CLIENT PROCESSING REPRESENTATIVE I
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We're seeking a future team member for the role ofClient Processing Representative Ito join ourGlobal Payments and Treasury Services Operationsteam. This role is located inPittsburgh, PA, and will work a Hybrid schedule (3 days per week in-office required).
In this role, you'll make an impact in the following ways:
Configure, set up, and onboard lockbox clients
Create data transmission files
Applies expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner
Performs complex operational tasks in a product or functional area
Conducts independent analysis and policy interpretation
Performs complex, manual processing of updates to client accounts or company records
Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data
Serves as the primary point of contact for clients and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs
Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks
Identifies, investigates and resolves problems in client accounts or company records
Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations
Provides product knowledge and technical assistance, determining when the more complex problems should be referred to a supervisor or senior professional
Responsible for the quality and completion of own work
To be successful in this role, we're seeking the following:
High school/secondary school or the equivalent combination of education and experience is required
Bachelors degree preferred
5-7 years of total work experience preferred
Excellent communication and writing abilities
Demonstrated ability to prepare transmission files and coordinate with cross-functional groups
Attention to detail
Ability to self-manage, prioritize, and execute workload
Prior experience with onboarding lockbox clients highly preferred
Familiarity with technical applications to include, but not limited to, Microsoft Office applications
Experience in brokerage processing preferred
At BNY, our culture speaks for itself. Here's a few of our awards:
America's Most Innovative Companies, Fortune, 2024
World's Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
"Most Just Companies", Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg's Gender Equality Index (GEI), 2023
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.