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Become A Transactional Specialist

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Working As A Transactional Specialist

  • Getting Information
  • Interacting With Computers
  • Communicating with Persons Outside Organization
  • Communicating with Supervisors, Peers, or Subordinates
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $32,802

    Average Salary

What Does A Transactional Specialist Do At Comcast

* Responds to and executes employee transactions accurately and within SLA
* Completes and submits record requests for file retrieval and forwards completed requests to requestor
* Process File digitization requests accurately and timely
* Utilizes Case management system to document details of all inquiries/transactions
* Consistent and timely communication relating to cases once opened through resolution.
* Performs administrative tasks such as mail merges, e-verify and other administrative oriented tasks.
* Maintains knowledge of organizational and departmental policies and procedures.
* Proactively escalates issues on the customer's behalf to ensure the timeliest service.
* Supports Service Center staff relative to phone traffic as needed
* Manages multiple systems simultaneously
* Conducts basic reporting
* Other duties and responsibilities as assigned
* Ensures a high degree of confidentiality as well as exceptional customer service
* Maintains regular, consistent and punctual attendance.
* Must be able to work variable schedule(s) and overtime as necessary

What Does A Transactional Specialist Do At UMB Bank

* You will have the opportunity to serve as the primary function of processing most teller transactions including but not limited to: check cashing, deposits, consigned items, savings bonds, and loan payments.
* Generate sales referrals by educating or interesting customers in different UMB products.
* Represent UMB in a manner that maintains and expands business relationships and enhances the Bank's image, contributing to its growth.
* Provide excellent customer service in all customer interactions.
* You will also be responsible for processing a few select customer maintenance transactions that require a minimum amount of time.
* This role will be proactive at introducing clients to their Client Relationship Manager when appropriate while partnering with internal partners such as, Small Business Officers, Mortgage Officers, Investment Wealth Management, and Commercial partners.
* Other duties as assigned

What Does A Transactional Specialist Do At Western and Southern Financial Group

* Scans and indexes paper documents into workflow folders for further electronic processing for both fixed and variable products.
* Prioritizes imaging functions to fulfill client and representative requests in a timely and quality manner.
* All requests are to be handled in accordance with contract provisions, departmental standards, individual affiliate Partnership Agreements governing time service and Securities & Exchange Commission (SEC) procedural guidelines.
* Applies the correct indexing schema to each document by indicating the correct company, department, account, folder and policyholder name on each form and verifies clarity of image.
* Position Responsibilities:
* Distinguishes between and correctly identifies incoming correspondence for all business units (Western & Southern Life, Columbus Life, Lafayette Life, IFS, Integrity, National Integrity) and all departments.
* Requires mastery of over 500 document types and nearly 1,000 workflow folders for identifying and distributing incoming correspondence.
* Includes mastery of related imaging software packages.
* Sorts and prioritizes incoming Integrity mail, checks and faxes into multiple departments related to both fixed and variable annuity products.
* Prepares documents for scanning.
* Scans incoming mail, checks and documents received from business units.
* Prioritizes incoming work for same-day processing in accordance with departmental and Securities & Exchange Commission (SEC) procedural guidelines.
* Indexes scanned documents (Western & Southern Life, Columbus Life, Lafayette Life, IFS, Integrity, National Integrity) to the correct policy file and distributes to designated workflow folder for additional electronic processing.
* Ensures all incoming checks are deposited accurately by company and function.
* Prepares checks for deposit by sorting, endorsing and recording deposit information into the appropriate spreadsheets.
* Ensures that images are of highest imaged quality.
* In cases where images are not clear, the processor will delete the image(s) and rescan.
* Provides excellent customer service to internal customers includes answering questions related to imaged documents, rescanning or reindexing the image per AOD, Customer Service or affiliate’s request.
* Maintains or exceeds production and quality targets.
* Assists in completing audits for Quality Review as necessary.
* Fosters teamwork by assisting team members in meeting designated timeframe for all documents received.
* Develops and presents structured job-specific training as management directs.
* Includes both on-the-job training as well as the creation and periodic updating of departmental training manuals and other training materials.
* Performs duties related to the administration of Company retention policy, including daily filing duties as well as periodic purging of documents for destruction.
* This may include sorting work batches into boxes.
* Upholds the highest level of integrity regarding compliance with all Company ethics, privacy policies and industry regulations.
* Assists with preparation of indexed batches/boxes for off-site storage.
* May require the ability to occasionally lift and move boxes, weighing up to 35 lbs, for off-site storage.
* Performs other job duties as assigned by management.
* Selection Criteria:
* Proven experience working independently while handling high volumes, multiple duties and completing assigned tasks accurately and on a timely basis in a fast-paced environment.
* Requires the ability to continuously make repetitive motions of the wrists, hands and/or fingers.
* Proven experience with meeting multiple deadlines.
* Demonstrated strong attention to detail with excellent organizational skills.
* Demonstrated experience working effectively within a team.
* Proven experience handling and effectively resolving customer problems.
* Must cite examples where independent decision-making and initiative were demonstrated.
* Proven flexibility when faced with changes; must provide examples of grasping and initiating new concepts.
* Provide examples of consistently meeting and/or exceeding productivity and quality goals.
* Possesses and displays excellent verbal and written communication skills with the ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, grammar, dictation and style.
* Work Setting:
* This position works in an office setting and remains frequently in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
* This position will frequently move around the office to access file cabinets, office machinery, etc.
* While accessing file cabinets, this position will frequently use upper extremities to push a cart carrying files and requires the ability to reach by extending hands and/or arms in any direction

What Does A Transactional Specialist Do At MUFG Union Bank

* Support the TBA line of business and Head of Innovation TBA in identifying and reviewing potential FinTech solutions
* Leverage business knowledge and understanding of emerging Fintech solutions/technologies to solve customer pain points and/or enable the Bank to gain a significant competitive advantage
* Define and execute POC’s (Proof of Concept), pilots and rollouts, incorporating emerging FinTech solutions as required, including writing business requirements, soliciting stakeholder input and approval, and shepherding the execution through the Bank’s EPLC (Enterprise Project Life Cycle) approval process
* Define technology-enabled opportunities by soliciting ideas and pain points; and identifying creative solutions
* Manage vendor evaluations and selection and complete vendor onboarding steps, as needed, to engage selected vendors
* Display creative and out-of-the-box thinking which maximizes resources for the Bank and its stakeholders.
* Maintain relationships with ISA (Integrated Services for the Americas) partners to support project success
* Actively ensure compliance with the Bank's Business Standards of Conduct, Policies and Procedures
* Support the FinTech transformation by exploring the use of innovative and cost-effective solutions that can be scaled up to accommodate growing demands, enabling Transaction Banking to build and adapt its processes more effectively and efficiently
* Partner with FinTech companies on projects selected by the Head of Innovation for TBA Exercise decision-making and independent judgment while being aligned with customers and Transaction Banking goals
* Display a high-performance approach to evaluate and pilot change.
* Bachelor’s Degree or equivalent plus 5 years comparable level and relevant experience.
* MBA preferred to create effective business cases and understand the financial implication of solutions.
* Thorough knowledge of Treasury Management product lines, operations, and services; good knowledge of banking
* A deep understanding of the business applicability of emerging and new FinTech solutions and technologies.
* Business experience in applying FinTech solutions and technologies to solve customer pain points and/or enable the Bank to gain a significant competitive advantage
* Experience defining and writing business requirements and leading technology projects
* Project management and professional interpersonal skills are essential
* Must have organizational context and a rich network across the company and the industry.
* A proven track record of implementing successful solutions.
* A proven team player with the skill to implement change.
* Mindset to successfully address the barriers to innovation posed by regulations and internal challenges
* Capable of managing multiple complex problems and business line initiatives

What Does A Transactional Specialist Do At Midwest Bankcentre

* RESPONSIBILITIES, TIME SPENT & IMPORTANCE (WEIGHT) % Time Weight Return Mail Responding to garnishments, subpoenas and levies Monitoring fraud and providing assistance in suspected fraud with customers
* Account verification requests 5 5

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How To Become A Transactional Specialist

Customer service representatives typically need a high school diploma and receive on-the-job training to learn the specific skills needed for the job. They should be good at communicating and interacting with people and have some experience using computers.


Customer service representatives typically need a high school diploma.


Customer service representatives usually receive short-term on-the-job training, lasting 2 to 3 weeks. Those who work in finance and insurance may need several months of training to learn more complicated financial regulations.

General customer-service training may focus on procedures for answering questions, information about a company’s products and services, and computer and telephone use. Trainees often work under the guidance of an experienced worker for the first few weeks of employment.

In certain industries, such as finance and insurance, customer service representatives must remain current with changing regulations.

Licenses, Certifications, and Registrations

Customer service representatives who provide information about finance and insurance may need a state license. Although licensing requirements vary by state, they usually include passing a written exam. Some employers and organizations may provide training for these exams.

Important Qualities

Communication skills. Customer service representatives must be able to provide information in writing, by phone, or in person so that customers can understand them.

Customer-service skills. Representatives help companies retain customers by answering their questions and complaints in a helpful and professional manner.

Interpersonal skills. Representatives should be able to create positive interactions with customers.

Listening skills. Representatives must listen carefully and understand a customer’s situation in order to assist them.

Patience. Representatives should be patient and polite, especially when interacting with dissatisfied customers.

Problem-solving skills. Representatives must determine solutions to a customer’s problem. By resolving issues effectively, representatives contribute to customer loyalty and retention.

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Transactional Specialist jobs

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Transactional Specialist Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Portuguese

  • Vietnamese

  • French

  • German

  • Bosnian

  • Albanian

  • Norwegian

  • Hindi

  • Tagalog

  • Dakota

  • Urdu

  • Arabic

  • Italian

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Transactional Specialist

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Transactional Specialist Education

Transactional Specialist

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Top Skills for A Transactional Specialist


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Top Transactional Specialist Skills

  1. Financial Transactions
  2. Data Entry
  3. Credit Card Payments
You can check out examples of real life uses of top skills on resumes here:
  • Processed financial transactions including exchanges, loans, withdrawals and distributions for 401k plan participants.
  • Completed new hire/rehire processing including data entry of personal data, payroll data and benefit processing.
  • Submit check payments and credit card payments via telephone.
  • Ordered ATM cards and checks, and added individuals to accounts.
  • Processed participant and plan contributions, wages, demographic information, loan payments, and rollovers.

Top Transactional Specialist Employers

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