Operations Recon Specialist - onsite, Columbus, Roswell, Birmingham, Murfreesboro, or High Point

Synovus•Columbus, GA

5d•Onsite

About The Position

In accordance with established policies and procedures, the Operations Recon Specialist prepares bank account reconciliations for multiple accounts on a daily and monthly basis. The role reconciles General Ledger, Deposit and Loan, Finance, Mortgage, Trust, and Securities accounts; researches exceptions; resolves discrepancies; and supports timely completion of reconciliations in line with department service-level agreements. The specialist serves as an escalation point and subject-matter expert for less senior team members, assists with complex issues and transactions, and provides training. The role also verifies reconciliation sign-offs, prepares and distributes corrections, reviews documentation and procedures, and recommends process improvements. Team members are expected to follow applicable policies, procedures, laws, regulations, and risk limits, and to report suspected violations. They also help meet clients’ financial needs, refer clients to relevant specialty areas, and assist coworkers in delivering service.

Requirements

A degree with completed accounting coursework, or an equivalent combination of education and experience.
Four years of accounting experience in a banking operations environment.
Ability to stand or walk regularly.
Ability to talk and hear regularly.
Ability to climb, bend, kneel, crouch, or crawl regularly.
Ability to see objects up close or at a distance, use peripheral vision, and identify basic colors.
Ability to use hands and reach.

Responsibilities

Reconcile General Ledger, Deposit and Loan, Finance, Mortgage, Trust, and Securities accounts.
Research account exceptions and ensure accurate preparation and timely resolution of reconciliations within established service-level agreements.
Communicate with internal divisions and departments about outstanding exceptions, following escalation procedures.
Clear discrepancies identified during the balancing process.
Post and maintain nonmonetary financial transactions to the general ledger and other systems.
Serve as an escalation point and subject-matter expert for less senior team members; answer questions and help resolve complex issues or transactions.
Provide training and ensure work is completed efficiently.
Verify sign-off sheets show that accounts have been balanced, exceptions worked, and balanced reconciliations saved.
Prepare, edit, and distribute corrections needed to verify processes.
Periodically review department documentation, policies, and procedures as assigned.
Recommend process improvements to enhance efficiency, quality, and client service.
Observe relevant policies, procedures, laws, regulations, and role-specific risk limits, and promptly report known or suspected violations to the appropriate Company authority.
Help meet clients’ business and personal financial needs and refer them to specialty areas such as Trust, Investments, Insurance, and Treasury Management when appropriate.
Assist other team members as needed to ensure distinctive service delivery.
Perform other related duties as required.