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Banking Ops Specialist II

The 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 Duties

+ Answers 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 Requirements

+ High School Preferred

Work Experience

+ No Experience Required

Physical Requirements

+ Physical Requirements: Sedentary Work

Career Level

2IC

_The Digital Account Operations Specialist is responsible for the review and decisioning of new client applications and advanced processing of existing client change requests according to regulatory requirements and departmental processes and procedures. Working under moderate to low supervision, this job supports other banking professionals to ensure that critical tasks are completed on time._

+ Reviews and Processes new client applications according to regulatory requirements related to KYC, CIP and OFAC.

+ Validates client information using third party verification tools such as Lexis Nexis and Experian.

+ Handles complex title applications such as Trusts and Estates and title change requests.

+ Performs client outreach utilizing verification tools to obtain required documents prior to client onboarding.

+ Proficiency in Microsoft Office Suite and banking software applications.

+ Strong understanding of banking procedures and compliance regulations

Preferred Qualifications

+ 2+ years of experience in operational account services and customer support within the banking industry.

**Posting End Date** : 5/2/25

Job Seeker Notice

EverBank, N.A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the "Company") is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)

**Pay Range** $25 - $26

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.