• Business Operations Specialist

    EverBank (Islandia, NY)


    Business Operations Specialist

     

    The Business Operations Specialist is responsible for performing more complex tasks related to business banking operations, including advanced account onboarding, application processing and daily maintenance. Working under moderate supervision, this job supports business banking to ensure critical tasks are completed on time. This role provides guidance and training to associates and assists with escalated client issues.

    Key Responsibilities and Duties

    + Leads the onboarding process for more complex business accounts, ensuring all documentation and compliance requirements are met.

    + Processes and reviews business banking applications, identifying and resolving discrepancies or issues.

    + Assists with daily maintenance tasks, such as updating account information and processing transactions.

    + Provides guidance and training to associates.

    + Assists with escalated client inquiries or issues, working with other departments as needed on a resolution.

    + Maintains accurate records and documentation in accordance with regulatory and internal compliance standards.

    + Assists with inbound and outbound calls and emails.

    + Contributes to process improvement initiatives and suggest ways to enhance operational efficiencies.

    Educational Requirements

    + High School Preferred

    Work Experience

    + No Experience Required; 2+ Years Preferred

    Physical Requirements

    + Physical Requirements: Sedentary Work

     

    Career Level

    3IC

    Preferred Qualifications

    + 2+ years of bank branch experience

    + Understanding of opening new accounts, account processing and maintenance for business clients.

    + Proficient experience working with business entities and formation documents.

    + Knowledge of banking regulations including KYC, AML, and OFAC requirements.

    + Strong client communication and interpersonal skills.

    + Ability to meet time sensitive requests.

     

    Posting End Date: 6/9/25

     

    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 - $30

     

    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.