Banking Operations Specialist

1 month ago


Islandia, United States Corps Team Full time

Our client, a diversified financial services company providing banking and investing services, is seeking a Banking Operations Specialist for a 6+ month contract role located in Islandia, NY. This role is hybrid, Fridays will be remote.


The Banking Ops Specialist II supports routine day-to-day operations of consumer and commercial banking. Under moderate supervision, 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.


  • Key Responsibilities and DutiesAnswers 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.
  • Enters transactions into CRT/PC and balances general ledger accounts.
  • Ensures work is properly safeguarded and controlled in accordance with banking policies and procedures.
  • Assists with subject matter expert project as requested.
  • RequirementsHigh School Diploma Preferred
  • Two years branch experience
  • Understanding of the account opening process.
  • Know how to open and fund accounts: such as checking, savings, money market and CDs.

Pay Rate- $20.60- $22.60/hour



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