Paylocity · 4 days ago

Banking Operations Specialist II (Wires)

United States

Full-time

Remote

Mid Level

$50K/yr - $61K/yr

2+ years exp

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Responsibilities

Effectively handle day-to-day wire related banking operations with minimal direct supervision

Provide timely wire instructions to clients under tight timelines and with significant volume

Assist the Tax Treasury Team in identifying prefunding clients who have not funded their tax liabilities to ensure financial risk is minimized

Research and resolve out of balance transactions on various tax and direct deposit reports

Responsible for auditing incoming wire reports to verify all received wires have been recorded and reconciled

Assist internal departments with any questions/inquiries through emails, phones and Salesforce cases.

Assist clients on reverse wire setups with participating banks and responsible for testing that set up is accurate and complete

Perform related ad hoc projects including but not limited to; accumulating data for analysis or creating reports at the request of the Team Lead/Banking Manager

Assist in training and development of Banking Specialist I

Handle additional tasks to support Banking Team

Ability to perform Level I Objectives, as needed

Qualification

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Wire TransferPayrollMicrosoft ExcelMicrosoft WordMicrosoft OutlookProblem-SolvingAdaptability