Senior Treasury Management Support Specialist (Remote)

Banco Santander (Brasil); City of Albany (NY); Remote; USD 53,000 - 93,000; Full time

Job summary

Santander is seeking a Senior Specialist for Treasury Management Service & Support in New York, NY (Remote). The role focuses on day-to-day servicing of Treasury products for business clients, with emphasis on maintaining documentation, approvals, and accurate records.

The candidate will use Salesforce to manage a robust case pipeline and collaborate with multiple internal teams. Required are 3+ years in customer service and Treasury Management experience, plus knowledge of related products and

Qualifications

• 3+ years of customer service experience.
• 3+ years of direct experience working with Treasury Management products and services.
• Knowledge of Treasury Management products and services.
• Ability to manage service cases, documentation, approvals, and electronic records with accuracy.
• Experience using Salesforce or a comparable case-management platform.
• Experience with call-center technology and Microsoft Office products.
• Strong organizational skills and attention to detail.
• Commitment to quality and accuracy.
• Excellent customer service skills.
• Effective verbal and written communication.
• Ability to collaborate across client-facing and operational teams.
• Ability to prioritize multiple cases and follow through to resolution.
• Experience supporting business banking or commercial clients.
• Familiarity with ACH, wire, fraud-prevention, remote deposit, lockbox, file transmission, or virtual account solutions.

Responsibilities

• Provide day-to-day service and maintenance support for standard and complex 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, including 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 continuous monitoring, follow-up, documentation, and resolution tracking.
• Create and maintain accurate client files, upload correspondence and executed documents to Salesforce and approved shared drives, and follow 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 requirements and Treasury-specific policies and procedures.

Skills

Customer service

Communication

Organizational skills

Attention to detail

Team collaboration

Education

GED - Required

Associate's degree - Preferred

Bachelor's degree - Preferred

Tools

Salesforce

Microsoft Office

Job description

Santander is seeking a Senior Specialist for Treasury Management Service & Support in New York, NY (Remote). The role focuses on day-to-day servicing of Treasury products for business clients, with emphasis on maintaining documentation, approvals, and accurate records.

The candidate will use Salesforce to manage a robust case pipeline and collaborate with multiple internal teams. Required are 3+ years in customer service and Treasury Management experience, plus knowledge of related products and