Santander Bank, NA Universal Operations Specialist, Waltham, MA in Waltham, Massachusetts

Universal Operations Specialist, Waltham, MA - 1707315



As a member of Santander’s retail banking division you’ll help serve Santander’s retail and small business customers as part of one of the top banks in the United States based on deposits. With principal presence in the northeast U.S., Santander’s retail division offers consumer and lending products to help our customers reach their financial goals. Santander currently serves nearly 2 million retail customers and 5.2% of the 2.7 million small businesses in the US footprint have a transactional account with Santander Bank.

The Universal Operations Specialist position in a Santander branch is a leadership role in customer service, sales, and branch operations. A Universal Operations Specialist is responsible for ensuring operational integrity and compliance for the entire branch, including both sales and service functions.

  • Act as a supporting role to the Platform to ensure Platform Team Members adhere to operation policies and procedures

  • Ensuring total customer satisfaction by meeting all the financial needs of a customer: product, servicing, and transactional

  • Identify the financial needs of the customer at the transaction window, at the platform desk, or in the branch lobby or during out of the branch sales activities depending on branch needs and customer volume

  • Achievement of all assigned sales, customer service, and sales activity goals by executing a model branch day schedule including outbound phone contact to customers and prospects, in branch and out of branch sales activities, as well as other sales activities as directed

  • Acquires and maintains customer relationships over the entire lifecycle of the customer by identifying and understanding the financial needs of a customer or prospect

  • Recommend appropriate solutions to meet customer needs and provides excellent customer service

  • As needed the Universal Operations Specialist will effectively facilitate the referral of the customer to a specialist who can assist in meeting a specific need

  • Ensure error free and accurate completion of all customer requests including: account openings, loan applications, servicing requests, loan closings, and routine bank transactions

  • Act as the in branch expert regarding bank policies, procedures, and compliance.

  • Ensure that the entire branch team supports and remains in compliance with all audits, security, and regulatory procedures

  • Process all transactions accurately, and handles cash effectively so that each day they successfully balance their cash drawer

  • Handle operations responsibilities that include the vault cash, custodial responsibility for the branch’s ATM, completing audits and other operational control measures



  • Proven ability to meet and exceed sales/referral goals

  • At least one years of sales and referral experience in a goal or incentive-based environment

  • Ability to manage multiple priorities for self and others

  • Skilled in understanding and managing retail branch operations including policy, procedures, compliance, and security

  • Knowledge of bank products and services

  • Skill in addressing and resolving customer issues

  • Skilled in engaging customers/prospects in a sales conversation and optimizing sales opportunities

  • Minimum of 6 months of operational experience within a financial related organization or other related industry

  • Exceptional computer knowledge and Windows skills required

  • In compliance with the requirements outlined within the Compensation Requirements under the Truth-in-Lending Act (LO Comp Rule) effective January 1st 2014; Santander Bank will now perform a credit check as part of, and in addition to, the existing background check for all positions where one must perform job functions of a loan originator as defined by the LO Comp Rule.

Job : Branch Channel
Primary Location : Massachusetts-Waltham
Schedule : Full-time
Job Posting : Sep 15, 2017, 1:51:23 PM