UNKNOWN

HOUR

Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery. Outstanding client service skills through NPS and its driver indices, compliance, and efficiency metrics, delivering best-in-class experience for all our clients, with a full understanding of the complexity of their concerns.

Customer Service Specialist Location: 20 Church Street, 16th Floor, Hartford, CT 06103 - onsite Duration: 3+ years long term contract 3-4 weeks onsite training program. - paid No leaves while on training. Shift: Monday through Friday general shifts - hours vary - 8AM EST - 5 PM EST / 10AM EST - 7PM EST This will be a high call volume call center background work. Client Note: Strong experience as a Customer Service Representative handling high-volume inbound calls within Healthcare, Insurance or Financial Domain. Responsibilities: Deliver first-class inbound client service (customer service) for every single contact as part of our Fund Services operations.Strong communication skills, both verbal and written, with the ability to convey complex information clearly and professionally.Exceptional analytical and problem-solving skills and attention to detail, with the ability to analyze data and identify solutions to client inquiries and issues.Superb willingness to resolve client issues or provide the best alternative solutions, resolving client friction points.Outstanding client service skills through NPS and its driver indices, compliance, and efficiency metrics, delivering best-in-class experience for all our clients, with a full understanding of the complexity of their concerns.Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations.Document all client interactions, inquiries, and recommendations accurately and maintain comprehensive records in accordance with regulatory requirements and company policies.Participate in training sessions and professional development activities to enhance knowledge and skills relevant to wealth management, financial planning, and client service.Strong team player mindset to excel not only individually but as a team through strong collaboration.Develop and execute sound action plans that will result to outstanding results in key performance measures.Assist the managers with deep dive discussions and remediation of top pain points to help improve performance.Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery.<ul><li>Handle inbound outbound customer calls</li><li>Capturing customer information and answering customer inquiries</li><li>Resolve inbound customer calls regarding account</li><li>Make out going customer service calls</li><li>Work with customer service manager to ensure proper customer service</li><li>Resolve any customer service issues</li></ul>

Prodware Solutions

Customer Service Representative

Analysis Skills

Banking Operations

Call Centers

Call Volume

Communication Skills

Corporate Policies

Customer Relations

Customer Service Management

Customer Support/Service

Data Analysis

Detail Oriented

Estate Planning

Financial Planning

Health Insurance

Investment Management

Investment Services

Maintain Compliance

Market Trend Analysis

Metrics

Performance Management

Performance Metrics

Presentation/Verbal Skills

Problem Solving Skills

Record Keeping

Regulations

Regulatory Requirements

Resolve Customer Issues

Service Delivery

Training Program

Wealth Management

Writing Skills

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ADAPTED_NOW

Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. + 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required.

It Starts Here: 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 Sales and Service Banker serves as a trusted advisor to customers with a focus on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending, and investment products while delivering exceptional customer service, minimizing risk and defending against fraud. Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. Collaborating with team members to drive branch sales targets and contribute to the overall success of the bank. + Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. + Identify opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals. + Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. + Collaborate with team members and partners to achieve branch goals and drive overall performance. + Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. + Foster customer loyalty by addressing concerns and providing timely resolutions. + Engage customers with digital platforms to enhance customer interactions and educate them on self-service options. + Communicate clearly and effectively with customers in person, over the phone, or through digital channels. + Perform teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency. + Handle cash and maintain accurate cash drawer balances. + Assist with custodianship, audits, and other operational tasks. + Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. + Time allocated to each core responsibility may vary depending on the branch needs. + Responsibilities may extend to supporting nearby branch locations based on business necessity. 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: + High school diploma, GED: or equivalent work experience - Required + Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred Qualifications: + 12+ Months Experience selling products and/or services - Required. (OR) + 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR) + 6+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) + 6+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. (AND) + 6+ Months Cash handling experience - Required. + Established relationship-building skills with a focus on customer experience and loyalty. + Excellent customer service skills and a passion for helping others. + Ability to learn and apply sales techniques to recommend products and services that meet customer needs. + Experience in cross-selling products and services. + Ability to work collaboratively in a team-oriented environment. + Excellent communication, consultative and influence skills both verbal and written. + Ability to display a credible, trustworthy, and professional image at all times. + Proficient in using digital tools and technology to enhance customer engagement. + Ability to follow directions, policies, and procedures. + Ability to identify and escalate concerns of risk to appropriate channels. + Understands the necessity and value of accuracy and attention to detail. + Ability to work in a fast-paced environment and manage multiple priorities. + Computer proficiency and basic math skills. + Ability to work branch hours, which can include weekends and evenings. 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. + Experience in Microsoft Office products. 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: $34,500.00 USD Maximum: $53,000.00 USD We Value Your Impact: Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) (https://businessolver.foleon.com/santander/2026-santander-eguide/) 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. WhatTo Do Next: 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. AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO

We are Santander Bank, N.A., one of the country's top retail banks by deposits and a wholly owned subsidiary of one of the most respected banks in the world: Banco Santander. Our parent company, Santander Group, serves more than 100 million customers in the United Kingdom, Latin America, and Europe. Here in the Northeast, we are a team of 9,800 individuals all committed to a single mission: to help customers make progress toward their goals. We aim to make banking hassle-free by providing simple ways for customers to spend, save and manage their money.
 
 
Santander is recruiting people like you who want to be challenged and strive for something better. At Santander, you'll be rewarded with competitive compensation and market leading benefits. You'll have access to comprehensive career development programs that empower you to grow and advance. You'll discover a company where you can shape a bright future.

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Customer Service Representative Prodware Solutions

Sales and Service Banker, Silver Lane, East Hartford, CT Santander US

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