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Brex

Builds corporate cards and spending software

Analyst – Banking Operations - Domestic

TreasuryConfirmed live in the last 24 hours
Full-timeSalt Lake City, UT, USA

About the Job

Requirements

  • At least 1 year of experience in banking, fintech, payments, or operations (CX/Support, Operations, or Treasury) at a fintech, broker-dealer, or bank; relevant internships count.
  • Exposure to payments, returns, reconciliations, or settlements.
  • Strong control discipline, including following standard operating procedures, maintaining audit-ready documentation, and escalating anomalies with clear context.
  • Ability to communicate clearly and collaborate effectively under time pressure with CX, Engineering, Accounting, Compliance, and banking partners to drive swift resolutions.
  • Proactive approach and commitment to continuous feedback and improvement.
  • Ability to use large language models or copilots to draft standard operating procedures, triage exceptions, and generate first-pass analyses, with strong output validation.

Responsibilities

  • Work the domestic payments queue across ACH, checks, domestic wires, and stablecoin, resolving cases in Salesforce with clear, customer-safe explanations.
  • Monitor ACH and wire returns, interpret return codes, and run the appropriate procedure for each.
  • Watch for trends before they become incidents and escalate them with clear context and urgency.
  • Work exceptions with external banking partners, providing the appropriate identifiers and evidence to speed resolution.
  • Maintain Salesforce routing and queue hygiene while balancing case quality and attention to detail.
  • Write and maintain documentation, including standard operating procedures and training materials, and help onboard and cross-train new analysts.
  • Use data and AI tools, including Hex, SQL/Snowflake, Retool, and large language models, to investigate cases, build monitoring and dashboards, and automate repeat work.
  • Identify process gaps, determine whether they result from manual error, data breaks, or process gaps, and provide clear requirements to Engineering and Product.
  • Collaborate with CX, CSMs, AEs, Accounting, Compliance, Engineering, Product, Design, and external banking partners to resolve exceptions and prepare for new flows.
  • Participate in the holiday coverage rotation for urgent cases.

Desired Qualifications

  • At least 2 years of experience in banking, fintech, payments, or operations (CX/Support, Operations, or Treasury) at a fintech, broker-dealer, or bank; relevant internships count.
  • Bachelor’s degree in Finance, Economics, or Information Systems.
  • Working knowledge of ACH and NACHA rules, return codes, and the lifecycle of wires and checks, including Regulation CC and UCC 4A basics.
  • Intermediate proficiency with Excel or Google Sheets, including lookups and pivot tables, and ability to analyze operational dashboards such as Hex to monitor volumes, returns, and exceptions.
  • Comfort using SQL or Python for operational analytics, building checks and alerts, or automating workflows with tools such as Retool or Zapier.
  • Experience with Salesforce case management and queue routing.
  • Exposure to audits or control testing.
  • Experience with fraud, OFAC, or compliance-adjacent investigations.

About the Company

Brex

Builds corporate cards and spending software

Brex builds corporate cards and finance software for startups, growing businesses, and enterprises that need to control spending in one place. Its platform brings card purchases, business accounts, and employee expenses into a shared dashboard for finance teams. Managers set budgets and approval rules before purchases, while automation collects receipts, matches transactions, and sends expense data to accounting systems. The company also handles bill payments and travel bookings, and earns money from a share of card transaction fees and subscriptions to its paid software plans. Brex was founded in 2017 and is headquartered in San Francisco, California.

Company size
1,001-5,000
Company stage
Acquired
Total funding
$1.7B
Headquarters
San Francisco, CA
Founded
2017

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