Card Payments Operations Financial Senior Specialist

Crump Life Insurance Svcs Inc; Wilson (NC); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation and holidays

Job summary

Truist Financial Corporation in North Carolina is seeking a seasoned Financial Specialist II/Business Analyst III to ensure accurate processing of new client financial requests and payment inquiries within Card Payments Operations. You will act as SME, escalate production issues, lead small projects, and document improvements.

The role requires strong communication, leadership, and the ability to work under pressure in a fast-paced banking environment.

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.

Responsibilities

• 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.

Skills

Communication skills

Leadership

Ability to work under deadlines

Attention to detail

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

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. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Subject matter expert (SME) on essential duties and responsibilities of Financial Specialist I and II
2. Responsible for escalation of production issue for quick resolution, supporting continuous development of systems owned by unit.
3. Departmental small project lead. Work in tandem with Sr. Financial Analyst to ensure each aspect of Financial Operations is covered
4. Recommends and documents improvements and works with others to implement
5. Knows and applies the concepts and practices of the business, including linkages with internal and external partners
6. May serve as manager, trainer, or coordinator for work of junior staff members
7. Organizes and performs complex analyses
8. Research and process Tier 3 task & escalations
9. Procedure & Control oversight
10. Serves as a liaison with internal and external partners

Required Qualifications:

1. Bachelor's Degree or combination of training/experience
2. 7+ years of experience in a Financial Specialist II or Business Analyst III role or equivalent experience in Finance/Accounting.
3. 10+ years of experience in Payments services industry
4. Possess strong written and verbal communication skills, including the ability to communicate professionally with team members and related departments
5. Demonstrated ability to read, comprehend and follow instructions
6. Demonstrated ability to work in an area governed by production standards, heavy workloads and critical deadlines
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8. Able and willing to work overtime during peak times
9. Demonstrate leadership skills

Preferred Qualifications:

1. 1 Bachelors/Master's Degree 2.
2. 10+ years or more of financial serving experience
3. Knowledge of all bankcard products and services, online banking, debit card/prepaid products, digital electronic Payment products services and products
4. General understanding of the other areas within banking operations

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).

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

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. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.