Small Business & Consumer Operations

Position: Staff, Small Business & Consumer Operations

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.

Country:
United States of America

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.

The

Difference You Make:

To provide world-class customer service to our account holders through performance and oversight of operations functions encompassing account transactions. Maintain compliance with Federal and State regulations as well as Santander/HSA Bank policies and procedures. Meet/exceed individual service goals and demonstrate operational excellence. Proven proficiency in all major skill sets. Demonstrated self-motivation, flexibility, problem solving and decision-making skills.

• Process account Excess Contributions removal, Internal Transfers, Account adjustments, Contribution, Corrections, Refunds, Stop payments, and processing of Death and Divorce payments in an accurate and timely manner.
• Process account holder reimbursement requests.
• Assist in training of tasks.
• Prioritize and perform multiple tasks at the same time.
• Regularly review procedures and update as needed, as well as create new procedures as needed.
• Report systems or policy issues to appropriate parties.
• Act as an advocate for the customer by submitting feedback through appropriate channels.
• Consistently meet/exceed all customer service standards.
• Model behavior consistent with Member Service standards, policies and procedures.
• Other duties as assigned by Supervisor/Manager/Team Lead.

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.

• Standard 40 Hours, 8 hours per day, Monday to Friday. Consistent 8 hour shift can be chosen between the hours of 8:00 a.m. and 5:30 p.m.
• Ability to work a rotating shift remotely until end of shift.
• Overtime hours will be mandated as necessary.
• Annual PTO “blackout” periods will apply during peak processing times from mid-December to the end of January and again in mid-April.

Education:

• High School / GED - Required
• Continuing education in Business or Finance desired

Qualifications:

• 0+ years of experience in data entry and analysis, in a financial or healthcare setting preferred
• Experience with fund transfers and distributions desired
• Experience/knowledge with tax reporting desired
• Proficient in Microsoft Office Suite
• Proficient in 10-key
• Job Skills / Knowledge:
• Strong customer service skills
• Strong interpersonal skills
• Excellent verbal and written communication skills
• Possesses the ability to maintain the strictest confidentiality of company and customer information.
• Ability to effectively multi-task
• Excellent organizational skills with attention to detail
• Ability to work with a diverse work force and customer base
• Demonstrates flexibility and adaptability.…