Make the work that keeps money moving—accurately, securely, and on time. In this role, your attention to detail and commitment to service directly support customers’ day-to-day financial needs. You will join a team that values operational excellence and continuous improvement, where every transaction is an opportunity to strengthen trust. If you like solving problems, improving processes, and delivering consistent results, this role offers clear impact and growth.
As a Transaction Specialist I within Transaction Operations, you process and clear transactions with a focus on accuracy, efficiency, and a strong customer experience. You work within established procedures while meeting production expectations in a high-volume environment, and you help us identify opportunities to improve how work gets done. You partner with teammates and adjacent teams to resolve issues, apply automation, and support reliable end-to-end processing.
Job responsibilities
- Process and clear transactions in line with established procedures and service standards
- Maintain accuracy and productivity while meeting daily production targets
- Respond to customer requests, including balance inquiries and account maintenance, with professionalism and care
- Research transaction questions and resolve routine exceptions using defined guidelines
- Escalate non-standard or non-routine issues to a supervisor or senior team member following documented protocols
- Apply automation and digital tools to support efficient transaction processing and account servicing
- Monitor transactions to identify patterns and trends and support process improvements using basic data analysis
- Maintain working knowledge of product definitions, operating procedures, and upstream and downstream process flows
- Document actions taken and updates required to support consistent, auditable processing
- Collaborate with cross-functional partners to support accurate transaction reporting and timely issue resolution
Required qualifications, capabilities and skills
- High school diploma or General Educational Development (GED) credential
- Baseline knowledge of transaction processing activities, including clearing, servicing, researching, and settling transactions
- Demonstrated ability to follow prescribed instructions, procedures, and protocols with minimal variance
- Ability to manage routine customer inquiries, including balance inquiries and account maintenance
- Ability to use digital tools to complete transaction processing and support account servicing
- Ability to obtain and maintain a Government Security Clearance, including Public Trust clearance, as a condition of employment
- Ability to successfully complete a comprehensive background screening required for the Government Security Clearance process
- Ability to sit up to 95% of the time and stand up to 10% of the time
- Ability to walk up to 10% of the time
- Ability to lift up to 50 pounds
Preferred qualifications, capabilities and skills
- Experience using automation technologies to improve transaction processing efficiency
- Experience handling transaction conflicts or exceptions within defined procedures and escalating appropriately when needed
- Experience using basic data analysis to identify transaction trends and recommend process improvements
- Experience collaborating with cross-functional teams to support accurate reporting and operational outcomes