Funds Transfer Specialist

HilltopSecurities is looking to hire a Funds Transfer Specialist. The Funds Transfer Specialist will work for our Government Investment Pool Division providing support to cities, school districts, counties, and other government entity participants. Responsibilities include answering participant calls, assisting with funds transfer requests, enrollment process and any new account or account maintenance requests and other account inquiries. This role also manages account research, bank account monitoring, reconciliation, and reporting.

• Respond to incoming client calls on department 800 number
• Process manual transaction requests from government investment pool and white label fund participants.
• Process and communicate with clients regarding their requests for wire and ACH deposits and withdrawals, direct deposit, debt service payment and internal transfer transactions.
• Communicate daily manual transaction requests and changes to transfer agent.
• Continual review of the DDA accounts to ensure timely flow of daily fund transfer activity
• Perform end of day DDA account and ACH file reconciliation for all pools/funds.
• Perform a variety of reporting responsibilities related to pool activity, operational activity, participant account matters and resolution.
• Serves as the back-up to the Account Specialist.
• Assists the Client Services Manager with special projects as assigned
• Other functions as needed.

• High school diploma accepted with equivalent combination of education and relevant banking experience will be considered, associate’s degree preferred
• 3 to 5 years in banking/financial services with increasing responsibility
• Senior teller experience preferred with experience supporting high-value clients
• ACH/wire transaction experience
• Strong reconciliation, reporting, and account monitoring in high-volume environments
• Accurate and timely data entry skills are necessary and attention to detail is critical.
• Excellent interpersonal, organizational, and writing skills with the ability to prioritize multiple tasks while meeting deadlines.
• Computer skills required include intermediate Microsoft Outlook, Word, Excel, and PowerPoint.