Process, verify, and complete incoming and outgoing wire transfer transactions in accordance with established procedures, customer instructions, security requirements, and delegated authority.
Requirements Summary
Process, verify, and complete incoming and outgoing wire transfer transactions in accordance with established procedures, customer instructions, security requirements, and delegated a
Technical Tools
Other
GENERAL SUMMARY:
The Wire Transfer Services Specialist supports all Pinnacle Bancorp banks by processing incoming and outgoing wire transfers, maintaining wire transfer agreements and related documentation, and providing service to internal and external customers. The position is responsible for the accurate and timely processing of wire transfer activities, maintaining customer records, resolving operational issues, and supporting departmental procedures and controls.
The Wire Transfer Services Specialist performs assigned duties in accordance with established policies, procedures, internal controls, security requirements, and delegated authority. This position does not have supervisory responsibilities but may provide training, procedural guidance, and operational support to team members. Exceptions and matters outside the position's authority are escalated through appropriate channels.
JOB RESPONSIBILITIES AND DUTIES:
Process, verify, and complete incoming and outgoing wire transfer transactions in accordance with established procedures, customer instructions, security requirements, and delegated authority.
Review customer wire transfer agreements and related documentation for completeness and accuracy.
Process and maintain wire transfer agreements, contracts, supporting documentation, and related records.
Maintain accurate, complete, and organized records of wire transfer transactions and operational activities.
Research and resolve routine operational issues and processing exceptions within established authority.
Escalate unusual transactions, non-routine processing exceptions, and complex operational concerns through appropriate channels.
Provide timely and professional service to internal and external customers regarding wire transfer inquiries, documentation requirements, research requests, and issue resolution.
Assist customers and business partners with obtaining information and documentation necessary to support wire transfer processing and maintenance activities.
Communicate clearly and professionally with customers, coworkers, management, and other business partners.
Maintain regular and reliable attendance.
Other duties as assigned by management.
Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.
KNOWLEDGE, SKILLS, AND ABILITIES:
Knowledge of Fiserv systems preferred.
Working knowledge of wire transfer operations, transaction -processing practices, associated risks, and operational controls preferred.
Knowledge of banking documentation requirements, transaction processing workflows, and operational controls.
Proficiency with Microsoft Office applications, Windows-based programs, and standard office technology preferred.
Strong customer service, written communication, verbal communication, and interpersonal skills.
Strong attention to detail and commitment to accuracy.
Ability to research exceptions, identify discrepancies, maintain supporting documentation, and determine when escalation is necessary.
Ability to operate a computer with keyboard accuracy and speed.
Ability to collaborate effectively with management, coworkers, branches, vendors, processors, and business partners.
Ability to manage competing priorities and work accurately under pressure while handling frequent interruptions.
Ability to perform detailed transaction processing, documentation review, verification, reconciliation, and data-entry functions accurately.
Ability to maintain confidentiality and handle sensitive information appropriately.
Ability to work in a fast-paced environment while managing multiple priorities.
EDUCATION AND EXPERIENCE:
High School or equivalent
PHYSICAL REQUIREMENTS:
NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.
