How to hire a transfer clerk

How to hire a transfer clerk, step by step

Here's a step-by-step transfer clerk hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a transfer clerk job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new transfer clerk
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you start hiring a transfer clerk, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them a transfer clerk to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a transfer clerk that fits the bill.

   This list presents transfer clerk salaries for various positions.

   Type of Transfer Clerk	Description	Hourly rate
   Transfer Clerk	General office clerks perform a variety of clerical tasks, including answering telephones, typing documents, and filing records.	$13-21
   Internship	Interns are trainees who are engaged by a company to work for them for a brief period. Interns usually use this opportunity to gain actual work experience, fulfill university or college requirements, and ensure that they are working towards the right career path for them... Show more	$11-23
   Clerk Typist	A clerk typist is responsible for data entry procedures and document transcriptions, alongside other clerical and administrative duties as required by the employer. Clerk typists create reports and presentation materials, transcribe audio meetings, write business drafts, and send documents to appropriate office personnel or clients... Show more	$12-18

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Wire Transfers
   • Customer Service
   • Data Entry Errors
   • Front Desk
   • Computer System
   • DTC
   • Customer Accounts

   Responsibilities:

   • Demonstrate strong math skills in managing inmate s accounts and calmly and effectively deescalating outbursts of belligerent inmates.
   • Perform basic business office duties and handle highly confidential documents regarding doctor s prognosis and medical history of patients.
   • Count daily out of stocks using the Telxon handheld, and enter the information onto the Safeway intranet for ordering purposes.

3. Make a budget

   Including a salary range in your transfer clerk job description is one of the best ways to attract top talent. A transfer clerk can vary based on:

   • Location. For example, transfer clerks' average salary in new mexico is 39% less than in massachusetts.
   • Seniority. Entry-level transfer clerks 34% less than senior-level transfer clerks.
   • Certifications. A transfer clerk with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a transfer clerk's salary.

   Average transfer clerk salary

   $36,170yearly

   $17.39 hourly rate

   ---

   Entry-level transfer clerk salary

   $29,000 yearly salary

   Updated January 30, 2026

4. Writing a transfer clerk job description

   A job description for a transfer clerk role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a transfer clerk job description:

   Transfer clerk job description example

   The Securities & Derivatives Associate Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
   Responsibilities:
   Individual mapped to this job description is responsible for securities transaction processing execution Typically related to Securities Clearance Settlement and Derivative Operations Supports an expansive and/or diverse array of products services Follows established procedures to identify problems related to securities and derivatives transfers that require investigation or research Delivers reports to satisfy management requirements, support control activities, and the launch of products services Provides assistance in the implementation of process improvements Minimizes risk to the bank through increased knowledge of procedural requirements - understands and monitors errors to adhere to audit and control policies. (incl. reconciliation, payment and other processing systems) Timely management and escalation of all requests inquiries issues errors, (mostly, but not limited to, post settlement) Demonstrates an intermediate level of understanding of products and processes, and of how duties relate integrate with others in the team and closely related teams Demonstrates an excellent knowledge of bank related systems Utilizes strong communication, interpersonal and diplomacy skills to interact with colleagues and stakeholders, and to exchange potentially complex sensitive information, while being sensitive to audience diversity Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
   
   Qualifications:
   0-2 years of experience working in Middle Office/Operations role Experience in Transfer Processing preferred but not required Ability to work in a structured, high volume, time sensitive, high risk and demanding environment Good analytical skills and positive attitude
   
   Education:
   Bachelor's/University degree or equivalent experience
   
   Job Family Group:
   Operations - Transaction Services
   
   Job Family:
   Securities and Derivatives Processing
   
   Time Type:
   Full time
   
   Citi is an equal opportunity and affirmative action employer.
   
   Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
   
   Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .
   
   View the " EEO is the Law " poster. View the EEO is the Law Supplement .
   
   View the EEO Policy Statement .
   
   View the Pay Transparency Posting
   
   Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

   Copy this example

   

5. Post your job

   There are a few common ways to find transfer clerks for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your transfer clerk job on Zippia to find and recruit transfer clerk candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Recruiting transfer clerks requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new transfer clerk

   Once you've decided on a perfect transfer clerk candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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