Treasury Management Service Specialist - Remote

Santander Group; New York (NY); Hybrid; 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). You will deliver responsive service for standard and complex Treasury Management products, coordinate documentation, and maintain accurate records for a strong client experience.

You will manage cases in Salesforce, collaborate with relationship teams and Operations, and ensure compliance with bank policies while supporting a range of Treasury services remotely from the New York area.

Qualifications

• 3+ years of customer service experience.
• 3+ years of direct experience with Treasury Management products and services.
• Experience using Salesforce or a comparable case-management platform.
• Ability to manage service cases, documentation, approvals, and electronic records with accuracy.
• 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 with effective verbal and written communication.
• Ability to collaborate across client-facing and operational teams.

Responsibilities

• Deliver responsive service and maintenance for standard and complex Treasury Management products.
• Coordinate documentation, approvals, operational requests, and issue resolution with accurate records.
• Provide day-to-day service and maintenance support for Treasury Management products.
• 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 and support timely resolution.
• Facilitate the full maintenance process, including documentation, approvals, and submissions to Operations.
• Manage a pipeline of service and support cases in Salesforce with follow-up and resolution tracking.
• Create and maintain accurate client files and ensure proper record-retention.
• Communicate with clients, relationship teams, Operations, and internal partners to manage the client experience.
• Understand and follow Bank Compliance requirements and Treasury-specific policies.

Skills

Customer service

Treasury Management

Salesforce

Call-center tech

Microsoft Office

Documentation management

Client collaboration

Education

High school diploma / GED

Associate degree

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Santander is seeking a Senior Specialist for Treasury Management Service & Support in New York, NY (REMOTE). You will deliver responsive service for standard and complex Treasury Management products, coordinate documentation, and maintain accurate records for a strong client experience.

You will manage cases in Salesforce, collaborate with relationship teams and Operations, and ensure compliance with bank policies while supporting a range of Treasury services remotely from the New York area.