Senior Client Support Specialist

Santander

. Provide day-to-day support and service to assigned Santander clients via telephone, email, and face-to-face communication .

Posted 9/24/2026full-timeRemote • United StatesSenior💰 $45,750 - $79,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service and relationship management skills, with a focus on compliance and effective communication. Proficient in Microsoft Office and capable of managing multiple tasks while ensuring accuracy and timely completion of client requests.

Highest-signal resume keywords

Customer Service ExperienceMicrosoft Office ProficiencyAnalytical Problem-Solving SkillsCompliance KnowledgeInterpersonal Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceData EntryProject ManagementCompliance ExaminationAccount ManagementAnalytical SkillsProblem-SolvingMulti-TaskingReport PreparationLoan Processing

Soft Skills

Verbal CommunicationWritten CommunicationPresentation SkillsInterpersonal SkillsJudgment and Decision-Making

Tools & Technologies

Microsoft OutlookMicrosoft ExcelMicrosoft WordConcurMulti-Line Telephone Systems

Industry Keywords

Client Relationship ManagementCross-SellingBanking RegulationsCompliance TestingCustomer Inquiries

About the role

Key responsibilities & impact

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 suitable services and products
Answer client inquiries and educate clients on Santander products and services
Follow up on submitted paperwork to ensure accuracy and timely completion by internal departments
Handle customer requests including account opening, balance inquiries, wire processing, advances, transfers, payoffs, and loan paydowns
Troubleshoot and investigate customer issues and onboard new clients
Support Relationship Managers by answering calls, preparing packages, performing data entry, tracking vendor invoices, and gathering information
Prepare and distribute weekly ICC reports and packets; attend weekly meetings and take minutes
Assist Loan Officers and customers with transaction histories, cancelled checks, statements, account transfers, payments, payoff letters, and related requests
Type commitment letters and general correspondence
Maintain bankruptcy logs and prepare files for attorneys
Gather data and files for Compliance examinations
Process payment invoices through Concur
Maintain current evidence of insurance in credit files
Recognize cross-selling and retention opportunities
Meet compliance-testing expectations related to government banking regulations

Requirements

What you’ll need

Bachelor’s Degree in a related field or equivalent demonstrated through a combination of work experience, training, military service, or education — Required
3+ years of customer service, business process, or project management experience — Required
Experience in Microsoft Office (Outlook, Excel, and Word) — Required
Proven customer service/relations skills
Exceptional verbal, written, presentation, and interpersonal communication skills
Ability to manage multiple tasks/projects and deadlines simultaneously
Ability to identify and resolve exceptions and interpret data
Strong analytical and problem-solving skills
Ability to operate office technology, including multi-line telephone systems, computers, copiers, and fax machines
Ability to exercise sound judgment and make prudent decisions
Legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment
Frequent minimal physical effort such as sitting, standing, and walking; occasional moving and lifting of light equipment and/or furniture may be required depending on location

Benefits

Comp & perks

Fair and competitive rewards package
Benefits designed to support employees, their families, and well-being