Financial Transaction Coordinator jobs in United States
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Salus Worldwide Solutions · 4 months ago

Financial Transaction Coordinator

Salus Worldwide Solutions is seeking a detail-oriented Financial Transaction Specialist to manage outgoing wire transfers efficiently and accurately. The role is critical in ensuring the smooth execution of financial transactions while maintaining compliance with banking regulations and security protocols.

Transportation/Trucking/Railroad

Responsibilities

Coordinates and reports on the issuance of cross-border, foreign currency, and time-sensitive wire transfers across payable systems
Initiates all cross-border, foreign currency, and time-sensitive wire transfers
Initiates and receives domestic and international inbound/outbound wire transfers
Follows relevant policies, procedures, and process controls to ensure necessary approvals and validations are in place for accurate issuance of manual payments
Analyzes cash activity daily against ledger postings, resolving issues such as failed payments or incorrect entries
Posts manual clearing documents for paid invoices within payable systems
Assesses and reviews in-process invoices, performs daily analysis and application of system knowledge to update data in Salesforce CRM
Coordinates with the team to ensure all wires are sent and processed in a timely manner
Certifies proper client verification is completed on all outgoing wires per company policy
Collaborates with internal departments and external financial institutions to resolve discrepancies or issues related to wire payments
Provides extensive communication (including email and telephone contact) with customers to assist them with Wire, ACH, and other relevant transactions
Orders foreign currency and foreign drafts upon request and leadership approval
Research wire transfers and transactions, as required by internal and external customers
Maintain detailed records of transactions for audit and compliance purposes
Assist customers and internal teams with wire transfer inquiries, providing excellent service and problem resolution
Stay updated on banking regulations, fraud prevention measures, and industry best practices regarding wire transfers
Support other operational tasks, including reconciliation, reporting, and process improvements
Process ACH exceptions and ACH manual returns as needed due to stop payments/ unauthorized entries, etc

Qualification

Wire processingACH experienceSalesforce PlatformMicrosoft OfficeAnalytical abilityBanking experienceCommunication skillsDetail-oriented

Required

Experience in wire processing for a bank or brokerage firm
Proficient in Microsoft Office Products, with intermediate experience in Excel and Word
Ability to communicate professionally, both orally and in writing
Ability to work well under pressure and meet established deadlines
Works independently without close supervision
Extremely detail oriented and high level of analytical ability
Complete and thorough understanding of the electronic fund functions
Ability to properly determine funds movement under some time constraints
High school diploma or equivalent experience required
1-3 years of banking experience in operations or accounting
1 year of ACH and wire transfer experience with willingness to obtain and maintain AAP accreditation
2 years of experience with Salesforce Platform

Company

Salus Worldwide Solutions

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Salus Worldwide Solutions is dedicated to providing innovative solutions to complex logistics requirements.

Funding

Current Stage
Early Stage

Leadership Team

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Manmeet Thind
Chief Operating Officer
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Company data provided by crunchbase