Client Processing Specialist II

BNY

. Apply expertise and judgement in providing quality and complex client service and support to internal and external clients, including phone interaction, problem resolution, transaction processing, reconciliations and accounting services, and updates to client accounts.

Posted 10/7/2026full-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 strong analytical skills for problem resolution and transaction processing. Proficient in maintaining compliance with regulations and policies while ensuring accuracy in financial documentation and reconciliations.

Highest-signal resume keywords

Client Service ExpertiseCritical ThinkingLoan Processing SystemsAttention to DetailCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Complex Problem ResolutionTransaction ProcessingReconciliationPolicy InterpretationFinancial Product KnowledgeCredit Agreement AnalysisManual ProcessingSupervisory ReviewEscalation ManagementAccount Maintenance

Soft Skills

Interpersonal SkillsCollaborationAttention to DetailAnalytical ThinkingProblem-Solving

Tools & Technologies

Loan Processing SoftwareClient Account Management Systems

Industry Keywords

Financial ProductsLoansCredit FacilitiesSecuritiesRegulatory Compliance

About the role

Key responsibilities & impact

Apply expertise and judgement in providing quality and complex client service and support to internal and external clients, including phone interaction, problem resolution, transaction processing, reconciliations and accounting services, and updates to client accounts.
Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation.
Conduct complex, manual processing of updates to client accounts or company records and perform reconciliations such as cash breaks and position differences.
Serve as the primary point of contact for clients, executing correspondent requisites timely and accurately.
Maintain correspondent accounts in accordance with applicable regulations and policies.
Identify, investigate, and resolve problems in client accounts or company records, working with technology and systems teams.
Provide product knowledge and technical assistance, escalating complex problems when appropriate.
Review and check work of other Client Processing Support staff, help resolve escalated issues, and may allocate and check work.
Perform specific 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 the employee and eligible dependents
Vacation and sick time
Flexible work arrangement (hybrid)