Exceptions Operations Specialist

EverBank • Jacksonville, FL

11h

About The Position

The Exceptions Operations Specialist assists with day-to-day exception processing for consumer and commercial banking. The role performs transactional banking tasks such as overdrafts, non-post items, account closures, and certificate of deposit (CD) changes. Working under moderate supervision, the specialist supports other banking professionals to ensure critical tasks are completed on time.

Requirements

• No prior experience is required.
• High school education preferred.
• Role-specific experience: 2+ years preferred.

Nice To Haves

• 2+ years of banking experience, with a strong focus on banking operations.
• Ability to analyze discrepancies, research account activity, and resolve issues while ensuring accurate and timely transaction processing.
• Ability to manage multiple priorities and work queues simultaneously while maintaining productivity, organization, and attention to detail.
• Strong verbal and written communication skills, including documenting findings, communicating with internal partners, and escalating issues when appropriate.
• Previous back-office banking operations experience and a strong understanding of operational workflows, controls, and service delivery.
• Hands-on experience processing high-volume banking transactions, including withdrawals, deposits, account closures, stop payments, batch checks, and dormant account activities.
• Working knowledge of exception processing, including non-post items, returns, overdrafts, and stop payment investigations and resolution.
• Experience ensuring operational accuracy, regulatory compliance, and adherence to established policies and procedures.
• Proficiency with banking systems and applications used for account servicing and transaction processing.

Responsibilities

• Process general ledgers of internal accounts to ensure financial records are accurate, identifying and assisting with resolution of escalated discrepancies.
• Process withdrawals, deposits, account closures, stop payments, batch checks, and dormant account activities.
• Maintain accounts, including CD renewals, interest rate changes, and product changes.
• Perform account servicing, including client authentication, account research, log maintenance, and related duties.
• Monitor and contribute to report items, including Regulation CC and Regulation W.
• Complete exception processing, including non-post items, overdrafts, and stop payment analysis.
• Perform maintenance on home equity loans.
• Process returned deposit items and maintain ATM float.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED