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. We are looking for someone who thrives in a high-volume, deadline-driven environment where accuracy, sound judgment, and attention to detail are essential. Every day presents new situations, and no two days are exactly alike.

Training is completed during regular daytime business hours before transitioning to a permanent Monday–Friday 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, confidentiality, and customer service.

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.
• Takes initiative and genuinely cares about resolving customer issues.
• Communicates professionally and works well as part of a team.

Preferred Qualifications

Experience in financial services or other high-volume transaction processing environments is strongly preferred. Candidates with experience in bank back-office operations, payment processing, treasury services, wire operations, cash management, accounting, or ACH processing are encouraged to apply.

You should be comfortable learning and working within multiple industry-specific computer systems and software applications.

Recent college graduates with strong analytical skills and a desire to build a career in financial services are also 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?

We are a small company that believes in empowering our employees to think independently, take ownership of their work, and make meaningful contributions. Success here comes from curiosity, initiative, and good judgment—not simply following a checklist.

This is a fast-paced, deadline-driven environment where your responsibilities will vary from day to day, keeping the work challenging and engaging. If you're looking for a position where you'll continue learning, solve real-world problems, and build a long-term career, we'd love to hear from you.

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.