Bulge Bracket Investment Banks

Posted 15 days ago

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**Transactions Specialist II - Cash Services** in Fort Worth, TX processes high-volume cash service transactions, ensuring accuracy and timeliness. Key responsibilities include reconciling transactions, investigating exceptions, collaborating with internal partners, and contributing to process improvements. The ideal candidate brings relevant transaction processing experience, proficiency in productivity tools, and strong attention to detail. This role requires proficiency in standard tools but offers opportunities to leverage workflow tools and process improvement initiatives. Availability to work the required schedule, including potential on-site/hybrid expectations, is essential.

Compensation: Not specified
City: Not specified
Country: United States

Full Job Description

Location: Fort Worth, TX, United States

Accuracy, pace, and strong controls matter in operationsand your work directly supports reliable client experiences. You will join a team that values continuous improvement, clear communication, and disciplined execution. If you enjoy solving exceptions, strengthening processes, and delivering quality in a high-volume environment, this role offers meaningful impact and growth.

As a Transactions Specialist II in Cash Services, you process high-volume transactions, complete reconciliations, and resolve exceptions to support accurate and timely client outcomes. You work with internal partners to investigate breaks, follow documented procedures, and help improve daily operational controls. You contribute to a culture of quality, risk awareness, and continuous improvement.

Job responsibilities

Process daily cash service transactions accurately and within defined service level expectations

Reconcile transaction activity and identify variances, breaks, or exceptions

Investigate and resolve exceptions by researching records, tracking root causes, and documenting outcomes

Validate data quality and complete required checks in accordance with procedures and controls

Escalate issues, aging items, and operational risks in a timely and well-documented manner

Partner with internal teams to coordinate resolution of transaction inquiries and operational requests

Maintain clear records, logs, and evidence to support audit, reporting, and control requirements

Identify process improvement opportunities and support updates to procedures and job aids

Support cross-training and knowledge sharing to maintain consistent team coverage and performance

Required qualifications, capabilities and skills

Transaction processing experience in an operations environment (TBD minimum years)

Demonstrated ability to follow documented procedures and complete work with strong attention to detail

Ability to reconcile activity, identify exceptions, and complete basic root-cause analysis

Proficiency with standard productivity tools (e.g., spreadsheets, email, and document tools)

Ability to prioritize tasks, meet deadlines, and sustain accuracy in a high-volume workflow

Clear written and verbal communication skills for documenting outcomes and escalating issues

Ability to work effectively with internal partners in a process-driven environment

Commitment to a control-focused mindset, including accurate recordkeeping and timely escalation

Availability to work the required schedule for the role (TBD schedule/shift; TBD on-site/hybrid expectations)

Preferred qualifications, capabilities and skills

Experience supporting reconciliations, exception management, or investigations in cash-related operations

Experience using workflow tools or case management systems to track and resolve items

Experience supporting process improvement initiatives (e.g., updates to procedures, checklists, or job aids)

Experience working in a role with defined service levels and quality metrics

Familiarity with operational risk concepts (e.g., controls, documentation, escalation)

Experience supporting team coverage through cross-training or peer support

Process and reconcile cash service transactions while resolving exceptions and supporting timely, accurate client outcomes.

Full Job Description