What are the responsibilities and job description for the Business Banking Operations Specialist III position at EverBank N.A.?
The Banking Operations Specialist III job coordinates the day-to-day operations of consumer and commercial banking. This job performs administrative/transactional processes including answering referral calls, verifying daily proofs and processing payments, and escalates complex issues to the appropriate manager. This job also provides assistance and training to junior employees and faces non-routine problems and customer questions on a daily basis. Working under limited supervision, this job supports other banking professionals to ensure that critical tasks are completed on time, and implements new ways to streamline processes or improve efficiency within their department.
Key Responsibilities and Duties
- Answers primarily referral calls and provides information to prospective customers.
- Verifies that daily proofs and reconciliations are compliant with corporate accounting and control policies.
- Confirms accuracy of payments, tickets and online entries.
- Resolves customer, branch or bank inquiries that are considered non-routine.
- Uses advanced knowledge and considers multiple resources and records when investigating non-routine customer inquiries.
- Verifies transactions and balances general ledger accounts.
- Ensures work is properly safeguarded and controlled in accordance with banking policies and procedures.
- Provides assistance and training to lower level employees.
- High School Preferred
- No Experience Required; 2 Years Preferred
- Physical Requirements: Sedentary Work
Career Level
3IC
Requirements:
This position is responsible for supporting daily business operations tasks, onboarding of complex business accounts and advanced maintenance requests. This position requires extensive experience in business account operations and the ability to lead projects and process improvements.
Preferred Qualifications
- 4 years of bank branch experience
- Understanding of opening new accounts, account processing and maintenance for business clients.
- Proficient experience working with business entities and formation documents.
- Knowledge of banking regulations including KYC, AML, and OFAC requirements.
- Strong client communication and interpersonal skills.
- Ability to meet time sensitive requests.
Hybrid work is a minimum of four days a week, one flexible day for remote work.
Posting End Date: 2/8/25
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: $21 - $28
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 : $21 - $28
