Senior Specialist, Treasury Management Service, Support

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🔥 0 minutes ago

🐊 Florida, New Jersey, +3 more states – Remote

🐊 Florida – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote 🤠 Texas – Remote

💵 $52.5k - $92.5k / year

⏰ Full Time

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Santander

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1857

🛡️ Insurance

💼 Consulting

📦 Logistics

💰 Post-IPO Equity on 2013-05

Insurance • Consulting • Logistics

Santander is a global retail banking group with a significant presence in Europe and the Americas. The company provides a range of financial services including consumer banking, asset management, private banking, and corporate and investment banking. Santander is committed to responsible banking, promoting diversity, equity, and inclusion, and supporting the green transition. With numerous customers worldwide, the bank focuses on financial inclusion and education as part of its corporate responsibility. Santander is listed on various stock exchanges and is involved in sponsorships like Formula 1, underscoring its brand presence and strategic partnerships.

📋 Description

• Provide day-to-day service and maintenance support for standard and complex Treasury Management products used by business clients • Support 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 • Use 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, including monitoring, follow-up, documentation, and resolution tracking • Create and maintain accurate client files and upload correspondence and executed documents to Salesforce and approved shared drives • 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 • Perform other duties as assigned by supervisors or managers

🎯 Requirements

• High school diploma or General Education Degree (GED) - Required • 3+ years of customer service experience - Required • Knowledge of Treasury Management products and services - Required • Ability to manage service cases, documentation, approvals, and electronic records with accuracy - Required • 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 understand and follow Bank Compliance requirements and Treasury-specific policies and procedures • Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment • Associate's degree - Preferred • Bachelor's degree in Arts/Sciences or a related field - Preferred • 3+ years of direct experience working with Treasury Management products and services - Preferred • Experience using Salesforce or a comparable case-management platform - Preferred • Experience with call-center technology and Microsoft Office products - Preferred

🏖️ Benefits

• Fair and competitive rewards package • Benefits designed to support employees, their families, and well-being • Inclusive and accessible application process • Reasonable accommodations for individuals with disabilities

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