Specialist, Client Processing II

BNY Mellon•Pittsburgh, PA

7d•Onsite

About The Position

We’re seeking a future team member for the role of Specialist, Client Processing II, BTS Operations – BNY A.M.P. (Banking as a Service) Operations to join our Global Payments and Trade Operations Platform. This role is located in Pittsburgh, PA or Lake Mary, FL. About BNY A.M.P BNY A.M.P. (Assets, Movements, Platforms) is BNY’s Banking as a Service Solution which allows organizations to embed self-branded banking into their offerings—backed by BNY’s safety, compliance, and operations—via modular capabilities and APIs. Institutional clients can set up accounts, ACH/Checks, cards/ATMs, bill pay, statements, tax reporting, fraud protection, and white-label portals, with consultative support and a dedicated team for back office and product support. About the Role BNY is seeking a Specialist, Client Processing II to support operational activities within Banking Transaction Services (BTS) Operations as part of BNY A.M.P. Banking Transaction Services is the core transactional banking product within A.M.P., enabling institutional clients to offer their customers a fully functional, branded banking experience powered by BNY’s infrastructure. Through BTS, a fintech, insurer, or other institutional client can provide access to a suite of everyday banking capabilities, including debit cards, check writing, ACH receiving (including direct deposit), online bill pay, customer service support, and fraud monitoring. In this role, the Specialist II will support day-to-day processing and operational activities across key BTS functions, helping to ensure accuracy, timeliness, strong controls, and a high-quality client experience. This opportunity is well suited for a developing professional with foundational experience in banking, operations, payments, reconciliations, and client service delivery.

Requirements

Bachelor’s degree or equivalent combination of education and related experience
2–5 years of experience in operations, financial services, banking, or a related environment preferred
Strong attention to detail and ability to perform tasks accurately in a deadline-driven environment
Good analytical and problem-solving skills, with the ability to identify issues and escalate appropriately
Strong verbal and written communication skills
Ability to work collaboratively across teams and build effective working relationships
Strong organizational skills and the ability to manage multiple tasks and priorities effectively
Ability to learn and apply operational processes, systems, products, and control requirements
Demonstrated ability to work with greater independence on routine assignments while contributing to broader team objectives
Proficiency in Microsoft Office applications such as Excel, Word, and Outlook preferred
Bachelors degree or the equivalent combination of education and experience is required.
3-5 years of total work experience is preferred.
Experience in brokerage processing is preferred.
Applicable local/regional licenses or certifications as required by the business.

Nice To Haves

Experience in financial services, banking operations, payments, reconciliations, settlement activity, or transaction processing
Familiarity with payment types such as ACH, checks, wires, or debit cards is a plus
Exposure to operational controls, exception management, and issue resolution
Experience identifying process improvement opportunities and supporting operational efficiency initiatives
Demonstrated ability to work in a team-oriented environment with a client-focused mindset
Comfort working across multiple systems, tasks, and stakeholder groups in a fast-paced operational setting

Responsibilities

Support daily operational processing and service activities across Banking Transaction Services functions
Assist with broker support activities, including account-related processes, reconciliation, billing, and settlement support
Perform routine operational tasks in accordance with established procedures, service level expectations, and control requirements
Help investigate and resolve operational exceptions, breaks, and issues in a timely manner, escalating as needed
Support payment-related operational processes associated with ACH, checks, wire transfers, and debit cards
Partner with internal teams across operations, product, technology, client service, risk, compliance, and finance to support effective execution
Maintain accurate records, documentation, and process support materials to promote operational consistency and audit readiness
Assist in monitoring daily workflows, identifying issues, and contributing to service quality and process efficiency
Support reconciliation and control activities to help ensure accurate processing and issue identification
Participate in process improvement efforts by identifying manual touchpoints, inefficiencies, or opportunities for stronger controls
Contribute to team reporting, metrics gathering, and other operational tracking activities
Build knowledge of BTS products, operational processes, and the broader BNY A.M.P. operating model
Collaborate effectively with team members and stakeholders to support consistent service delivery
Performs routine and non-routine client service and transactional support functions.
Provides analytics and reporting services, working to improve and automate transaction processing systems.
Advises organizational units/teams to ensure timely delivery of service, or resolution of issue.
Provides direction to lower-level service roles in the successful delivery of support or service.
Processes account related transactions per scheduled events/client authenticated direction.
Answers inquiries and resolves problems or issues.
Assesses needs and suggests/promotes alternative approaches to service models.
Participates in straightforward product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions.
Solves problems based on an understanding and knowledge of the intricacies of the system.
Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.
Manages situations which may require adaptation of response or extensive research according to internal or external client response.
May be responsible for allocating and checking work of support team members.
May be responsible for specific supervisory review, training and approval actions.
Contributes to the achievement of team objectives