Funds Transfer Specialist

About the role

HilltopSecurities is looking to hire a Funds Transfer Specialist to provide support to cities, school districts, counties, and other government entity participants.

Responsibilities

• Answering participant calls on department 800 number
• Processing manual transaction requests from government investment pool and white label fund participants
• Communicating with clients regarding their requests for wire and ACH deposits and withdrawals, direct deposit, debt service payments, and internal transfer transactions
• Daily management of manual transaction requests and changes to transfer agent
• Continual review of DDA accounts to ensure timely flow of daily fund transfer activity
• Performing end-of-day DDA account and ACH file reconciliation for all pools/funds
• Carrying out various reporting responsibilities related to pool activity, operational activity, participant account matters, and resolution
• Serving as the backup to the Account Specialist and assisting the Client Services Manager with special projects as assigned
• Performing other functions as needed

Qualifications

• A high school diploma with equivalent banking experience, or an associate’s degree preferred
• 3 to 5 years in banking/financial services with increasing responsibility
• Senior teller experience preferred, especially with experience supporting high-value clients
• ACH/wire transaction experience
• Strong reconciliation, reporting, and account monitoring skills in high-volume environments
• Accurate and timely data entry skills with attention to detail
• Excellent interpersonal, organizational, and writing skills with the ability to prioritize multiple tasks while meeting deadlines
• Intermediate computer skills including 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 develops 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.