CLIENT PROCESSING REPRESENTATIVE IAt 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 of Client Processing Representative I to join our Global Payments and Treasury Services Operations team. This role is located in Pittsburgh, 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.BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.