Transaction Specialist
Confidential Employer
Location: Tampa Bay Area, FL
Job Type: Full-Time | In-Office
About the Position
We are seeking a Transaction Specialist to join our financial operations team. This position is ideal for someone who enjoys solving problems, investigating unusual situations, and making thoughtful decisions in a fast-paced environment.
This is not a routine data entry position. Successful candidates are naturally curious, exercise good judgment, and enjoy figuring things out when situations don't fit a standard process.
Training is completed during regular daytime business hours before transitioning to a permanent afternoon/evening schedule.
This is a full-time, in-office position. Remote and hybrid work are not available.
What You'll Do
- Review and process a high volume of financial transactions accurately and efficiently.
- Research and resolve transaction exceptions.
- Investigate discrepancies and unusual activity.
- Analyze information from multiple systems to determine the appropriate course of action.
- Prioritize multiple time-sensitive tasks while meeting daily deadlines.
- Work closely with other departments to resolve issues.
- Maintain the highest level of accuracy and confidentiality.
What We're Looking For
The ideal candidate:
- Learns quickly and exercises sound judgment.
- Has exceptional attention to detail.
- Remains calm and organized while managing a high volume of work.
- Can successfully multitask across multiple computer systems.
- Enjoys solving problems and making informed decisions.
- Works independently while knowing when to ask questions.
- Communicates professionally and works well as part of a team.
Preferred Qualifications
- Experience in banking, ACH processing, payment processing, treasury services, wire operations, cash management, accounting, or other financial transaction environments is preferred.
- Experience working in high-volume, deadline-driven environments.
- Strong computer and Microsoft Office skills.
- Recent college graduates with strong analytical skills and a desire to build a career in financial services are encouraged to apply.
Compensation
$40,000–$52,000 annually, depending on qualifications and experience.
Benefits
- Employer-paid health insurance
- 401(k) with company match
- Paid vacation
- Paid holidays
- Paid sick leave
- Monday–Friday schedule
- Optional four-day workweek (4 × 10-hour schedule) available after training
Why Join Us?
You'll be joining a team that values accuracy, good judgment, and continuous learning. Every day presents new situations to evaluate, making this an excellent opportunity for someone who enjoys thinking critically and solving real-world problems.
If you're looking for a position where your judgment matters—not just your ability to follow a checklist—we'd love to hear from you.
Company Description
We are a privately held financial services company committed to accuracy, innovation, and exceptional client service. Our team supports businesses across the country by providing specialized financial solutions in a professional, collaborative environment.