Senior Specialist, Client Processing

Posted Yesterday
Be an Early Applicant
2 Locations
Hybrid
Senior level
Fintech • Financial Services
The Role
Senior Specialist supporting daily banking transaction operations for BNY A.M.P.'s BTS platform. Responsibilities include processing ACH/checks/wires/debit card activities, reconciling and resolving exceptions, supporting broker and settlement tasks, maintaining controls and documentation, partnering with cross-functional teams, contributing to process improvements, and supporting reporting and audit readiness.
Summary Generated by Built In

Senior Specialist, Client Processing, BTS Operations – BNY A.M.P. Operations – Global Payments and Trade Platform

We’re seeking a future team member for the role of Senior Specialist, Client Processing, BTS Operations – BNY A.M.P. (Banking as a Service) Operations to join our Global Payments and Trade Operations Platform. This role is located in Pittsburgh, PA or Lake Mary, FL.

About BNY A.M.P

BNY A.M.P. (Assets, Movements, Platforms) is BNY’s Banking as a Service Solution which allows organizations to embed self-branded banking into their offerings—backed by BNY’s safety, compliance, and operations—via modular capabilities and APIs. Institutional clients can set up accounts, ACH/Checks, cards/ATMs, bill pay, statements, tax reporting, fraud protection, and white-label portals, with consultative support and a dedicated team for back office and product support.

About the Role

BNY is seeking a Client Processing, Senior Specialist to support operational activities within Banking Transaction Services (BTS) Operations as part of BNY A.M.P. Banking Transaction Services is the core transactional banking product within A.M.P., enabling institutional clients to offer their customers a fully functional, branded banking experience powered by BNY’s infrastructure. Through BTS, a fintech, insurer, or other institutional client can provide access to a suite of everyday banking capabilities, including debit cards, check writing, ACH receiving (including direct deposit), online bill pay, customer service support, and fraud monitoring.

In this role, the Specialist II will support day-to-day processing and operational activities across key BTS functions, helping to ensure accuracy, timeliness, strong controls, and a high-quality client experience. This opportunity is well suited for a developing professional with foundational experience in banking, operations, payments, reconciliations, and client service delivery.

Key Responsibilities

  • Lead and 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 in accordance with established procedures, service level expectations, and control requirements
  • Help investigate and resolve operational exceptions, breaks, and issues in a timely manner, escalating as needed
  • Support payment-related operational processes associated with ACH, checks, wire transfers, and debit cards
  • Partner with internal teams across operations, product, technology, client service, risk, compliance, and finance to support effective execution
  • Maintain accurate records, documentation, and process support materials to promote operational consistency and audit readiness
  • Assist in monitoring daily workflows, identifying issues, and contributing to service quality and process efficiency
  • Support reconciliation and control activities to help ensure accurate processing and issue identification
  • Participate in process improvement efforts by identifying manual touchpoints, inefficiencies, or opportunities for stronger controls
  • Contribute to team reporting, metrics gathering, and other operational tracking activities
  • Build knowledge of BTS products, operational processes, and the broader BNY A.M.P. operating model
  • Collaborate effectively with team members and stakeholders to support consistent service delivery

To be successful in this role, we’re seeking the following:

  • Bachelor’s degree or equivalent combination of education and related experience
  • 7 – 10 years of experience in operations, financial services, banking, or a related environment preferred
  • Foundational knowledge of banking operations, transaction processing, payments, or reconciliations 
  • Strong attention to detail and ability to perform tasks accurately in a deadline-driven environment
  • Good analytical and problem-solving skills, with the ability to identify issues and escalate appropriately
  • Strong verbal and written communication skills
  • Ability to work collaboratively across teams and build effective working relationships
  • Strong organizational skills and the ability to manage multiple tasks and priorities effectively 
  • Ability to learn and apply operational processes, systems, products, and control requirements 
  • Demonstrated ability to work with greater independence on routine assignments while contributing to broader team objectives
  • Proficiency in Microsoft Office applications such as Excel, Word, and Outlook preferred

 

Preferred Qualifications

  • Experience in financial services, banking operations, payments, reconciliations, settlement activity, or transaction processing 
  • Familiarity with payment types such as ACH, checks, wires, or debit cards is a plus
  • Exposure to operational controls, exception management, and issue resolution
  • Experience identifying process improvement opportunities and supporting operational efficiency initiatives 
  • Demonstrated ability to work in a team-oriented environment with a client-focused mindset
  • Comfort working across multiple systems, tasks, and stakeholder groups in a fast-paced operational setting

"Client Processing - IC3Provides complex analytics and reporting services, working to improve and automate Client Processing systems. Manages moderate to complex external client issues. Directly advises other organizational units/teams to ensure timely delivery of service, or resolution of issue.Meets with organizational units/teams to ensure problems and issues are being addressed appropriately and that they are resolved in a timely manner.Participates in product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions. Solves complex problems based on an understanding and knowledge of the intricacies of the system. Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients. Provides support to lower level client processing roles.May be responsible for allocating and checking work of other team members. May be responsible for specific supervisory review, training and approval actions.Contributes to the achievement of related teams objectivesBachelors degree or the equivalent combination of education and experience is required.5-7 years of total work experience is preferred. Experience in brokerage processing is preferred. Applicable local/regional licenses or certifications as required by the business..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."

About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. About the Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

 Here’s a few of our recent awards:

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025

    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 assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

    Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

    If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

    Skills Required

    • Bachelor's degree or equivalent combination of education and related experience
    • 7-10 years of experience in operations, financial services, banking, or related environment
    • Foundational knowledge of banking operations, transaction processing, payments, or reconciliations
    • Proficiency in Microsoft Office applications (Excel, Word, Outlook)
    • Strong attention to detail and ability to perform tasks accurately in a deadline-driven environment
    • Good analytical and problem-solving skills with ability to identify issues and escalate appropriately
    • Strong verbal and written communication skills
    • Ability to work collaboratively across teams and build effective working relationships
    • Strong organizational skills and ability to manage multiple tasks and priorities
    • Ability to learn and apply operational processes, systems, products, and control requirements
    • Demonstrated ability to work with greater independence on routine assignments
    • Familiarity with payment types such as ACH, checks, wires, or debit cards
    • Experience with reconciliations, settlement activity, exception management, and issue resolution
    • Experience identifying process improvement opportunities and supporting operational efficiency initiatives
    • Experience in brokerage processing
    • Applicable local/regional licenses or certifications as required by the business

    BNY Compensation & Benefits Highlights

    The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BNY and has not been reviewed or approved by BNY.

    • Healthcare Strength Health coverage includes comprehensive options with a $0‑premium plan for eligible lower earners, expanded mental‑health support with personalized therapy, and strong income protection through short‑ and long‑term disability. These features have been recently enhanced and are paired with dental and vision coverage.
    • Parental & Family Support Parental leave provides 16 weeks of fully paid time for all parents, with added support such as adoption assistance. This breadth offers strong coverage for major family events.
    • Retirement Support The 401(k) program includes a company match and Roth options to support long‑term savings. Additional financial programs like tuition assistance and savings vehicles complement retirement readiness.

    BNY Insights

    Am I A Good Fit?
    beta
    Get Personalized Job Insights.
    Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

    The Company
    HQ: New York, NY
    41,739 Employees

    What We Do

    We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

    Similar Jobs

    BNY Logo BNY

    Senior Specialist, Client Processing

    Fintech • Financial Services
    In-Office
    Lake Mary, FL, USA
    41739 Employees

    BNY Logo BNY

    Senior Specialist, Client Processing

    Fintech • Financial Services
    In-Office
    Lake Mary, FL, USA
    41739 Employees

    BNY Logo BNY

    Senior Specialist, Client Processing

    Fintech • Financial Services
    In-Office
    Lake Mary, FL, USA
    41739 Employees

    BNY Logo BNY

    Senior Specialist, Client Processing

    Fintech • Financial Services
    In-Office
    Lake Mary, FL, USA
    41739 Employees

    Similar Companies Hiring

    Hanover Park Thumbnail
    Artificial Intelligence • Fintech • Software • Financial Services
    New York, New York
    42 Employees
    Kepler  Thumbnail
    Fintech • Software
    New York, New York
    6 Employees
    Onshore Thumbnail
    Artificial Intelligence • Fintech • Software • Financial Services
    New York, New York
    60 Employees

    Sign up now Access later

    Create Free Account

    Please log in or sign up to report this job.

    Create Free Account