Fund Transfer Specialist
$70k - $80kIDBNY
Fund Transfer Specialist
For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.
Job Description
Input, verify, and release incoming and outgoing domestic and international payments of various currencies and book transfers in accordance with policies and procedures. Ensure proper procedures are followed to minimize loss to the Bank, while maintaining quality service. Perform funds approval function prior to completing payments. Monitor payment processing functions inclusive of repair, approval, messaging, NFS, fraud, risk and investigations. Ensure Compliance regulations are being met. Handle any previous day transactions that have been returned. Perform research related to wire transfer investigations as requested by customers and business units. Provide exceptional customer service within departments of the Bank. Report any system or operational problems to the First Vice President. Perform end-of-day system maintenance and balancing. Perform Disaster Recovery, testing for projects and upgrades, and additional duties as assigned. Reports directly to the Operations Manager.
Qualifications
4+ years of Funds Transfer experience with strong knowledge of Fedwire, Chips, Swift and FX payments. Ability to work under strict deadlines. Able to work effectively in a multi-task, high-volume environment. Excellent verbal and written communication skills. Adequate knowledge of MS Office: Word, Excel, Outlook and PowerPoint. eGifts experience is a plus. Spanish speaking is a plus.
Compensation
The expected annual salary for this position is between $70,000 and $80,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. The Bank Will Make Reasonable Accommodations To The Following Employees To Allow Them To Perform The Essential Functions Of Their Position, Except Where Doing So Would Result In Undue Hardship To The Bank. Those with a known mental or physical disability. Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions. Victims of domestic violence, sex offenses or stalking. Employees with religious observance and practice obligations. Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
IDBNY- IDB Bank in New York is seeking a Funds Transfer Specialist to process domestic and international payments across currencies, verify and release transfers, and ensure compliance with bank policies. The role requires 4+ years in funds transfer with knowledge of Fedwire,...Suggested
- IDB Bank in New York, NY is seeking a Funds Transfer Specialist to manage domestic and international payments, verify and release transfers, and ensure compliance with Fedwire, CHIPS, SWIFT, and FX payments. You will provide responsive customer service, handle end-of-day...Suggested
$45k - $75k
...where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Treasury Funds Transfer Analyst within PNC's Treasury Management PIER Group (Payment Investigation & Exception Resolution), you will live and work...SuggestedFull timeTemporary workPart timeWork experience placementRemote workShift work$51k - $54k
United Nations Federal Credit Union (UNFCU) in New York offers a hybrid role focused on authenticating and executing outgoing member payments. The NYC salary range is $51,000-$54,000 annually and compensation is commensurate with location. The team emphasizes service excellence...Suggested- National Seating & Mobility seeks a Funding Specialist to coordinate with division leadership ensuring timely, accurate funding for durable medical equipment. You will educate staff, review orders for completeness, and communicate with referral sources, physicians, therapists...SuggestedRemote job
- Coordinates with the Division Funding Director, Funding Manager, Funding Supervisor, Branch Manager, Rehabilitation Technology Supplier... ...orders to ensure accuracy and providing education to Funding Specialists when errors are identified. Company Description: At all levels...Temporary workWork at officeImmediate startRemote workWork from home
$50k - $55k
...environment, and who share our commitment to helping individuals on their communication journey. Job Description Purpose: The Funding Verification Specialist is responsible for assessing and determining payment options, while also evaluating business viability, so that...Remote jobTemporary workWork at officeHome officeFlexible hours- Cedar Gold Group is hiring a full-time, remote IRA Processor to manage IRA transfer and 401(k) rollover paperwork from intake through completion. You will collaborate with clients, IRA custodians, financial institutions, and internal teams to verify information and resolve...Remote jobFull time
- Lingraphica, a mission-driven organization in the United States, is seeking a Funding Verification Specialist who will be responsible for assessing payment options for speech-generating devices. This role requires a proactive and detail-oriented approach to working with...Remote job
- ...About Accelerant Funding Accelerant Funding is a specialty finance company providing Reverse Consolidation (RC) and revenue-based funding... ...every single day. About the Role We're looking for a Funding Specialist to join our team on-site in the New York City area. You'll be...Flexible hours
$150k
...Lendtek is opening a limited number of Remote SMB Financing Specialist positions nationwide for highly qualified candidates. We’... ...Management Role, and understand these transactions from application to funding, we should talk. Lead Sources • LendingTree •...Contract workRemote workWork from home- HighRise Capital is seeking an experienced Funding & Processing Specialist to manage MCA and business financing transactions from submission through funding. This is not an entry-level position; prior MCA industry experience is required. Responsibilities include processing...
- ...Senior Associate Fund/Client Accounting We're seeking a future team member for the role of Senior Associate Fund/Client Accounting... ...plans, targeting efficiencies, enhancing processes and specialist review functions. Provide input into methodologies and check the...Work experience placement
$32.15k - $45.19k
Overview The Wire Transfer Specialist plays a critical role in ensuring the accuracy, security, and compliance of wire transfer operations at United Community Bank. This position supports both internal teams and external customers by managing wire transactions, maintaining...Work at officeLocal area- Funding documentation Excellent written and verbal communication Prior Mca / Business Finance Processing Experience Required HighRise Capital is seeking an experienced Funding & Processing Specialist to manage transactions from submission through funding. This is NOT...
- ...Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Fund Placement Specialist roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer....Full timeInternship
- Tobii Dynavox is seeking an Interim Funding Consultant to coordinate intake, submission, and follow-up of product, repair, and rental orders. You will work with SLPs, government agencies, and educational institutions to ensure funding eligibility and timely processing....Remote jobInterim roleWork at office
$40k - $50k
...with experience relevant to the job Location: Wilton, NY Work Hours: Monday - Friday; 8:00-4:00 The role of the Technology Funding Specialist is to manage the various funding streams available to school districts and BOCES for the procurement of technology resources....Permanent employmentWork at officeMonday to Friday- Tobii Dynavox is seeking an Interim Funding Consultant to manage intake, submission, and follow-up of funding orders for products, repairs, or rentals. You will work with SLPs, insurers, and government agencies to obtain authorization and ensure documents meet third-party...Interim role
- ...coordinate with ISOs, brokers, and merchants. You will manage documents, contracts, and e-signatures, while supporting underwriting and funding teams. The role requires strong attention to detail, multitasking in a fast-paced environment, and proficiency with MS Office/...
- Linium Resources, located in New York, is seeking a Cash Management professional with 2-5 years of experience. The role involves funding over 57 US and foreign currency accounts and reconciling all Nostro and loan accounts. Ideal candidates will be proficient in Microsoft...
- Scion Staffing, Inc. seeks a Settlement Coordinator - Client Distributions in New York, NY to oversee accurate and timely settlement fund distributions for clients and stakeholders. You will review agreements, calculate disbursements, and maintain confidential financial...
- ...applications, and determine the best lender per criteria. You will collaborate with loan officers and underwriters to ensure timely funding and accurate record-keeping. In this role you will leverage Salesforce and MS Office to manage submissions and document control,...
- ...critical, revenue-generating placements for a select group of hedge fund, private equity, and real asset-focused clients. With their... ...experience in executive search, headhunting, recruitment, or transferable professional service experience from consulting, expert...Full time
- ...Our client, a leading global sovereign wealth fund, is looking to appoint a Senior Analyst / Associate to join its growing US Industrials team, based in New York The opportunity sits within an established international investment platform undergoing significant expansion...Full time
- ...ServicesLocation: New York, NY, United StatesSchedule: Full time, DayPosted: 2026-10-23Base Salary Min: 59000Base Salary Max: 124000Senior Specialist, Fund/Client AccountingAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a...Full timeWork at officeWorldwideFlexible hours
- ...Full time, DayPosted: 2026-05-11Base Salary Min: 52000Base Salary Max: 106000We’re seeking a future team member for the role of Specialist Fund operations to join Private Equity Team. This role is located in New York, NY ( 4 days in office expectation).In this role, you’...Full timeWork experience placementWork at officeFlexible hours
- ...monitoring outstanding cases, and supporting reconciliation and reporting activities. The successful candidate will bring experience in funds transfer, wire operations, payment investigations, or banking operations, with knowledge of global payment systems and U.S. Dollar...Work at office
- ...work and education) Job Title Associate Specialist, BPS Operations Processing Intro At FIS,... ...oversight and review of work performed by Transfer processors, working closely with our... ...ACATS and other industry tools. Mutual Fund Re-registration: Submit required re-registration...Full timeRemote work
$120k
2028 Private Capital Advisory & Fundraising: Private Funds Group Summer Analyst Program - New York Evercore's Private Funds Group ("PFG") provides comprehensive, global advisory services on capital raising for private fund sponsors. PFG's clients include investment firms...Summer workInternshipLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Fund Transfer Specialist. Be the first to apply!
- live chat specialist New York, NY
- patient safety specialist New York, NY
- credit card specialist New York, NY
- senior specialist New York, NY
- zoning specialist New York, NY
- charge entry specialist New York, NY
- health program specialist New York, NY
- youth specialist New York, NY
- microsoft specialist New York, NY
- transportation specialist New York, NY




