Specialist, Small Business & Consumer Operations

Country: United States of America

Your Journey Starts Here:

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.

An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!

The Difference You Make:

The Specialist, Small Business & Consumer Operations delivers a good quality, error free work product within the required time frames. The incumbent ensures final product complies fully with the Company's credit policies and operational requirements.

Position Summary

Responsible for processing decedent department requests (date of death balances, title changes) in compliance with State Probate Statutes, completing state mandated reporting, and advising branches and other bank departments on documentation requirements for specific situations in compliance with policy and procedure. 

Primary Duties & Responsibilities

Reviewing documentation submitted by branches for compliance with policy and procedure and advising when incomplete or inadequate.Research a variety of sources to determine scope of decedent account relationships and balances as of the date of death.Complete state reporting forms and submit to applicable state agency.  Prepare date of death balance reports to estate attorneys and representatives on request.Responsible for understanding general estate and small estate requirements, specific requirements for at least one state in the Sovereign footprint and the ability to apply that knowledge with the aid of policy and procedure to other states in ordinary situations.Responds to telephone inquiries from branches on documentation requirements for specific situations in compliance with policy and procedure as it applies to individual accounts, joint accounts, and ITF accounts.Communicates (verbally and in writing) with customers, branches, attorneys and government agencies.Performs data entry and filing duties.Reviews title change requests involving decedent accounts for proper documentation.

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.

Bachelor's Degree or equivalent work experience: Finance, Business or equivalent field. - Required.

Specialized Knowledge

Basic understanding of common personal account titling relationships (individual, joint, beneficiary).Ability to adapt to ever-changing work environment due to change in workflow, legal requirements, and policy and procedure modifications. Ability to be detail oriented.Ability to strictly adhere to confidentiality and privacy requirements.Strong organizational and time management skills.Strong communications skills, ability to interact effectively with all levels.PC experience, proficient in Word, Excel and Access.

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.

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:

$33,000.00 USD

Maximum:

$52,000.00 USD

Benefits:

Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)

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.

What To 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.