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Senior Representative, Transaction Processing -  Inbound Treasury

Senior Representative, Transaction Processing - Inbound Treasury

locationWestlake, TX, USA
PublishedPublished: 4/23/2025
Full Time

Job Description:

The Role

Do you like problem solving and working in a fast-paced office environment? Join us at Fidelity Investments where you will be part of a business unit supporting a broad range of customer activities such as check depositing and document processing. As our Transaction Processing Representative, you will provide transaction services to each of Fidelity’s distribution channels. We support Fidelity’s growth with high quality, cost effective and innovative service solutions through talented associates and processing expertise.

The Experience & Expertise You Bring

  • High school diploma
  • Minimum one-year experience in a data entry related role
  • Check processing experience preferred
  • Excellent communication skills
  • High attention to detail
  • The ability to accurately key between 8,000-10,000 keystrokes per hour (assessed)
  • Able to effectively multi-task
  • Please be flexible and highly adaptive to change
  • You bring a positive attitude and ‘can do’ approach to challenges
  • Ability to learn and apply knowledge to make effective processing decisions
  • Managing queue work and check reconciliation processes
  • Reviewing deposit instructions and ensuring each transaction is executed appropriately
  • Making timely and accurate deposits, regarding high-risk exception functions

Please note we are hiring for a weekly shift that could range from Sunday-Friday (4-5 days/week within that timeframe). Available shifts range from 6:00AM ET – 4:30PM ET (an 8/10 hour shifts within that timeframe).

Fidelity will not provide immigration sponsorship for this position.

The Team

Inbound processing provides imaging, data entry and check deposit services for several Fidelity business units. Our knowledgeable team and comprehensive solutions focus on quality, risk mitigation and end-to-end operational efficiency strengthening Fidelity’s ability to provide superior customer experience.

Certifications:

Category:

Transaction Processing

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.