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Reconciliation Specialist - Reconciliation Services - Indianapolis, IN

Job Description

This Specialized Job Family consists of advanced level specialists supporting business operations, processes, and provides support to customer facing teams.  A Reconciliation Specialist will perform moderately complex reconciliations on assigned accounts which require a basic understanding of accounting concepts.

This particular specialist will serve as a Reconciliation Services Receipt & Distribution Clerk responsible for strict chain of custody on internal mail and sensitive internal documents maintained in a secure facility.  

Roles & Responsibilities:

·         Retrieving and tracking daily mail received from Mail Room under dual control.  Mail could consist of US Postal, Inter-office mail, FedEx packages and National Transportation bags

·         Timely delivery of mail ensuring reconcilers have tools needed to perform daily activities and meet established SLAs

·         Management of secured room; maintaining strict chain of custody of Truncated Work and all contents within the room

·         Maintain secure room in audit-ready status at all times

·         Order all Pre-Bundle Truncated Work PRT’s

·         Retrieve Truncated Work from secured room upon request from Reconcilers/Business Partners

·         Work with Business Partners to pick up and confirm US Savings Bonds for storage in secured room

·         Utilize TrackPoint Application at each handoff to ensure strict chain of custody

·         Must be able to lift up to 50 pounds

·         Perform daily reporting for management review of pending work and truncated work destruction

·         Approach escalated problems logically and with good judgment to ensure proper outcome

  • Timely communication with departmental management, business partners and external vendors to facilitate resolution of issues
  • Participate as needed in projects for system upgrades
  • Required to abide by all applicable regulatory and department practices and procedures

Receipt & Distribution Specialists:

  • Have excellent attention to detail and concern for all aspects of the job
  • Are focused on the customer
  • Adapt to changing needs and deadlines and remain calm when under pressure
  • Are able to evaluate and analyze data from multiple sources in a fast-paced environment
  • Prioritize tasks appropriately without jeopardizing world-class service



·         Proficient with Microsoft Office (particularly Excel & Access)

·         Analytical Skills

·         Strong Problem Solving

·         Oral & Written Communication

·         Time Management

·         Organizational Skills

·         Accuracy and Attention to Detail

·         Customer Service/Client Relationship Skills

·         High level of proficiency

·         Team Player

·         Ability to handle multiple tasks and deadlines


Knowledge required is advanced:

·         LOB knowledge

·         Business Applications Knowledge

·         Business processes and procedures

Req #: 180045712
Location: Indianapolis, IN US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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