Funds Transfer Operations Specialist II at TIAA — Charlotte, NC

Key Responsibilities and Duties

• Handle miscellaneous and manual check processing, corporate checks, and secured check room operations.
• Assist with incoming and outgoing wire processing (i.e., outgoing OMNI wire preparation) and EOD wire reconciliations.
• Responsible for resolving rejected or incomplete ACH transactions.
• Follow established procedures for EOD closing and reconciliation processes of customer account transactions.
• Actively participate in cross-training programs to develop additional competencies

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level 6IC

Required Skills:

• Experience in financial services operations industry.
• Accounting and general ledger experience.
• Banking experience.
• Ability to analyze an attention to detail.
• General ledger and reconciliation experience.
• Understand data and file processing.

Related Skills

Adaptability, Communication, Continuous Improvement Mindset, Customer Engagement, Data Analysis, Data-Based Decision Making, Detail-Oriented, Financial Risk Management, Relationship Management, Technology Systems, TIAA Products/Services Acumen, Transaction Processing

Anticipated Posting End Date:

2026-08-07

Base Pay Range: $26.06/hr - $31.54/hr

Company Overview

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Benefits and Total Rewards

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