What are the responsibilities and job description for the Client Support Analyst position at Santander Bank, N.A.?
New York, 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 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.
Assists in maintaining current files.
Meets expectations set for compliance testing related to government banking regulations.
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 experience
Experience in Microsoft Office (Outlook, Excel, and Word).
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.
EEO Statements: 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. 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.
Primary Location: New York, NY, Madison Ave Corp
Other Locations: New York-New York
Organization: Santander Bank N.A.
Salary: $44,250 - $76,000/year
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
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 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.
Assists in maintaining current files.
Meets expectations set for compliance testing related to government banking regulations.
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 experience
Experience in Microsoft Office (Outlook, Excel, and Word).
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.
EEO Statements: 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. 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.
Primary Location: New York, NY, Madison Ave Corp
Other Locations: New York-New York
Organization: Santander Bank N.A.
Salary: $44,250 - $76,000/year
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
Salary : $44,250 - $76,000
