Funds Transfer Specialist

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.

Responsibilities

• Process account paperwork for new and existing participants for local government investment pool.
• Collaborate with clients to set up new accounts, update changes to bank wiring and ACH information, update authorized account representatives as well as address and miscellaneous change.
• Detailed data entry of account information to department's database and mainframe systems
• Assisting participants with research requests and providing account reports.
• Works closely with online system security personnel to add, delete or modify user access and assists in periodic user reviews.
• 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 payments, and internal transfer transactions.
• Perform a variety of reporting responsibilities related to pools, operations, and participant matters, identifying and resolving issues where required.
• Assist Client Services manager with special projects as assigned.
• Manage review and reconciliation of DDA account activities to ensure accurate fund transfer activity as well as reconciliation for all pools/funds
• May preparation of monthly program newsletters and other department reports using Adobe InDesign and Harvard Graphics.
• Perform prescreening of participant and prospective participant investment policies and prepare certification letters for Department Manager as well as completion of client audit confirmations.
• Maintain participant and department files, prepare enrollment packets and new participant binders, complete conference and advertising applications, distribute department mail, scan client documentation, prepare quarterly reports, and assist the Department Manager with projects as assigned.
• Website review and updates and liaison to the program co-administrators to facilitate data requests for the pool audits.
• Other duties as assigned

Qualifications

• 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.

About Us

At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.

About the Team

With 75 years in the financial industry, HilltopSecurities' Public Finance department stands among the best firms nationwide, ranking second in municipal advisories in the country. Our team of over 200 professionals develop over 1,100 financings each year on average. As part of HilltopSecurities' Public Finance department, you have the opportunity to support public entities' financing efforts across a variety of sectors such as toll roads, airports, hotels, higher education, health care, and more, in addition to public-private partnerships. You are given the responsibility to analyze and structure deals for clients across all sectors. Our use of industry-specific software packages allows us to conduct extensive financial analysis and present proposals and detailed presentations to our clients. We work to better the lives of those around us, and we start with those who trust us with moving our communities forward. We are dedicated to serving the public and are proud to work with clients across the country.

Job Info

• Job Identification 31989
• Job Category Sales Management & Support
• Job Schedule Full-Time
• Locations 717 N Harwood St, Dallas, TX, 75201, US (On-site)
• Work Hours 8 am - 5 pm
• Experience Level Mid Level
• Business Unit Hilltop Securities