Responsibilities
- Assist with daily processing of payments, ensuring accuracy and timelines of payments processing
- Reconcile payment transactions and ensure proper ledger entries for Bluevine Business Checking and Line of Credit products
- Monitor and resolve payment discrepancies, failures, and exceptions identified by reconciliation
- Research and resolve client inquiries related to inbound and outbound payments on behalf of the Account Management team in a timely manner
- Ensure compliance with internal policies, industry regulations, and payments regulators (i.e. NACHA)
- Identify areas for process optimization and automation to improve efficiency and reduce operational costs
- Support with developing, updating, and documenting standard operating procedures for payment processes
- Limit exposure by ensuring zero defects in our client agreements and supporting documentation
- Act as a point of contact for payment-related queries from internal teams, customers, and partner banks
- Work closely with Customer Success, Finance, and Product teams to resolve payments issues and needs
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
- 1+ years of experience in payment operations, financial services, or a related role
- Strong analytical skills with experience in data analysis and reporting
- Proven experience working collaboratively with cross-functional teams, including finance, IT, and customer success teams
- Excellent communication skills, both written and verbal, with the ability to interact effectively with various stakeholders
Work Arrangement
Hybrid
Team
Team size: 500+
