Analyst, Banking Operations (Domestic)

The shape of it

In the posting’s own words

Operations is the backbone of Brex’s mission to power businesses through our Intelligent Finance Platform. We own credit, fraud, money movement, and payments, protecting our customers and our company. From product operations that ensure flawless launches to scalable systems that drive innovation and precision, we operate at the intersection of product, design, engineering, and customer success. If you want to work at the heart of the business, Operations is where you belong.

What it asks for · 6

• 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: follows SOPs, maintains audit-ready documentation, and escalates anomalies with clear context.
• Clear communicator and high-velocity collaborator under time pressure: responsive, decisive, and highly effective at partnering cross-functionally with CX, Engineering, Accounting, Compliance, and banking partners to drive swift resolutions.
• Proactive self-starter with strong communication skills and a commitment to continuous feedback and improvement.
• AI-native operator mindset, using LLMs/copilots to draft SOPs, triage exceptions, and generate first-pass analyses with strong output validation.

Also a plus

• 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 Reg CC and UCC 4A basics).
• Data fluency: intermediate Excel/Google Sheets (lookups, pivots) and comfort analyzing operational dashboards (e.g., Hex) to monitor volumes, returns, and exceptions.
• Comfort with SQL/Python for operational analytics, building checks and alerts, or automating workflows (e.g., Retool, Zapier).
• Experience with Salesforce case management and queue routing.
• Exposure to audits or control testing
• Experience with fraud, OFAC, or compliance-adjacent investigations.

What the job covers

• 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, interpreting return codes and running the right procedure for each.
• Watch for trends before they become incidents and escalate with clear context and urgency.
• Work exceptions with external banking partners, bringing the right identifiers and evidence to speed resolution.
• Keep the queue healthy by maintaining Salesforce routing and hygiene, balancing case quality and attention to detail.
• Write and maintain documentation (SOPs, training materials) and help onboard and cross-train new analysts.
• Leverage data and AI (Hex, SQL/Snowflake, Retool, LLMs) to investigate cases faster, build monitoring and dashboards, and automate repeat work.
• Identify process gaps, determine whether each is a manual error, data break, or process gap, and bring clear requirements to Engineering and Product.
• Collaborate cross-functionally with CX, CSMs, AEs, Accounting, Compliance, Engineering, Product, Design, and external banking partners to resolve exceptions and prepare for new flows.
• Participate in the coverage rotation on some holidays for urgent cases.

Tools and skills named

Words the posting leans on

• operations9×
• payments7×
• banking6×
• returns6×
• cases5×
• clear5×
• exceptions5×
• ach4×
• checks4×
• customers4×
• domestic4×
• engineering4×
• experience4×
• fintech4×
• product4×
• wires4×

Counted from the posting after the mission statement and the legal notices are set aside. The ones near the top are the ones a screener is looking for.

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