Specialist, Client Processing Representative II

BNY Mellon•Pittsburgh, PA

2d•$52,000 - $83,000

About The Position

The Specialist, Client Processing Representative II provides complex client service and operational support to internal and external clients. The role involves client interactions, problem resolution, transaction processing, reconciliations, accounting services, and timely updates to client accounts. It performs complex operational tasks involving independent analysis and policy interpretation, including manual processing of account or company-record updates and reconciliation of cash breaks and position differences. The position serves as a primary point of contact for clients, maintains correspondent accounts in compliance with applicable regulations and policies, and investigates and resolves issues with client accounts or company records. It also provides product knowledge and technical assistance, escalates complex issues when appropriate, reviews the work of other Client Processing Support staff, may allocate and check team work, and completes required supervisory review and approval actions. The employee is responsible for the quality and completion of their own work.

Requirements

Bachelor’s degree or an equivalent combination of education and experience.
Excellent critical-thinking and problem-solving skills, including the ability to analyze complex credit agreements and identify potential issues.
Strong attention to detail and ability to accurately review and verify loan documentation.
Basic knowledge of financial products, including loans, credit facilities, and securities.
Experience with loan-processing systems and software, and ability to learn new systems quickly.
Strong communication and interpersonal skills, with the ability to collaborate with internal stakeholders and clients.

Nice To Haves

Three or more years of total work experience is preferred.

Responsibilities

Provide quality, complex client service and support to internal and external clients, including phone interactions, problem resolution, transaction processing, reconciliations, accounting services, and timely account updates.
Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation.
Process complex manual updates to client accounts or company records and reconcile cash breaks and position differences.
Serve as the primary client contact and execute correspondent requirements accurately and on time, with an understanding of the business and client needs.
Maintain correspondent accounts in accordance with regulations and policies, ensuring compliance and minimizing exposure related to assigned processing tasks.
Identify, investigate, and resolve problems in client accounts or company records, collaborating with technology and systems teams on efficiency and risk mitigation.
Provide product knowledge and technical assistance, and determine when complex problems should be escalated.
Review and check the work of other Client Processing Support staff, help resolve escalated issues, and potentially allocate and check team members’ work.
Complete required supervisory review and approval actions.
Ensure the quality and completion of own work.