Financial Transactions Specialist

Job Summary

Job Responsibilities

• Lead a multi-shift team (employees and contractors; up to ~25) through onboarding, training completion, task allocation, and performance management.
• Coach team members through regular feedback, development plans, and calibration participation to drive consistent performance outcomes.
• Build a high-engagement culture that promotes transparency, trust, recognition, and accountability across shifts.
• Set daily production goals aligned to forecasted volumes, productivity targets, budgets, and available capacity.
• Monitor real-time throughput and quality, dynamically rebalancing staffing and priorities to meet SLAs and cutoff times.
• Remove operational blockers by managing exceptions, process delays, and breakdowns to protect service and quality outcomes.
• Analyze KPI misses and recurring defects using root-cause methods to identify drivers and control gaps.
• Execute corrective action plans that improve productivity, quality, customer outcomes, and schedule adherence.
• Identify process simplification opportunities that reduce rework and deliver measurable cycle-time, defect, and cost improvements.
• Leverage data, reporting, and approved AI-enabled tools for forecasting, prioritization, exception management, and quality monitoring.
• Ensure adherence to firm policies, procedures, mandatory training, security standards, and audit/issue-management routines with timely risk escalation.
• Demonstrate 3+ years of people leadership experience in a production-based operations environment.
• Lead multi-shift workforce execution, including staffing, task allocation, and performance routines.
• Apply strong planning and organization skills to manage competing priorities and deadlines.
• Use metrics and reporting to manage performance and drive productivity and quality outcomes.
• Perform structured problem-solving and root-cause analysis on defects, exceptions, and KPI misses.
• Communicate clearly in writing and verbally, influencing across levels and partner teams.
• Maintain a high-ownership, controls-first mindset with disciplined escalation and audit readiness.
• Bring experience in payments or transaction processing operations, including check processing exposure.
• Drive continuous improvement initiatives delivering measurable throughput, quality, and cycle-time gains.
• Utilize automation and approved AI-enabled capabilities to improve forecasting, prioritization, or exception handling.
• Demonstrate familiarity with operational risk and control expectations (procedure adherence, issue management, audit support).
• Partner effectively with domestic/global support teams to resolve system and process issues impacting production.
• Operate comfortably in time-sensitive environments requiring rapid triage, decision-making, and escalation.
• Champion engagement and recognition routines that sustain performance and retention across shifts.

Required qualifications, capabilities and skills

• Demonstrate 3+ years of people leadership experience in a production-based operations environment.
• Lead multi-shift workforce execution, including staffing, task allocation, and performance routines.
• Apply strong planning and organization skills to manage competing priorities and deadlines.
• Use metrics and reporting to manage performance and drive productivity and quality outcomes.
• Perform structured problem-solving and root-cause analysis on defects, exceptions, and KPI misses.
• Communicate clearly in writing and verbally, influencing across levels and partner teams.
• Maintain a high-ownership, controls-first mindset with disciplined escalation and audit readiness.

Preferred qualifications, capabilities and skills

• Bring experience in payments or transaction processing operations, including check processing exposure.
• Drive continuous improvement initiatives delivering measurable throughput, quality, and cycle-time gains.
• Utilize automation and approved AI-enabled capabilities to improve forecasting, prioritization, or exception handling.
• Demonstrate familiarity with operational risk and control expectations (procedure adherence, issue management, audit support).
• Partner effectively with domestic/global support teams to resolve system and process issues impacting production.
• Operate comfortably in time-sensitive environments requiring rapid triage, decision-making, and escalation.
• Champion engagement and recognition routines that sustain performance and retention across shifts.