Reconciliation & Process Improvement Specialist

Jobtailor; Kansas; On-site; USD 52,000 - 68,000; Full time

Job summary

Jobtailor in Kansas seeks a detail-oriented Reconciliation Specialist to support money movement, reconcile client accounts, and research exceptions across banking systems.

You will contribute to process improvements, monitor high-volume inquiries, and ensure accuracy and timely resolutions, leveraging Excel and analytical skills in a fast-paced financial-services environment.

Qualifications

• 2+ years experience in financial services, banking, reconciliation, accounting etc.
• Excel proficiency and strong attention to detail are required.
• Ability to manage high-volume inbox and resolve client requests efficiently.

Responsibilities

• Facilitate money movement for clients and reconcile client bank accounts.
• Quality control of manual and automated outgoing wires.
• Research and resolve exception items for various fund companies.

Skills

Financial services experience

Reconciliation

Excel proficiency

Attention to detail

Problem solving

Education

High School Diploma

Bachelor’s Degree (Preferred)

Tools

Banking Systems

Job description

• Facilitate money movement for clients, reconcile client bank accounts, and research exception items for various fund companies.
• Responsible for reconciliation, entering wires in various banking systems and other team functions.
• Quality control of manual and automated outgoing wires.
• Will be escalation point for more complex functions.
• Follows workflow priorities and ensures all processing standards and client needs are met.
• Performs quality checks by auditing work performed.
• Develops and implements process improvements.
• Minimizes open items by conducting root cause/trend analysis and works with internal teams to reduce/eliminate recurrence.
• Documents processes and procedures.
• Trains and guides associates within direct team by sharing job knowledge and best practices.

Requirements

• High School diploma or equivalent
• Bachelor’s degree or equivalent experience preferred
• Must have 2+ years experience in financial services, banking, reconciliation, accounting etc.
• Excel proficiency.
• Attention to detail and ability to trace problems to their source and see resolution through to completion.
• Ability to effectively manage a high-volume inbox, ensuring timely responses and resolution of client requests.

Core Competencies

Demonstrates expertise in financial services and banking operations, with a strong focus on reconciliation, process improvement, and quality control. Proficient in Excel and capable of managing high-volume client interactions while ensuring accuracy and compliance.

Highest-signal resume keywords

• Financial Services Experience
• Reconciliation Expertise
• Excel Proficiency
• Process Improvement
• Attention to Detail

ATS Optimization Keywords

Hard Skills

• Reconciliation
• Banking Systems
• Quality Control
• Root Cause Analysis
• Trend Analysis

Soft Skills

• Attention to Detail
• Problem-Solving
• Training and Guidance

Certifications & Qualifications

• High School Diploma
• Bachelor’s Degree (Preferred)

Industry Keywords

• Financial Services
• Banking
• Accounting