Banking Operations Specialist II

EverbankIslandia, NY
510d$41,600 - $54,080

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About The Position

The Banking Operations Specialist II position at EverBank is integral to the routine day-to-day operations of both consumer and commercial banking. This role involves performing various administrative and transactional banking tasks, which include assisting with service transactions, supporting multi-channel inbound referrals, verifying daily proofs, and processing payments. These tasks may sometimes require interpretation or deviation from standard procedures, indicating the need for a keen understanding of banking operations. The specialist will work under moderate supervision, collaborating with other banking professionals to ensure that critical tasks are completed on time. Additionally, the role may involve implementing new strategies to streamline processes or enhance efficiency within the department, showcasing the importance of innovation in banking operations. In this position, the specialist will be responsible for answering service and referral calls, responding to customer inquiries, and assisting with service transactions. They will verify that daily proofs and reconciliations comply with corporate accounting and control policies, ensuring accuracy in payments, tickets, and online entries. The role also requires providing solutions to customer, branch, or bank inquiries and escalating issues when necessary. The specialist will consider multiple resources and records when investigating customer inquiries, handle more complex transactions, and balance general ledger accounts. Furthermore, it is crucial that all work is safeguarded and controlled in accordance with banking policies and procedures, emphasizing the importance of compliance in the banking sector.

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