or apply directly on tastylive's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 14 days tastylive's roles stay open a median of 24 days
- Reposted
- No
- Salary listed
- Yes 94% of tastylive's roles list one
- Ghost-job risk at tastylive
- moderate 3 stale, 1 reposted of 18 open
- Hiring momentum
- 30 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from tastylive's own greenhouse board since 2026-08-03. Full hiring picture for tastylive.
About this role
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
- 5/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 5/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of tastylive as an employer.
What you need
- 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 you get
- 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
Worth weighing
- 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
Summarised from tastylive's posting. Read the full original.
Listed by tastylive on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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