Senior Treasury Management Services Specialist

Santander Consumer USA Inc.; City of Albany (NY); Remote; USD 53,000 - 93,000; Full time

Job summary

Santander Consumer USA Inc. is seeking a Treasury Management Client Service role to deliver responsive service for standard and complex Treasury Management products to business clients.

You will coordinate documentation, approvals, and operational requests while maintaining accurate records and a strong client experience. The role requires 3+ years of customer service experience and knowledge of Treasury Management products.

Qualifications

• High school diploma or GED required.
• Associate's degree preferred.
• Bachelor's degree preferred.

Responsibilities

• Provide day-to-day service and maintenance support for Treasury Management products used by business clients.
• Support products including Treasury Portal, Remote Deposit Capture, Wire Origination, ACH Origination, Fraud Services, File Services, Virtual Account Manager, Lockbox, Bank Check Express, Payment Link and related services.
• Leverage call-center technology to respond to client needs, research requests, and support timely resolution.
• Facilitate the full maintenance process: preparing and executing documentation, obtaining client and internal approvals, submitting requests to Operations, and validating configuration.
• Manage a pipeline of service and support cases in Salesforce with ongoing monitoring, follow-ups, documentation and resolution tracking.
• Create and maintain accurate client files, upload correspondence and executed documents to Salesforce and approved shared drives, adhering to record-retention requirements.
• Communicate and collaborate with clients, relationship teams, Operations, and internal partners to manage the client experience and resolve issues.
• Understand and follow Bank Compliance and Treasury-specific policies and procedures.

Skills

Customer service

Treasury knowledge

Communication

Attention to detail

Time management

Team collaboration

Case prioritization

Business banking experience

ACH/Wire familiarity

Education

GED

Associate degree

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Santander Consumer USA Inc. is seeking a Treasury Management Client Service role to deliver responsive service for standard and complex Treasury Management products to business clients.

You will coordinate documentation, approvals, and operational requests while maintaining accurate records and a strong client experience. The role requires 3+ years of customer service experience and knowledge of Treasury Management products.