Bank Of New York Mellon Jobs in Herkimer, NY

AML/KYC/Prevention - IC2Prepares client profiles for new clients and existing clients. Conducts periodic reviews of client profiles. Ensures due diligence when onboarding new clients. Researches and gathers information to prepare a basic report for a new client. Leverages online tools, independent research or collaborates directly with the relationship manager. Amends existing client profiles when needed. Assists with administrative tasks when applicable. Conducts QSS real time scans to check information in the client profile and verify ownership against the ChoicePoint database...

Client Processing - Applies expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner. Performs a variety of operational tasks in a product or functional area, including processing updates to client accounts or company records and interpreting and handling exceptions. Investigates and corrects errors in client accounts...

Business Technology Liaison - IC1Participates in the development of functional or operational requirements. Tests and trains users on applications with guidance from more experienced colleagues. Interfaces with all areas of IT on behalf of the business to resolve IT matters and improve business processes.Uses defined or documented processes to collect and define requirements from businesses or functional areas.Works with users and peers on planning, implementing, and supporting new or existing applications. Uses knowledge of business needs to provide design support to software and...

Business Technology Liaison - Provides support for improving technology use in business areas for projects and technology that are of higher complexity. Reviews work of more junior colleagues and provides technical assistance on complex matters. Coordinates business technology activities with internal partners. Uses documented processes and guidelines to test applications and/or systems of higher complexity. Conducts test preparation and test execution activities and reviews work of more junior colleagues. Tracks data and general technology requirements from businesses or functional areas...

Billing - S3Produces client invoices based on established fee schedules, interprets fee schedules and sets up accounts.Produces more complicated client invoices. Analyzes and interprets fee schedule data, identifying key issues and patterns from partial/conflicting data. Sets up accounts, linking client accounts to appropriate fee schedules, and configures them in the system.Provides solutions to problems in atypical or infrequently occurring situations based on practice and existing precedents or procedures. No direct reports. Provides guidance to less experienced Billing Administrators, as...

Job Title: Data Quality Specialist Who we are: BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, manage, service, distribute or restructure investments. BNY Mellon...

Regulatory Oversight Management - M2Manages a large team or multiple teams responsible for supporting a business with first line of defense regulatory oversight management efforts as they relate to standard regulatory and policy requirements and program and project development. Manages the performance of assigned staff. Coaches team members and provides guidance on project management. Sets departmental priorities and allocates resources to align with business objectives and annual plan.Directs the analysis and identification of existing and proposed legislation, regulatory announcements, and...

Client Service - Works with external clients to resolve day-to-day issues and direct them to appropriate resources at BNY Mellon.Supports clients in addressing operational and technical questions or issues and ensuring requests are executed. Applies problem solving skills based on precedence and experience. Uses communication skills to deliver high quality service to a specialized client base.Provides clients information related to BNY Mellon products and services representing a limited number of lines of business and geographies and directs them to the appropriate resources, as needed...

Team & Role: The overall function of this position is to provide top notch support for one of our most sophisticated and successful clients. As a Client Service Excellence Specialist, you will work with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at BNY Mellon. This is done though continuous review of non-conventional trading activities, while constructively working with internal and external clients to resolve and streamline processes. Applies advanced problem-solving skills, judgement, and experience to analyze information. Uses...

Client Service Description: Works with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon. Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed. Applies intermediate problem solving skills, experience and judgement to analyze information. Uses communication skills to deliver high quality service to a specialized client base. Provides clients information related to BNY Mellon products and services representing multiple lines of business and geographies and...

Investor Services Operations - S4Completes transfer agency operations support activities for clients of medium to high complexity. Serves as team lead in support of day-to-day operations, providing work direction and technical assistance on complex matters.Processes distribution payments and facilitates successful completion of NAV and Rate updates on the record keeping systems. Creates fund historical data audits for validation of fund financial reporting. Monitors and reports gain and loss activity. Reviews work of more junior colleagues and answers any questions of higher complexity and...

Who we are: BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold,...

Client Processing - S3Provides quality client service and support to internal clients and occasionally external clients on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner.Under direct supervision, performs routine operational tasks in a product or functional area, processing updates to client accounts or company records and ensuring that data is feeding into the right system. Enters data, keying information from checks, interpreting payee information and transcribing into on-line system. Begins monitoring exceptions. May...

Under direct supervision, contributes to the compliance efforts of the assigned business unit. Helps with assessment activities to ensure the business units are in compliance with standard regulatory and policy requirements,, reviews work for accuracy with more experienced professionals. May assist with drafting of documentation when control changes are made. Under direct supervision, analyzes existing legislation, regulatory announcements and industry practices in order to report on the assigned business' current state of compliance. As needed, assists with projects and program tasks...

Loan Operations Wire Processing Admin. Day Shift Work Hours: M-F, 8am to 7pm multiple shifts - extra time as needed. The main responsibility of a processing admin is to perform data entry of loan and loan related instructions into the various systems used by the Loan Ops department.An ideal processing admin should be capable of accurate and timely entry of loan and loan related instructions, with good organizational and time management skills.A processing admin will be expected to manage risk by identifying and preventing errors on financial and data entry processing so not to put the Bank...

Client Processing - Provides complex analytics and reporting services, working to improve and automate Client Processing systems. Manages moderate to complex external client issues. Directly advises other organizational units/teams to ensure timely delivery of service, or resolution of issue. Meets with organizational units/teams to ensure problems and issues are being addressed appropriately and that they are resolved in a timely manner. Participates in product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high...

Independently compiles, synthesizes, and reports on the Bank's or market data sources; provides support with access, maintenance and security activities. Manages complex databases, feeds, etc. and assist with more complex data sources. Conducts calculations for more senior colleagues and helps develop reports. May oversee the workflow of a Data Management and Quantitative Analysis support team and provides guidance to more junior staff. With general guidance, supports assigned area with basic statistical and quantitative analyses. May perform or oversee data management activities in support...

Supervisor, Loan Admin Operations Full/Part Time: Full Time Location: Oriskany, NY Customary Work Schedule/Standard Hours: Monday - Friday, 9:30am - 6:30pm Responsibilities Supervises the day-to-day operations of a small- to medium-sized client loan processing support team that handles client and agent banks loan activity, payments, inquiries and problem resolution. Supervises the daily transactional workflow, including funding and payment processing, within the team and aligns team resources accordingly to complete the daily tasks. Serves as second line manager for assignment of tasks and...

Manager, Loan Operations Responsibilities Manages the day-to-day operations of a small- to medium-sized client processing support team that handles client loan activity, inquiries and problem resolution. Manages the daily transactional workflow, including wire processing, within the team and aligns team resources accordingly to complete the daily tasks. Serves as first line manager for assignment of tasks and resolution of issues. Directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their...

About BNY Mellon BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As ofDec. 31, 2021, BNY Mellon had$46.7 trillionin assets under custody and/or administration, and$2.4 trillionin assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold,...

AML/KYC/Prevention - IC2Prepares client profiles for new clients and existing clients. Conducts periodic reviews of client profiles. Ensures due diligence when onboarding new clients. Researches and gathers information to prepare a basic report for a new client. Leverages online tools, independent research or collaborates directly with the relationship manager. Amends existing client profiles when needed. Assists with administrative tasks when applicable. Conducts QSS real time scans to check information in the client profile and verify ownership against the ChoicePoint database...

Client Service Works with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon. Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed. Applies intermediate problem solving skills, experience and judgement to analyze information. Uses communication skills to deliver high quality service to a specialized client base. Provides clients information related to BNY Mellon products and services representing multiple lines of business and geographies and directs them to...

Client Processing - Applies expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner. Performs a variety of operational tasks in a product or functional area, including processing updates to client accounts or company records and interpreting and handling exceptions. Investigates and corrects errors in client accounts...

Client Processing - S3Provides quality client service and support to internal clients and occasionally external clients on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner.Under direct supervision, performs routine operational tasks in a product or functional area, processing updates to client accounts or company records and ensuring that data is feeding into the right system. Enters data, keying information from checks, interpreting payee information and transcribing into on-line system. Begins monitoring exceptions. May...

Loan Operations Wire Processing Admin. Day Shift Work Hours: M-F, 8am to 7pm multiple shifts - extra time as needed. The main responsibility of a processing admin is to perform data entry of loan and loan related instructions into the various systems used by the Loan Ops department.An ideal processing admin should be capable of accurate and timely entry of loan and loan related instructions, with good organizational and time management skills.A processing admin will be expected to manage risk by identifying and preventing errors on financial and data entry processing so not to put the Bank...

Job Title: Specialist, Funds Transfer Product Management Who we are: BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, manage, service, distribute or restructure...

Cash Management - S5Serves as a team supervisor/work leader for the day-to-day operations for a small team of Cash Management support staff. Guides the team and ensures processing deadlines are met. Performs day-to-day work when necessary. Allocates customers work to small team of staff and monitors workflow to maximize productivity and quality to meet deadlines and daily goals. Reviews and approves work conducted by lower level staff. Performs day to day work when needed. Leverages a strong understanding of the Cash Management processes and equipment. Monitors equipment to ensure...

Client Service - Works with external clients to resolve day-to-day issues and direct them to appropriate resources at BNY Mellon. Supports clients in addressing operational and technical questions or issues and ensuring requests are executed. Applies problem solving skills based on precedence and experience. Uses communication skills to deliver high quality service to a specialized client base. Provides clients information related to BNY Mellon products and services representing a limited number of lines of business and geographies and directs them to the appropriate resources, as needed...

Cash Processing and Funds Transfer - S4Serves as a team supervisor/work leader for the day-to-day operations for a small team of Cash Processing support staff. Guides the team and ensures processing deadlines are met. Performs day-to-day work when necessary. Allocates customers work to small team of staff and monitors workflow to maximize productivity and quality to meet deadlines and daily goals. Reviews and approves work conducted by lower level staff. Performs day to day work when needed. Researches and resolves escalated complex client inquiries received by phone and email. Leverages a...