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Banking & Transfer Specialist

Tastylive
Location
Chicago, IL
Posted
18 days ago
Department
tt - Banking Services
Salary
$60,000-$80,000
What they actually want (must-haves)
  • FINRA Series 7 (or SIE and Series 7 Top-Off) and Series 63 Certified
  • 1-3 years of experience in banking operations, brokerage operations, or a similar licensed role
  • Strong understanding of ACAT transfer processes, wire processing, check handling, and ACH disbursements
  • Solid knowledge of IRA distribution rules and rollovers
  • Demonstrated ability to make sound decisions on complex transaction processing matters
  • Experience mentoring or training team members
What the job really is

As a Banking and Transfer Specialist at tastytrade, you will process various financial transactions including account transfers, wires, checks, and ACH disbursements. You will act as a liaison between clients and clearing firms, resolve transaction issues, and provide support to both customers and team members. This role also involves mentoring junior staff and contributing to process improvements within the banking operations team.

Benefits
  • Performance Bonuses
  • Stock Purchase Options
  • Medical/Vision/Dental Benefits
  • 401k Plan
  • 20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)
  • 10 Paid Sick Days
Things to weigh
  • Hybrid work model requires a minimum of 3 days per week in the office
  • Salary range is $60,000-$80,000, which may vary based on experience
  • Role involves a significant amount of transaction processing, which may not appeal to all candidates
Job score4.6/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity5/5
Pay transparency5/5

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