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

Overview

This role provides day-to-day service and maintenance support for standard and complex Treasury Management products used by business clients. You will coordinate documentation, approvals, operational requests, and issue resolution while maintaining accurate records and supporting a strong client experience.

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.
• 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, 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; 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.

Requirements

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

Preferred Qualifications

• Associate's degree — Preferred
• Bachelor’s degree in Arts/Sciences or a related field — Preferred
• Experience using Salesforce or a comparable case-management platform — Preferred
• Experience with call-center technology and Microsoft Office products — Preferred

Certifications

• No specific license, certification, or designation is required

Compensation & Benefits

• Base pay range (annualized):
  • Minimum: $52,500.00 USD
  • Maximum: $92,500.00 USD
• Exact compensation may vary based on skills, experience, training, licensure and certifications, and location.

Location

• New York, NY (REMOTE)
• United States of America

Work Authorization

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

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.

Risk Culture / EEO

• A proactive and responsible approach toward risk management is expected of professionals at all levels.
• Equal opportunity employer; qualified applicants will receive consideration without regard to protected characteristics.

Note

This job description does not list all duties. The employer may revise this job description at any time. This job description is not a contract for employment; either the employee or the employer may terminate employment at any time for any reason.