Banking Ops Specialist II - Account Operations

Banking Ops Specialist II
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.

Educational Requirements

• High School Preferred

Work Experience

• No Experience Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
2IC

Additional Job Description

This role is located on the Account Operations team and will focus on customer and account maintenance. Responsibilities will include: opening new accounts of complex titles, title changes, funding accounts and compromised account processing.

Preferred Qualifications

• 1 year of retail banking operations experience
• Previous customer account maintenance experience
• Strong customer service, organizational and multitasking skills

This position is Hybrid. Hybrid work requires working four days per week in the office, with one flexible day to work remotely.

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