Card Payments Operations Financial Senior Specialist

Truist Financial Corporation; Wilson (NC); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Specialist to ensure efficient processing of client financial requests. This role requires a blend of analytical skills and leadership, as you will manage projects and serve as a subject matter expert. The ideal candidate will have extensive experience in the payments services industry and be adept at communication and problem-solving. Join a dynamic team that values your contributions and offers a supportive environment for professional growth. With a flexible work schedule and comprehensive benefits, this opportunity is perfect for those looking to make a significant impact in financial operations.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Vacation

Paid Sick Days

Paid Holidays

Life Insurance

Disability Insurance

Qualifications

• 7+ years of experience in a Financial Specialist II or Business Analyst III role.
• Strong communication skills and ability to work under pressure with deadlines.

Responsibilities

• Ensure accurate and efficient operational service for client financial requests.
• Lead departmental projects and recommend improvements.

Skills

Communication Skills

Leadership Skills

Analytical Skills

Problem-Solving

Education

Bachelor's Degree

Master's Degree

Tools

Microsoft Office

Job description

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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.

Work schedule follows office centric workstyle (4 days onsite/1 day remote) at posted location - requires flexibility to work overtime as needed for mission critical role.

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.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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. Bachelors/Master's Degree
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.

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.

EEO is the LawPay Transparency Nondiscrimination ProvisionE-Verify