Research & Adjustments Rep III - Cash and Transportation
Core
Resolving complex research and adjustment inquiries, investigating transaction discrepancies, and determining accounting entries for cash and transportation services.
Role type
Senior operational analyst (cash & transportation)
Builds
Accurate financial resolutions and process improvements for bank clients
Domain
Banking / Financial Services / Cash Operations
Required skills
Transaction research, Accounting principles, Root cause analysis, Risk escalation, SLA management, Process improvement, Complex case resolution, Account maintenance, Discrepancy identification, Operational controls
Preferred skills
Cross-functional partnership, Financial Center frontline experience
Technologies
N/A
Responsibilities
Investigate daily incoming research and adjustment inquiries, Resolve differences and determine accounting entries, Handle escalated cases with large monetary value or aged risk, Partner with Risk and business partners to address control concerns, Contribute to improving process efficiencies by validating departmental procedures, Document actions taken on behalf of the client
Seniority
Senior, hands-on IC