BNY Wealth Newport Beach CA

Specialist, Cash Processing/Funds Transfer

Full-time · Pittsburgh, PA
✓ Verified live on the employer's own system · added 20 days ago
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Requirements

Education: Bachelor's degree

Skills & tools

Wealth ManagementOperationsConflict ResolutionManagement
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Full job description

We're seeking a future team member for the role of Specialist, Cash Processing/Funds Transfer to join our Wealth Management team. This role is located in Pittsburgh, PA

In this role, you'll make an impact in the following ways:

- Applies expertise and judgement, providing quality service to internal clients in support of their external clients on a daily basis, performing cash transaction processing such Domestic and Foreign Wires, ACH or Checks, reconciliations, inquiry response and problem resolution while meeting defined processing timeframes. - Performs a variety of operational tasks including processing updates to client accounts or company records, working with other processing areas and handling varying volumes and transaction types. - Conducts independent analysis and policy interpretation, ensuring compliance with all policies and procedures. - Works with technology, providing process knowledge and requirements in the event of a system issue.

Performs testing in support system upgrades or other recovery requirements such as business resumption. - Review/release the work of other Cash Processing team members and help resolve issues. - Contributes to the achievement of team objectives.

To be successful in this role, we're seeking the following:

- Bachelors degree or the equivalent combination of education and experience is required. - 0-3 years of total work experience preferred. - Experience in financial services operations preferred. - No direct reports; may have people management responsibilities in some geographies and contributes to the achievement of team objectives.

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This posting was published by BNY Wealth Newport Beach CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.