Bank Operations Specialist Job at Robert Half (Austin)

Banking specialist - reconciliations

The Reconciliation team plays a critical role in Banking Operations in maintaini...

Location

India , Pune

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Banking or other professional education, business school and/or relevant experience
1-2 years’ experience in Banking Operations
Good command of VBA (Visual Basic for Applications) and Excel formulas (Pivot, Vlookup, etc.) is an asset
Have an affinity to numbers and be able to analyse large quantities of data
Be a highly motivated, proactive, committed, and adaptable individual, with a “can do” attitude
Be able to collaborate with and influence internal stakeholders to reach the business area objectives
High level of attention to details
Proficient in English, both spoken and written

Job Responsibility

Identify, investigate, allocate and monitor cash breaks, securities, and derivatives position differences
Ensure the effective and efficient management of all aspects of service delivery in collaboration with the internal stakeholders, respecting the agreed communication process and in line with the Service Level Agreements obligations
Support Global Reconciliation in the automation initiatives
Continuous focus on streamlining the processes and improve control on operational risk
Propose system enhancements and analyse defects

What we offer

Annual bonus
Flexible working
Instant recognition scheme
Access to Udemy for professional and personal learning

Fulltime

Banking Specialist - Client Onboarding & Offering - Expert Team

As a Banking Operations Business Analyst, you will play a pivotal role in ensuri...

Location

Switzerland , Bioggio

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Banking education, Bachelor's degree or equivalent with good knowledge of financial instruments and regulatory requirements
7+ years’ work experience in the banking industry
Excellent knowledge of Banking Operations services (e.g. Securities Operations, Cash Operations, Asset Servicing or Masterdata Management)
Project management skills to manage multiple tasks and prioritize workload effectively
Strong sense of responsibility and solutions oriented with high level of integrity and reliability
Excellent communication (verbal and written) and interpersonal skills with the ability to collaborate effectively with cross-functional teams and to deliver in a fast-paced environment
Good command of written and spoken English (any other language is a plus)
Strong Microsoft Office Suite skills
Adaptability and flexibility in case of occasional and time-limited support across locations aiming to cover specific tasks (e.g., post go-live stabilization)
Positive, pro-active, and can-do attitude with a high level of integrity and reliability

Job Responsibility

Prospect client support: Provide in-depth insights and guidance to prospective clients regarding Banking Operations services, processes, and over-arching market considerations. Understand client needs and tailor offers based on their specific requirements
Onboarding new clients: Collaborate with clients during the pre-project phase to define project scope, objectives, and deliverables. Creation of Banking Operations implementation plans and timelines
Project execution & post go-live: Lead the onboarding process, ensuring successful implementation with a smooth transition into the run operations. You are responsible for the deliverables which include the like of workshops on process business cuts, golden copy set up, user acceptance test coordination, go-live coordination, and post implementation governance
Consultancy: Leverage your deep understanding of Back-office services and the financial industry to provide consultancy to on-premises, software-as-a-service and banking operations-as-a-service Avaloq clients. Assist clients in resolving operational challenges and optimizing their front, middle or back office operations
Meet with assigned clients when needed and perform an initial assessment of a problematic situation requiring support
Drafting concise reports with recommendations and solutions with attention to a client’s wishes, capabilities and limitations
Strategic projects: Engage in strategic initiatives aimed at improving the efficiency, quality, or customer experience within banking operations
Managing relationships with clients and stakeholders
Ensure meaningful project structure and governance, and the management of key stakeholders

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Payment Operations Specialist

We are looking for a Payment Operations Specialist to innovate and grow with us....

Location

United States , Portsmouth

Salary:

Not provided

Bottomline

Expiration Date

Until further notice

Requirements

2+ years of prior experience in Treasury, Cash Management, Operations, or Banking
Propensity for team collaboration and positive attitude in the face of urgent, critical tasks
Excited to analyze situations, gain diverse skills, enhance work output, and engage in robust problem-solving with teammates
You enjoy multi-tasking, learning multi-disciplinary skills, and thrive on learning new
Detail-oriented, organized, and able to make decisions with a sense of urgency based on known deadlines and Client Delight
Strong communication (verbal/written) and customer service skills
Ability to perform self-guided research using a variety of internal tools, phone, and email
Identify, improve, and follow existing policies and procedures while consistently applying them in daily duties
Be ready and willing to adapt to positive change in a dynamic, growing environment
Proficiency utilizing the Microsoft Office Suite, especially Excel

Job Responsibility

Develop a deep understanding of Paymode payment processing, funding methods, Client trends, and business needs
Prioritize payment processing and Client delight within every assigned task
Collaborate with team members on innovation, process improvements, and problem solving
Utilize your sense of urgency during critical processing to ensure payments are delivered on time, every time
Analyze and assess Client payments and funding while providing succinct and clear communication internally and externally
Perform additional ancillary tasks
Processing outbound supplier payments for our B2B payment network
Processing domestic and foreign payment exceptions
Ensuring check payments are managed and adjusted
Handling international payment inquiries

Fulltime

Banking specialist - payments ch

Banking Operations is a strategic Avaloq service line providing Banking Operatio...

Location

Switzerland , Bioggio

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

At least 2-3 years of experience in Back Office Payments or similar
Capability to work autonomously in a highly challenging, fast-paced and complex environment
High flexibility and willingness to learn
Good team player
Excellent communication and organization skills
Proficiency in English and German (B2)

Job Responsibility

Execute the daily activity on payments transactions (order entry, validation and collateral activities) regarding domestic and international commercial payments in line with the standard market rules (swift/sepa/target/sic format, cut-off times, etc)
Manage the investigation activity towards correspondent banks / ordering banks / beneficiary banks, in strict cooperation with Clients
Analyse the pending cash open items assigned to Payments Team and take all the necessary steps to close the open positions with correspondent banks
Cooperate / communicate with clients and counterparties efficiently
Be involved proactively in the continuous improvement of processes and automation in order to guarantee the best service and client experience

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

German speaking Banking Specialist in Securities Transfer

We are the Securities Transfer & Trade Processing team within the Banking Operat...

Location

India , Pune

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, Finance, Economics or other related area
3+ years of experience in Securities Transfer- Banking Operations, or back-office processing in the banking or financial services domain
In-depth expertise in securities settlement
Strong communication skills, process-oriented thinking, and the ability to grasp complex situations
Proactive attitude, high integrity, and reliability
Flexibility and willingness to learn
Good understanding of operational risks
Proficient in German with strong English communication skills

Job Responsibility

Organize and monitor the settlement of transactions with and without payment (e.g., bonds, equities, ETFs, funds) as well as market trades
Manage deliveries for transactions free of payment and against payment
Reconcile cash and securities transactions
Support the further development and technical optimization of the Avaloq Core Banking platform
Solid knowledge of SWIFT messages (MT54x) and expert knowledge of Standard Settlement Instructions
Collaborate with internal stakeholders to improve service quality and client satisfaction
support and implement changes in daily operations
Ensure efficient and high-quality service delivery in line with agreed Service Level Agreements
Build positive relationships with custodian banks and clients to enhance service quality

What we offer

Annual bonus
Flexible working
Instant recognition scheme
Access to Udemy for professional and personal learning

Fulltime

Banking Specialist - Asset Servicing - Corporate Action

You will be part of a global division located in 4 different regions (Germany in...

Location

India , Pune

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

A strong team player, who is able to develop and manage strong working relationships with global internal departments and external counterparties
Effective prioritisation and time management skills
Proven ability to multi-task and operate within a team and independently with limited supervision
Excellent analytical skills with attention to detail
Proficient in Microsoft Office, with aptitude to learn new software and systems
Creative and innovative mindset, with the ability to generate and implement ideas that enhance efficiency, quality, and risk mitigation
Familiarity with financial markets and investment instruments
Ability to work under pressure, meet tight deadlines
Strong written and verbal communication skills
Fluency in written and spoken Business English is essential

Job Responsibility

Prepare timely notifications to clients about upcoming events and their impact on clients' assets accounts and act on client elections accurately by acceptance deadline
Act as a checker and validator for all the activities performed by the team members
Process, book and control all kinds of corporate actions and income collections
Responsible for performing mandatory and voluntary corporate action-related custody and accounting processing requirements, such as dividend payments, reorganisation, bond redemption, etc.
Ensure key criteria and in-scope events for all transaction activity has been identified and actioned
Investigate and resolve stock and cash breaks arising from event bookings all along adhering to established quality control measures and procedures
Close collaboration with internal stakeholders, clients and custodians to ensure that all corporate action events are properly addressed and booked
Responsible for researching and responding to inquiries from internal business groups, depositories, agents, brokers, clients, Investment Managers, sub-custodians and/or custodians
Manage and meet all deadlines by keeping up to date with the progress of events
Ensure procedures and controls are fully adhered to

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Banking specialist - head of german tax services

Within Banking Operations business area, the Banking Operations – Tax Team in Be...

Location

Germany , Düsseldorf

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Completed training as a bank clerk or degree in economics with a specialization in taxation
In-depth knowledge of national and international tax law
Proven experience in managing tax-related banking topics
Several years of professional and personnel management experience in international and remote work environments
Proficient in MS Office applications
Excellent command of German and English, both written and spoken
High level of initiative and assertiveness
Structured, detail-oriented approach combined with quick comprehension
Strong customer and service orientation
Resilient, team-oriented, and adaptable

Job Responsibility

Lead and manage the German Tax team
Coordinate statutory notifications in line with directives from the Federal Central Tax Office and related institutions
Oversee the handling of customer inquiries regarding the tax treatment of securities transactions
Drive project work for implementing legal requirements on tax and reporting topics (e.g., withholding tax, investment tax reform, church tax)
Contribute to the development of new functionalities for our banking platform to enhance process efficiency and minimize operational risks
Ensure compliance with all legal and regulatory requirements within the team
Participate in projects aimed at acquiring new clients
Review and prepare annual tax reports for clients under mandate
Maintain goal-oriented communication with clients and internal stakeholders

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Banking Specialist - Head of German Tax Services

Within Banking Operations business area, the Banking Operations – Tax Team in Be...

Location

Germany , Berlin

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Completed training as a bank clerk or degree in economics with a specialization in taxation
In-depth knowledge of national and international tax law
Proven experience in managing tax-related banking topics
Several years of professional and personnel management experience in international and remote work environments
Proficient in MS Office applications
Excellent command of German and English, both written and spoken
High level of initiative and assertiveness
Structured, detail-oriented approach combined with quick comprehension
Strong customer and service orientation
Resilient, team-oriented, and adaptable

Job Responsibility

Lead and manage the German Tax team
Coordinate statutory notifications in line with directives from the Federal Central Tax Office and related institutions
Oversee the handling of customer inquiries regarding the tax treatment of securities transactions
Drive project work for implementing legal requirements on tax and reporting topics (e.g., withholding tax, investment tax reform, church tax)
Contribute to the development of new functionalities for our banking platform to enhance process efficiency and minimize operational risks
Ensure compliance with all legal and regulatory requirements within the team
Participate in projects aimed at acquiring new clients
Review and prepare annual tax reports for clients under mandate
Maintain goal-oriented communication with clients and internal stakeholders

What we offer

Annual bonus
Flexible working
Instant recognition scheme
Access to Udemy for professional and personal learning

Fulltime

Bank Operations Specialist

Robert Half

Location:
United States , Austin

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 21, 2026

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Robert Half

Location:United States , Austin

Category:Banking

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Job Description:

Job Responsibility:

Requirements:

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