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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in payment processing, reconciliation, and financial data management within banking operations. Proficient in identifying workflow improvements and maintaining compliance in financial services environments.
Highest-signal resume keywords
Payment ProcessingBank ReconciliationACH and Wire TransfersAnalytical Problem-SolvingFinancial Data Management
About the role
Key responsibilities & impact- Prepare and reconcile daily disbursement funding ahead of morning cutoffs
- Process daily payment files and wire transfers across multiple banking partners
- Maintain accurate payment delivery statuses
- Handle expedited and exception requests, including same-day payments, stop payments, and redeposits
- Review daily bank reconciliation summaries and resolve errored items
- Calculate and assess weekly fees for an assigned group of organizations
- Action stop payment and redeposit requests with banking partners and log them for tracking
- Resolve processing issues and escalate to internal and external stakeholders when needed
- Partner with internal teams to keep daily operations on schedule
- Identify and recommend workflow improvements that increase efficiency and reduce risk
- Support ad hoc team projects
Requirements
What you’ll need- 1–2 years of experience in custody, trust, investment, banking, or payments operations, ideally within a financial services firm
- Detail-oriented and highly organized, with ability to manage and reconcile financial data accurately and efficiently
- Familiarity with ACH, wires, and check processing; NACHA file experience is a plus
- Strong analytical problem-solving skills
- Experience in environments emphasizing fraud prevention, internal controls, and compliance
- Comfortable using banking portals, Excel or Google Sheets, and scripted or automated tools
- Intermediate Excel or Google Sheets proficiency preferred
- Effective professional communication with internal teams, external partners, and occasionally clients
- Ability to manage deadlines, processes, and evolving priorities
- Self-motivated, accountable, and collaborative
- Sound judgment when escalating and resolving problems independently
- Legally authorized to work in the United States
Benefits
Comp & perks- Health, dental, and vision coverage
- Paid parental leave
- 12 paid holidays each year
- Professional development budget
- Vacation package
- Remote work-from-home arrangement
- Virtual team connection activities
- In-person team get-togethers
- Competitive wages
- Diversity, equity, and inclusion-focused workplace
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Payment ProcessingBank ReconciliationACH ProcessingWire TransfersCheck ProcessingNACHA File ExperienceFinancial Data ManagementExcel ProficiencyGoogle Sheets ProficiencyFraud Prevention
Soft Skills
Detail-OrientedHighly OrganizedEffective CommunicationSelf-MotivatedCollaborative
Tools & Technologies
Banking PortalsExcelGoogle SheetsAutomated Tools
Industry Keywords
Financial ServicesPayments OperationsInternal ControlsComplianceTrust Operations