Santander Bank, NA Onboarding Specialist II in Dorchester, Massachusetts
Onboarding Specialist II - 1802079
Commercial Banking Santander’s Commercial Banking Division is an active provider of capital, treasury management and risk management solutions to thousands of small and mid-sized companies in the northeast and across the country. We also have expertise and provide service to specific industry sectors including real estate, asset based lending, energy, education, health care and government.
Our clients rely on the strength of Santander’s balance sheet and the degree to which our relationship managers understand their businesses in order to develop the most relevant and compelling solutions. In addition, Santander’s significant international presence in regions around the world uniquely positions us to help companies grow their business, both near and far.
The Client Service Onboarding Specialist II position is responsible for implementing and managing a smooth and efficient process to handle all aspects of onboarding a client so that they are ready to do business with Santander cash management products. This involves liaising with clients and several origination teams including Sales, Relationship Management, Legal, Compliance, Credit, KYC, Operations, etc. to ensure that time to market is minimized and that transparency can be provided around the process.
Additionally the Client Service Onboarding Specialist will be responsible for identifying opportunities to centralize and optimize the processes to constantly improve client satisfaction and the overall group performance. The Client Services Onboarding team is a cross asset class function responsible for both the client experience during the onboarding process and the overall quality of client / customer data.
Client onboarding specialist is responsible for the overall implementation and onboarding of cash management products, various customer service activities, relationship management, and operational tasks while acting as a bank advocate and advisor to the client
Duties & Responsibilities:
Serves as the primary point person during the implementation of cash management services and products for commercial and corporate clients and helps relationship managers maximize revenue.
Will sit in the front office and are directly involved in revenue generation including the RFI / RFP process.
Manages all aspects of the client onboarding process and project life cycle, the assembly of an implementation team (for internal & external resources i.e., client and vendor side), serving as the single point of contact to clients and the banks origination teams, coordinating all documentation relevant to the onboarding process, assisting with the back-office setup client testing and training.
Additionally responsible for transitioning the client to the Client Service Support (1st Line) upon completion of the implementation and closure / evaluation of the project.
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.
A minimum of a Bachelors or equivalent experience is required
5 - 7 yrs. relevant experience; Client facing; strong background and interest in the fields of operations and compliance Able to establish relationships and partner effectively with various groups including Sales, Service, Operations, Compliance, and Marketing
Proactively communicate financial activity and relevant client matters as appropriate
Ability to multi task and implement and interpret policies
Ability to prioritize and resolve multiple inquires, and use independent judgment
Able to work in a team environment and consult with clients
Strong client service and organization skills.
Excellent verbal and written communication skills
Prior cash management experience preferred
Proficient with the MS office package
Job : Commercial Products
Primary Location : Massachusetts-Dorchester
Schedule : Full-time
Job Posting : Apr 4, 2018, 3:27:36 PM
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO