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Client Support Representative

Grupo Santander

This is a Full-time position in Melville, NY posted July 29, 2021.

Description SummaryThe Client Support Representative provides day-to-day support and service to assigned Santander clients via telephone, email and face-to-face communication. S/he identifies opportunities to enhance client relationships through services and products that meet the customers’ needs. The incumbent answers client inquires and provides client education on Santander products and services. The Client Support role conducts follow up on all paperwork submitted to ensure it is completed accurately and in a timely manner by internal supporting departments.Duties & ResponsibilitiesAssists Loan Officers and customers with copies, transaction histories, copies of cancelled checks, pull statements, print-outs, account transfers, payments, requesting payoff letters etc.Assists in maintaining current evidence insurance in credit filesAssists with Compliance requested items during exams to gather data / filesHandles daily customer requests via phone and/or system such as account opening, balance inquiries, wire processingPerform advances, transfers, payoffs and pay downs on loansMaintains bankruptcy log and prepare files for attorneysMeets expectations set for compliance testing related to government banking regulations.Prepares and distributes weekly ICC reports and packets, attend weekly meeting and take minutesProcesses payment invoices through ConcurRecognizes cross sales and retention opportunitiesSupports Relationship Managers by answering calls, preparing packages, data entry, tracking vendor invoices and gathering information to resolve issues or complete projectsTroubleshoots and investigates customer issues and onboard new clientsTypes correspondence as needed (commitment letters, general correspondence)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.Qualifications Bachelor’s Degree or equivalent work experience0-3 years of experience in Microsoft Office (Outlook, Excel, and Word)3-5 years of experience with customer service or business processAbility to exercise sound judgment and make prudent decisionsAbility to identify and resolve exceptions and to interpret dataAbility to manage multiple tasks/projects and deadlines simultaneouslyAbility to operate a wide range of office technology, such as operating a multi-line telephone system, computer, copier and fax machineBeing an active listener who is patient and asks appropriate questions when necessaryExceptional communication skills (verbal, written, presentation, and interpersonal)Fluid in adapting to and embracing change for themselves and with othersProven customer service/relations skillsStrong analytical and problems solving skills Employees desiring consideration should complete an online application, utilizing the appropriate process as subscribed by the posting entity. Employees should provide all pertinent information to support their candidacy. To be considered eligible for internal posting, Santander employees must meet all of the following eligibility requirements:- Completion of at least one year of active service in Santander;- Completion of at least twelve months in current position; and- Be in “Good Standing”.Please click here to see the full policy -Job: Sales & Service Support Primary Location: Pennsylvania-Philadelphia Other Locations: New York-New York, Rhode Island-East Providence, Massachusetts-BOSTON, New York-Melville Organization: Commercial Banking (4700) Schedule: Full-time Job Grade:IC6 Job Posting: Jul 23, 2021, 3:27:43 PM Employee Referral Bonus: 500.00 Recruiter: David S. Marani Requisition Identification: 547710Refer a friend for this jobTell us about a friend who might be interested in this job. All privacy rights will be protected.