Funds Transfer Specialist II

Frost; San Antonio (TX); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Tuition reimbursement

Employee Assistance Program

Training & leadership development

Referral bonus

Job summary

Frost in Texas is seeking a Funds Transfer Specialist II to be the first point of contact for customers and to ensure wire requests follow established guidelines. You’ll handle inquiries, verify documents, and maintain wire transfer systems with accuracy.

The role demands strong communication, attention to detail, and a service-oriented mindset. Join Frost’s legacy of banking excellence and help deliver secure, reliable wires experiences for clients.

Qualifications

• 1+ years of Funds Transfer experience.
• Excellent written and verbal communication skills.
• Excellent customer service skills.
• Strong analytical and organizational skills.
• Proficiency in computer applications.

Responsibilities

• Review wire transfer agreements to ensure documents are completed and wired correctly.
• Input confidential data into wire system to verify initiation of wire transfers.
• Maintain customer accounts to ensure efficient wire system operation.
• Answer inbound calls and make outbound calls regarding wire documents.
• Act with integrity, caring, and excellence to achieve positive outcomes.

Skills

Customer service

Verbal communication

Analytical skills

Organizational skills

Computer proficiency

Bilingual English/Spanish

Tools

Wire transfer system

Job description

Job Description

It’s about banking on people. Do you have a knack for paying attention to all the small details? Are you known for your ability to adapt quickly to fast-paced environments? Does solving customer’s complex problems and delivering next-level customer service bring a smile to your face? If so, then the Funds Transfer Specialist II role might be for you! At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled financial services.

Who You Are

As a Funds Transfer Specialist II, you are the first point of contact for many of our customers, and you set the standard for what it means to wire funds with Frost. In this role, you will be responsible for ensuring all wire requests follow established guidelines and procedures. You’ll answer inbound and outbound calls and enjoy providing next-level customer service to every individual you interact with. Our transfer specialist are diligent problem-solvers who constantly deliver our kind of wires experience – the kind that makes people feel secure.

What You’ll Do

• Review wire transfer agreements to ensure that customer documents are accurately completed and that wire transfer services are properly executed
• Input confidential data into wire system to verify that customers can safely and securely initiate wire transfer instructions
• Provide maintenance to customer accounts to certify that the wire system can operate efficiently
• Answer inbound calls and make outbound calls pertaining to wire agreement documents
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What You’ll Need

• 1+ years of Funds Transfer experience
• Excellent written and verbal communication skills
• Excellent customer service skills
• Strong analytical and organizational skills
• Proficiency in computer applications

Additional Preferred Skills

• 2-4 years of banking experience
• Bilingual (English and Spanish)

Our Benefits

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) matching
• Generous holiday and paid time off schedule
• Tuition reimbursement
• Extensive health and wellness programs, including our Employee Assistance Program
• Training classes and leadership development
• Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger.