Transactions Specialist III
About The Position
Join a high‑performing operations team where precision and accountability power our customer experience. Your work ensures transactions are processed accurately, exceptions are resolved quickly, and controls remain strong. As a Transaction Processing Senior Specialist in Operations, you will process and settle transactions, prepare work for high‑speed equipment, and keep daily activity balanced and reconciled. You’ll monitor queues, research and resolve exceptions, and validate documentation to maintain data integrity. In this role, your attention to detail and control mindset safeguard clients, the firm, and day‑to‑day operations.
Requirements
- Intermediate organizational and time‑management skills
- Strong attention to detail and accuracy
- Intermediate problem‑solving and analytical skills
- Proficiency with Microsoft Office (Excel, Word, Outlook)
- Effective oral and written communication; client relationship skills
- Intermediate knowledge of business processes, products, and LOB operations
- Experience with transaction processing, clearing, servicing, researching, and settling
- Ability to follow SOPs and meet deadlines in a high‑volume environment
- Ability to work independently and collaboratively
- Ability to handle physical/electronic materials and lift up to 40 pounds
- High school diploma or GED
Nice To Haves
- Experience with vault processing and currency shipment reconciliation
- Experience preparing work for high‑speed processing equipment
- Familiarity with queue/workflow management tools
- Prior direct customer contact in banking or operations
Responsibilities
- Process and settle transactions, including currency orders; balance daily activity
- Prepare transactions for high‑speed processing equipment
- Reconcile and balance main vault currency shipments and daily activity
- Monitor work queues and prioritize workload
- Resolve transaction exceptions; escalate over‑threshold issues (e.g., >$100) to the team/unit lead
- Perform routine inquiries and research to resolve open items
- Complete operational balancing and reconciliations across systems
- Review documentation and verify data for accuracy and completeness
- Handle direct customer contact as needed to address inquiries
- Adhere to procedures and controls for both physical and electronic materials
- Support a safe work environment; lift up to 40 pounds as required
Benefits
- competitive total rewards package including base salary determined based on the role, experience, skill set and location
- Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions
- comprehensive health care coverage
- on-site health and wellness centers
- a retirement savings plan
- backup childcare
- tuition reimbursement
- mental health support
- financial coaching
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
