Card Payments Operations Financial Senior Specialist

Truist; Wilson (NC); On-site; USD 95,000 - 135,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

Truist is seeking a seasoned Financial Specialist II/III to manage complex client payment inquiries within Card Payments Operations. The role emphasizes accuracy, timely processing, and strong client service to both internal and external clients while reducing operational risk.

You will escalate issues, lead small projects, and collaborate with partners across departments, applying production standards and deadlines. Bachelor's degree and 7+ years in relevant roles are required.

Qualifications

• Bachelor's Degree or combination of training/experience.
• 7+ years of experience in a Financial Specialist II or Business Analyst III role or equivalent in Finance/Accounting.
• 10+ years of experience in Payments services industry.
• Strong written and verbal communication skills.
• Ability to read, comprehend and follow instructions.
• Ability to work in production standards with high workloads and deadlines.
• Proficiency in basic computer applications (Microsoft Office).
• Willing to work overtime during peak times.
• Demonstrated leadership skills.

Responsibilities

• Process and resolve financial requests for client payments in Card Payments Operations.
• Serve as SME on Financial Specialist I/II duties and responsibilities.
• Escalate production issues for quick resolution and support system development.
• Lead small departmental projects and partner with Senior Financial Analyst.
• Document improvements and implement changes with teammates.
• Act as liaison with internal and external partners.
• Organize and perform complex analyses.
• Handle Tier 3 tasks and escalations.
• Oversee procedures and controls.

Skills

Leadership

Communication

Problem solving

Time management

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

• Perform all tasks required to ensure accurate, timely and efficient operational service and processing of new client financial request, adjustments, and research/resolution requests for all payment inquiries received in Card Payments Operations, while providing outstanding client service to both internal and external clients while minimizing the operational risk for the bank.
• Subject matter expert (SME) on essential duties and responsibilities of Financial Specialist I and II
• Responsible for escalation of production issue for quick resolution, supporting continuous development of systems owned by unit.
• Departmental small project lead. Work in tandem with Sr. Financial Analyst to ensure each aspect of Financial Operations is covered
• Recommends and documents improvements and works with others to implement
• Knows and applies the concepts and practices of the business, including linkages with internal and external partners
• May serve as manager, trainer, or coordinator for work of junior staff members
• Organizes and performs complex analyses
• Research and process Tier 3 task & escalations
• Procedure & Control oversight
• Serves as a liaison with internal and external partners

Qualifications

Required Qualifications

• Bachelor's Degree or combination of training/experience
• 7+ years of experience in a Financial Specialist II or Business Analyst III role or equivalent experience in Finance/Accounting.
• 10+ years of experience in Payments services industry
• Possess strong written and verbal communication skills, including the ability to communicate professionally with team members and related departments
• Demonstrated ability to read, comprehend and follow instructions
• Demonstrated ability to work in an area governed by production standards, heavy workloads and critical deadlines
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Able and willing to work overtime during peak times
• Demonstrate leadership skills

Preferred Qualifications

• 1 Bachelors/Master's Degree
• 10+ years or more of financial serving experience
• Knowledge of all bankcard products and services, online banking, debit card/prepaid products, digital electronic Payment products services and products
• General understanding of the other areas within banking operations

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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