Client Processing Representative II

BNY

. Provide quality and complex client service and support to internal and external clients through phone interaction, problem resolution, transaction processing, reconciliations, accounting services, and timely account updates.

Posted 10/14/2026full-timePittsburgh • Pennsylvania • United StatesSeniorLead💰 $52,000 - $83,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service and support, with a strong focus on problem resolution, transaction processing, and reconciliations. Proficient in analyzing complex financial products and ensuring compliance with regulations and policies.

Highest-signal resume keywords

Client ServiceProblem ResolutionLoan Processing SystemsCritical ThinkingAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingReconciliationPolicy InterpretationFinancial Products KnowledgeCredit Agreements Analysis

Soft Skills

CommunicationInterpersonal SkillsCollaboration

Tools & Technologies

Loan Processing Software

Industry Keywords

Client AccountsCorrespondent AccountsOperational TasksCash BreaksPosition Differences

About the role

Key responsibilities & impact

Provide quality and complex client service and support to internal and external clients through phone interaction, problem resolution, transaction processing, reconciliations, accounting services, and timely account updates.
Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation.
Process complex manual updates to client accounts or company records and perform reconciliations such as cash breaks and position differences.
Serve as the primary client contact and execute correspondent requisites accurately and on time.
Maintain correspondent accounts in accordance with regulations and policies.
Identify, investigate, and resolve problems in client accounts or company records with technology and systems teams.
Provide product knowledge and technical assistance and escalate complex problems when appropriate.
Review and check other Client Processing Support staff’s work and help resolve escalated issues.
Allocate and check work of other team members when required.
Perform supervisory review and approval actions as required.
Ensure the quality and completion of own work.

Requirements

What you’ll need

Bachelors degree or the equivalent combination of education and experience is required.
7 plus years of total work experience is preferred.
Excellent critical thinking and problem-solving skills, with ability to analyze complex credit agreements and identify potential issues
Strong attention to detail, with ability to accurately review and verify loan documentation
Basic knowledge of financial products, including loans, credit facilities, and securities
Experience with loan processing systems and software, and ability to learn new systems quickly
Strong communication and interpersonal skills, with ability to collaborate with internal stakeholders and clients

Benefits

Comp & perks

Highly competitive compensation
Flexible global resources and tools
Wellbeing programs
Generous paid leaves, including paid volunteer time
Annual discretionary incentive award eligibility
401(k) plan
Company-sponsored medical insurance
Company-sponsored dental insurance
Company-sponsored vision insurance
Basic life insurance for employees and eligible dependents
Vacation and sick time
At-will employment