Sr. Specialist, Client Support

It Starts With You:

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 Private Bank Client Services Associate serves as a trusted partner to Private Bankers and high-net-worth clients, delivering a white-glove service experience across both consumer and business banking relationships. This role is responsible for managing day-to-day client servicing needs, resolving client account inquiries, and ensuring every client interaction reflects the highest standards of professionalism, accuracy, and responsiveness. Working closely with Private Bankers, Treasury Management, Operations, and other internal partners, the Client Services Associate plays a key role in maintaining client relationships by providing support, lending operational expertise, and adhering to regulatory and compliance guidelines.

• Deliver exceptional service to high-net-worth individuals, families, and business clients through telephone, email, and occasionally in-person interactions.      
• Serve as the primary operational support partner to Private Bankers, ensuring a seamless client experience throughout the relationship lifecycle.
• Client contact for domestic and international wire transfers, internal monetary transactions, cashier's checks, stop payments, and other client servicing requests while maintaining compliance with bank policies and regulatory requirements.
• Coordinate all aspects of new account opening, documentation collection, account maintenance, ownership changes, and account closures for both consumer and business banking relationships.      
• Support business banking clients with Treasury Management products and services, including online banking, ACH, remote deposit, positive pay, user administration, and related digital banking solutions.
• Research and resolve complex client inquiries, account discrepancies, transactional issues, and service requests with urgency while maintaining a high level of client satisfaction.
• Monitor and process daily overdrafts, exercising sound judgment while communicating proactively with relationship managers and clients when appropriate
• Identify opportunities to deepen client relationships by recognizing additional banking, lending, treasury, and wealth management needs and referring opportunities to the appropriate partners.
• Ensure all client documentation, account activity, and servicing requests comply with regulatory requirements, internal controls, and bank policies.
• Maintain accurate client records and documentation within applicable banking systems.
• Provide cross-functional support for the broader Client Services team during periods of high volume, vacations, or other staffing needs to ensure continuity of service across the Private Bank.

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

Qualifications:

• 3+ Years Customer service, client support, servicing and operations      
• Ability to independently manage multiple priorities in a fast-paced, high-touch environment while maintaining exceptional accuracy and attention to detail.
• Knowledge of consumer and business deposit products, Treasury Management services, digital banking platforms, and operational banking processes.
• Excellent problem-solving, analytical, and decision-making skills with the ability to navigate complex client situations.
• Strong verbal and written communication skills with the professionalism required to interact confidently with high-net-worth clients and senior business leaders.
• Being an active listener who is patient and asks appropriate questions when necessary.
• 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:

Maximum:

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:

Review the internal eligibility guidelines here. 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.