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Banking Operations Specialist II

2 months ago

Jacksonville, Florida, United States EverBank Full time
Job Summary

The Banking Operations Specialist II role is responsible for handling the day-to-day operations of consumer and commercial banking. This position performs administrative and transactional banking tasks, including assisting with service transactions, supporting multi-channel inbound referrals, verifying daily proofs, and processing payments that may require interpretation or deviation from standard procedures.

Key Responsibilities
  • Answers service and referral calls, responds to customer inquiries, and assists with service transactions.
  • Verifies that daily proofs and reconciliations are compliant with corporate accounting and control policies.
  • Validates the 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.
Requirements
  • High school diploma or equivalent preferred.
  • No experience required.
Preferred Qualifications
  • 1+ years of retail banking experience.
  • Transaction processing experience.
  • Strong organizational and multi-tasking skills.
  • Excellent oral and written communication skills.
Work Environment

This role requires a sedentary work environment with a minimum of four days a week, one flexible day for remote work.