• Strong analytical and problem-solving capabilities.

• Proficient in using office technology, including multi-line telephone systems, computers, copiers, and fax machines.

• Ability to exercise sound judgment and make informed decisions.

• Legally authorized to work in the United States on a full-time basis without needing employer sponsorship to begin employment.

• Regular minimal physical effort such as sitting, standing, and walking; occasional moving and lifting of light equipment and/or furniture may be necessary depending on the location.

🏝️ Benefits

• Fair and competitive rewards package.

• Benefits tailored to support employees, their families, and overall well-being.