Client Processing Specialist II

BNY

. Support daily operational processing and service activities across Banking Transaction Services functions .

Posted 10/19/2026full-timeUnited StatesMid-LevelSenior💰 $52,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in operational processing within Banking Transaction Services, with a strong focus on reconciliation, billing, and settlement support. Proficient in identifying process improvements and maintaining service quality through collaboration across teams.

Highest-signal resume keywords

Operational ProcessingReconciliationFinancial Services ExperienceAttention To DetailAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Operational ProcessesTransaction ProcessingPaymentsACHWire TransfersDebit CardsException ManagementIssue ResolutionProcess ImprovementControl Requirements

Soft Skills

Problem-Solving SkillsVerbal CommunicationWritten CommunicationOrganizational SkillsCollaborative Work

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft Outlook

Industry Keywords

BankingFinancial ServicesOperational ControlsService QualityMetrics Gathering

About the role

Key responsibilities & impact

Support daily operational processing and service activities across Banking Transaction Services functions
Assist with broker support activities, including account-related processes, reconciliation, billing, and settlement support
Perform routine operational tasks according to procedures, service level expectations, and control requirements
Investigate and resolve operational exceptions, breaks, and issues, escalating as needed
Support operational processes for ACH, checks, wire transfers, and debit cards
Partner with operations, product, technology, client service, risk, compliance, and finance teams
Maintain accurate records, documentation, and process support materials
Monitor daily workflows and contribute to service quality and process efficiency
Support reconciliation and control activities
Identify manual touchpoints, inefficiencies, and opportunities for stronger controls
Contribute to reporting, metrics gathering, and operational tracking
Build knowledge of BTS products, operational processes, and the BNY A.M.P. operating model
Collaborate with team members and stakeholders to support consistent service delivery

Requirements

What you’ll need

Bachelor’s degree or equivalent combination of education and related experience
2–5 years of experience in operations, financial services, banking, or a related environment preferred
Strong attention to detail
Good analytical and problem-solving skills
Strong verbal and written communication skills
Ability to work collaboratively across teams
Strong organizational skills and ability to manage multiple tasks and priorities
Ability to learn and apply operational processes, systems, products, and control requirements
Ability to work with greater independence on routine assignments
Proficiency in Microsoft Office applications such as Excel, Word, and Outlook preferred
Experience in financial services, banking operations, payments, reconciliations, settlement activity, or transaction processing preferred
Familiarity with ACH, checks, wires, or debit cards is a plus
Exposure to operational controls, exception management, and issue resolution
Experience identifying process improvement opportunities preferred
Ability to work across multiple systems, tasks, and stakeholder groups in a fast-paced operational setting

Benefits

Comp & perks

Competitive compensation
Flexible global resources and tools
Wellbeing programs
Paid leaves, including paid volunteer time
401(k) plan
Company-sponsored medical insurance
Company-sponsored dental insurance
Company-sponsored vision insurance
Basic life insurance
Vacation time
Sick time
Potential eligibility for an annual discretionary incentive award