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

Location: Remote within the United States; listed locations include Albany, New York, New Jersey, Dallas, Boston, and Miami. Applicants must be legally authorized to work in the United States on a full-time basis without employer sponsorship.

Base pay range: $52,500–$92,500 USD annually.

Company

hirify.global is a global financial services organization evolving toward a technology-driven, customer-centric operating model.

What you will do

• 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.
• Manage service cases in Salesforce, including monitoring, follow-up, documentation, resolution tracking, and maintenance of accurate client records.
• Coordinate documentation, client and internal approvals, Operations requests, configuration validation, and electronic record retention.
• Use call-center technology to research requests, respond to client needs, and resolve issues.
• Collaborate with clients, relationship teams, Operations, and internal partners while following Bank Compliance requirements and Treasury-specific procedures.

Requirements

• High school diploma or GED required.
• At least 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 accurately.
• Strong organizational skills, attention to detail, commitment to quality, and excellent customer service skills.
• Effective verbal and written communication, collaboration across client-facing and operational teams, and ability to prioritize multiple cases through resolution.
• Experience supporting business banking or commercial clients.
• Ability to understand and follow Bank Compliance requirements and Treasury-specific policies and procedures.

Nice to have

• Associate’s degree or bachelor’s degree in arts, sciences, or a related field.
• At least 3 years of direct experience with Treasury Management products and services.
• Experience with Salesforce or a comparable case-management platform.
• Experience with call-center technology and Microsoft Office products.
• Familiarity with ACH, wire, fraud-prevention, remote deposit, lockbox, file transmission, or virtual account solutions.
• Established work history or equivalent experience, training, military service, or education.

Culture & Benefits

• Remote role supporting clients and internal operational teams across the United States.
• Rewards package and benefits designed to support employees, families, and well-being.
• Strong risk culture with proactive and responsible risk management expected at all levels.
• Inclusive and accessible application process with reasonable accommodations available.

Hiring process

• Apply for the role; contact TAOps@hirify.global.us for application assistance or accommodation requests.