Transactions Specialist III - Exception Processing

Join our team, where you'll play a key role in driving efficiency and accuracy. Elevate your career in a fast-paced environment that values excellence and innovation!

As a Transactions Specialist III within the Exception Processing Team, you will be responsible for processing daily document transactions, each function may have multiple tasks per transaction. These transactions require judgment and experience with limited direct supervision. While receiving clear instruction, you must maintain the highest level of production and accuracy on a daily basis.

Job responsibilities

• Perform a variety of Operation functions centered on the processing of data and documentation
• Provide Confirmation - provides specific account information to third-party requestors that confirm the customer’s bank relationship and verifies deposits or account balances
• Handle deposit Exceptions/Returns, Research, Document Preparation, Handling, Reviewing, and Processing Transactions and Remittances
• Perform root cause analyses on new / recurring issues or control gaps
• Communicate with Business Partners to facilitate resolution of outstanding cases/issues
• Determine routine decisions and course of action
• Be able to evaluate and analyze data from multiple sources in a fast-paced environment
• Adapt to changing needs & deadlines and remain calm when under pressure
• Ensure compliance with required IPH levels.

Required qualifications, skills, and capabilities

• Strong control and quality management skills; Analytical skills with accuracy and attention to detail
• Able to drive results through a "hands-on" approach
• Able to work with time critical deliveries
• Able to respond to a changing environment
• Able to multi-task with positive “Can Do” attitude
• Contribute to an environment of collaboration and mutual responsibility
• Exceptional systems capability including all Microsoft Office applications, Excel, PowerPoint, and Word
• Strong written and verbal communication skills with ability to deliver direct feedback
• Excellent organizational and time management skills
• Able to handle multiple priorities and meet deadlines
• Self-starter with strong work ethic and ability to work independently with limited supervision
• High school diploma or GED required.

Preferred qualifications, skills, and capabilities

• Banking operations or financial service industry experience

Work Schedule: Monday - Friday 7:45am - 4:15pm / full time onsite,  Must be available to work overtime as needed, beginning or end of shift.