Client Support Analyst - Santander US
Melville, NY
About the Job
Client Support Analyst
Melville, United States of America
Essential Functions/Responsibilities:
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 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.
Back-up on onboarding (KYC and CDD)
Qualifications:
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 or equivalent work experience
Work Experience:
Customer service, Business process, or Project Management experience, 3-5 years
Experience with Microsoft Office (Outlook, Excel, and Word), 0-3 years
Skills and Abilities:
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.
Diversity & EEO Statements:
At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. 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. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
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 at any time for any reason.
This position is hybrid (3 days/week in office) at our Melville, NY location.
Primary Location: Melville, NY, Melville
Other Locations: New York-Melville
Organization: Santander Bank N.A.
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
Melville, United States of America
Essential Functions/Responsibilities:
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 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.
Back-up on onboarding (KYC and CDD)
Qualifications:
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 or equivalent work experience
Work Experience:
Customer service, Business process, or Project Management experience, 3-5 years
Experience with Microsoft Office (Outlook, Excel, and Word), 0-3 years
Skills and Abilities:
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.
Diversity & EEO Statements:
At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. 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. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
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 at any time for any reason.
This position is hybrid (3 days/week in office) at our Melville, NY location.
Primary Location: Melville, NY, Melville
Other Locations: New York-Melville
Organization: Santander Bank N.A.
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
Source : Santander US
