Client Processing Representative I - Trust Administrator

As a Client Processing Representative I - Trust Administrator at BNY, your primary responsibilities will involve daily reporting, transaction processing, account maintenance, and data analysis. You’ll be responsible for tasks like processing transfers, wires, check deposits, and payments, as well as performing reconciliations and acting as the primary contact for clients, ensuring their needs are met promptly.

To be considered for the Client Processing Representative I - Trust Administrator position at BNY, you’ll need a high school diploma or an equivalent combination of education and experience, with a preference for a bachelor's degree. Ideally, candidates should have about 5-7 years of work experience, excellent communication skills, and proficiency in Microsoft Office applications, particularly Excel.

At BNY, we prioritize employee growth and development. As a Client Processing Representative I - Trust Administrator, you'll have opportunities to learn and advance within a dynamic department that evolves every year. We promote a culture of continuous improvement and provide training programs to help you enhance your skills and grow your career.

At BNY, the work environment is collaborative and inclusive, reflecting our commitment to innovation and excellence. As a Client Processing Representative I - Trust Administrator, you'll work in a hybrid schedule, allowing for both in-office interaction and remote flexibility, fostering a balance that encourages productivity and teamwork.

BNY offers a comprehensive benefits package to Client Processing Representatives that includes competitive compensation, well-being programs, generous paid leave, and opportunities for volunteer time. We invest in our team members’ health and financial goals, contributing to a supportive workplace culture recognized for its excellence.

During the interview, focus on outlining any past roles where you handled transaction processing, detailing the types of transactions you managed and the tools or software you used. Highlight your attention to detail and ability to maintain accurate accounts, as these skills are critical for the Client Processing Representative I position at BNY.

In responding to this question, discuss your strategies for prioritization, such as using task lists, time management techniques, or software tools to organize your workload. Highlight your understanding of the urgency of client requests and how you balance multiple responsibilities effectively.

Discuss your knowledge of compliance procedures and regulations related to processing client accounts. You might mention specific training you've received or experiences where you've implemented compliance checks, showcasing your attention to detail and understanding of the importance of regulatory adherence in the role.

When answering this question, explain how you assess the urgency and impact of competing client requests. Provide an example of a time you successfully managed conflicting priorities, demonstrating your problem-solving skills and ability to communicate effectively with clients to resolve issues.

This is your chance to showcase your analytical skills. Provide a specific example that describes the problem, the steps you took to investigate and resolve it, and the outcome. Emphasize your proactive approach and how you ensured client satisfaction in the end.

Discuss your level of proficiency with Microsoft Office, particularly Excel. Highlight any specific functions or formulas you're familiar with, and provide examples of how you've used these tools in past roles, such as creating reports or managing data analysis.

When responding, share a story that illustrates your teamwork skills. Describe the goal, your specific role within the team, and the outcome of your collaboration. This showcases your ability to work effectively with others, an essential aspect of the Client Processing Representative role.

In your response, outline specific time management techniques you utilize, such as the Pomodoro technique, setting deadlines for yourself, or using digital planning tools. Providing an example of how these strategies have helped you succeed in a previous role can make your answer impactful.

This is your opportunity to express your enthusiasm for the role and the company. Discuss what excites you about BNY’s culture, their commitment to innovation, and how the responsibilities of the position align with your career aspirations. A genuine connection to the company’s values can set you apart.

Talk about the resources you use to stay informed, like industry publications, webinars, or networking with professionals. Show that you’re proactive about learning and adapting to changes, as this is vital for a Client Processing Representative I's success in handling evolving client needs.