Banking Ops Specialist II

3 weeks ago


Irvine, United States EverBank Full time

Banking Ops Specialist IIThe 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 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.Handles more complex transactions and balances general ledger accounts.Ensures work is properly safeguarded and controlled in accordance with banking policies and procedures.Educational RequirementsHigh School PreferredWork ExperienceNo Experience RequiredPhysical RequirementsPhysical Requirements: Sedentary WorkCareer Level 2ICPreferred Qualifications:1+ years of customer service or bank operations experience w/in the financial services industryWire transfer and transaction posting experienceBachelor's DegreeBasic MS Office skillsGood written and verbal communication skillsThis position is Hybrid. Hybrid work is a minimum of four days per week with one flexible day for remote work.



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