Referso Jobs

Senior Specialist

Santander · Posted Nov 5, 2026

Open

Remote, United States
Remote
Full-time · Senior
$53K–$93K per year
3+ years

Senior Specialist

Santander · Posted Nov 5, 2026

Open

Remote, United States
Remote
Full-time · Senior
$53K–$93K per year
3+ years

Association Banking Specialist

South State Bank · Posted Nov 2, 2026

Open

Remote, United States
Remote
2–4 years

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Synchronizes operations of the department’s Association Banking products, account opening and account revisions process; implements and monitors risk management policies related to Association/Treasury Management services; provides customer service for property management companies and associations; collaborates with branch personnel and business partners to achieve product implementation and training.

Responsibilities

Synchronizes operations of the department’s Association Banking products, account opening and account revisions process
Assists clients with Treasury Management and Association Banking product delivery and paperwork
Coordinates association transitions to include the movement of services
Manages the implementation and monitoring of risk management policies related to Association/Treasury Management services
Handles phone calls, emails and tickets from clients and bank employees

Requirements

High School Diploma required
Bachelor’s Degree Preferred

Skills

Association Banking Treasury Management Product Implementation Risk Management Customer Service

Accounts Receivable

VARITE INDIA PRIVATE LIMITED · Posted Nov 4, 2026

Open

Mumbai, Maharashtra, India
6–8 years

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Lead the learning and knowledge-transfer workstream for Accounts Receivable, Cash Application & Cash Management transition training.

Responsibilities

Lead training and knowledge-transfer workstream across due diligence, discovery, knowledge acquisition, validation, pilot, go-live, hypercare, stabilization, and handover
Partner with transition, operations, client SMEs, treasury, IT, quality, and controls teams to validate scope, process variants, banking channels, systems, interfaces, service levels, volumes, calendars, and critical dependencies
Create and manage the transition training plan, curriculum, session calendar, topic tracker, learning-path matrix, attendance, risks, dependencies, action log, and governance dashboard
Facilitate process walkthroughs, shadowing, hands-on system practice, case-based learning, mock transactions, reverse knowledge transfer, and teach-back sessions
Develop and maintain SOPs, process maps, desktop procedures, bank and payment-method matrices, remittance guides, exception playbooks, control checklists, job aids, training decks, and assessment banks

Requirements

Bachelor’s degree in Commerce, Finance, Accounting, Business Administration
MBA, M.Com, CA, CMA or relevant training certification

Skills

Accounts Receivable

Treasury Management Service Specialist II

Huntington National Bank · Posted Nov 3, 2026

Open

Houston, Texas, United States
On-site
Full-time · Mid
3–5 years

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Deliver high-touch onboarding, implementation, maintenance, and advanced service support for Business Banking and Commercial clients with complex treasury needs.

Responsibilities

Manage end‑to‑end onboarding, implementation, and product maintenance for Business Banking and Commercial clients
Serve as onboarding coordinator and project manager for implementations supporting multi‑entity structures, centralized treasury models, and specialty industry requirements
Review and validate entitlement structures, user roles, dual controls, ACH and wire limits, and approval workflows
Review and validate treasury management agreements and internal onboarding forms
Coordinate implementation activities including ACH files, Positive Pay, BAI reporting, standing transfer orders, and transmissions

Requirements

Bachelor’s Degree
Nice to have: experience supporting both Business Banking and Commercial Banking client portfolios
Nice to have: familiarity with NACHA rules
Nice to have: experience with advanced treasury services
Nice to have: demonstrated ability to collaborate across functions

Skills

treasury management banking operations

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