What are the responsibilities and job description for the Banking Operations Specialist II - Special Processing position at EverBank N.A.?
The Banking Operations Specialist II job handles the routine day-to-day operations of consumer and commercial banking. This job performs administrative/transactional banking tasks such as assisting with service transactions, supporting multi-channel inbound referrals, verifying daily proofs and processing payments that sometimes require interpretation or deviation from standard procedures. Working under moderate supervision, this job supports other banking professionals to ensure that critical tasks are completed on time, and may also be tasked with implementing new ways to streamline processes or improve efficiency within their department.
Key Responsibilities and Duties
- Answers service and referral calls and responds to customer questions and assists with service transactions.
- Verifies that daily proofs and reconciliations are compliant with corporate accounting and control policies.
- Validates accuracy of payments, tickets and online entries.
- Provides solutions to customer, branch or bank inquiries and escalates issues as necessary.
- Considers multiple resources and records when investigating customer inquiries.
- Handles more complex transactions and balances general ledger accounts.
- Ensures work is properly safeguarded and controlled in accordance with banking policies and procedures.
- High School Preferred
- No Experience Required
- Physical Requirements: Sedentary Work
Career Level
2IC
Requirements:
Additional Information
The Banking Operations Specialist II on the Special Processing Team assists with daily operations in consumer and commercial banking by handling tasks related to Individual Retirement Accounts (IRAs) and deceased accounts. Responsibilities include processing IRA and deceased accounts, account maintenance, research, and opening basic IRA accounts. The role supports other banking professionals to ensure critical tasks are completed on time and works under supervision.
Preferred Qualifications
- Prior banking back-office operations experience
- Preferred IRA knowledge and processing.
- Previous account opening experience, including retirement accounts.
- Ability to process client requests for distributions, contributions, conversions, and beneficiary changes for Individual retirement accounts.
- Previous account research and account maintenance experience - including IRA Beneficiary changes and deceased 1st notification.
Hybrid work is a minimum of four days a week, one flexible day for remote work.
Posting End Date: 1/6/25
Req Benefits:
EverBank is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. Our comprehensive Total Rewards package provides choice and flexibility, respects differences, and embraces diversity.
- Medical, dental, vision & HSA/FSA
- 401(k) savings
- Paid holidays & generous PTO
- Tuition reimbursement
- Additional wellness & voluntary benefits
Compensation: $20 - $26
Additional Details :
EverBank, N.A. ("EverBank") is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.
EverBank's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC
Salary : $20 - $26
