Senior Specialist, Treasury Management Service & Support, New York, NY (REMOTE)

It Starts With You:

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.

If you are interested in exploring the possibilities We Want to Talk to You!

The Difference You Make:
This role supports business clients by delivering responsive service and maintenance for standard and complex Treasury Management products. You will coordinate documentation, approvals, operational requests, and issue resolution while maintaining accurate records and a strong client experience.

• 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.
  

What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

• High school diploma or General Education Degree (GED) - Required

• Associate's degree - Preferred

• Bachelor's degree in Arts/Sciences or a related field - Preferred

Qualifications:

• 3+ years of customer service experience - Required

• 3+ years of direct experience working with Treasury Management products and services - Preferred
• Knowledge of Treasury Management products and services - Required
• Ability to manage service cases, documentation, approvals, and electronic records with accuracy - Required
• Experience using Salesforce or a comparable case-management platform - Preferred
• Experience with call-center technology and Microsoft Office products - Preferred
• 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.
• Ability to collaborate effectively with clients, relationship teams, Operations, and internal partners.

• Ability to understand and follow Bank Compliance requirements and Treasury-specific policies and procedures.

Certifications:

• No specific license, certification, or designation is required

It Would Be Nice For You To Have:

• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

Work Authorization & Sponsorship:
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range:

Minimum:

Maximum:

We Value Your Impact:

Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement:

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions:

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.

Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next:

If this sounds like a role you are interested in, then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.