Process & Research Specialist

Posted 4 Days Ago
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3 Locations
In-Office
Mid level
Fintech • Software • Financial Services
The Role
Analyze treasury operations data, resolve complex customer issues, recommend process improvements, track performance metrics, support projects to reduce errors, and participate in testing and implementation of treasury systems and core banking upgrades.
Summary Generated by Built In
Job Summary & ResponsibilitiesResponsibilities include but are not limited to:
  • Assist in resolving complex customer service issues that require additional research and communication with other departments in the bank; follow through to customer resolution.
  • Use statistical methods to identify areas for operational improvement and make suggestions for streamlining processes.
  • Identify different types of data that need tracking to improve business performance.
  • Work on projects designed to improve quality, reduce errors and design new business processes.
  • Review information and trends to ensure that the output of processes is achieving the desired results and that services are meeting agreed upon service levels.
  • Work with management, support teams, customers and vendors to gather and analyze information and make recommendations.
  • Actively participate in the testing efforts of all Treasury products when upgrades/enhancements/releases are being initiated on the respective platforms, including any core banking system release installs.
Preferred Qualifications
Required Skills:
  • Ability to prioritize, organize and follow through on projects.
  • Excellent PC skills, including the ability to work with data from multiple systems.
  • Excellent verbal and written communication skills.
Required Experience:
  • High school diploma or GED and a minimum of three years' treasury operations experience.
  • Bachelor's degree with a minimum of two years' treasury operations experience preferred.

Skills Required

  • Ability to prioritize, organize and follow through on projects.
  • Excellent PC skills, including the ability to work with data from multiple systems.
  • Excellent verbal and written communication skills.
  • High school diploma or GED and a minimum of three years' treasury operations experience.
  • Bachelor's degree with a minimum of two years' treasury operations experience.
  • Assist in resolving complex customer service issues requiring research and cross-department communication.
  • Use statistical methods to identify areas for operational improvement and streamline processes.
  • Participate in testing efforts of Treasury products and core banking system release installs.
  • Work with management, support teams, customers and vendors to gather and analyze information and make recommendations.
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