[Hiring] Staff, Small Business & Consumer Operations @Santander

Role Description

To provide world-class customer service to our accountholders 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 accountholder 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.

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.

Requirements

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

Benefits

• 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: $31,500.00 USD
• Maximum: $49,000.00 USD
• 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.

Company Description

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.