Specialist II, Corporate Trust Transaction Management

We're seeking a future team member for the role of Specialist II , Corporate Trust Transaction Management to join our Global Corporate Trust team. This role is located in New York, NY; Pittsburgh, PA; Houston, TX.

- Facilitate client onboarding activities and associated responsibilities.

- Ensure transactions are established correctly and mitigate risk through thorough document review whilst meeting client objectives.

- Monitor and ensure compliance with applicable regulations, internal policies, and client requirements during the onboarding process.

- Identify opportunities to improve process documentation accuracy to enhance service delivery.

- Accurately enter and maintain deal information in internal systems and databases, ensuring data integrity and compliance with internal data governance standards.

- Identify, escalate, and help mitigate potential risks associated with the onboarding process.

- Coordinate moderately complex information/tasks with team members or internal and external parties while reviewing transaction terms.

- Escalate potential issues to senior team members, as appropriate.

- Ensure BNY remains compliant with applicable regulations and policies and procedures.

- Identify and apply AI-enabled tools, where appropriate, to improve the efficiency, accuracy, and timely completion of assigned tasks while maintaining compliance with applicable policies and procedures.

- Bachelor's degree or above, preferably in finance or a related area, or the equivalent combination of education and experience is required.

- Experience in deal onboarding or corporate trust operations.

- Knowledge of regulatory frameworks affecting investment banking and trust operations.

- Proven ability to take initiative, work independently, and manage assigned responsibilities in a timely and effective manner.

- Demonstrated strong attention to detail and accuracy in reviewing documentation, processing transactions, and maintaining records.