Everbank - Irvine, CA
posted 2 months ago
The Banking Operations Specialist II position at EverBank is integral to the daily operations of both consumer and commercial banking. This role involves performing a variety of administrative and transactional banking tasks, which include assisting with service transactions, supporting multi-channel inbound referrals, and verifying daily proofs. The specialist is responsible for processing payments that may require interpretation or deviation from standard procedures. Working under moderate supervision, the specialist collaborates with other banking professionals to ensure that critical tasks are completed in a timely manner. Additionally, this position may involve implementing new strategies to streamline processes and enhance efficiency within the department. In this role, the specialist will answer 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 the accuracy of payments, tickets, and online entries. The specialist will also provide solutions to customer, branch, or bank inquiries, escalating issues as necessary. They will consider multiple resources and records when investigating customer inquiries and handle more complex transactions while balancing general ledger accounts. It is crucial for the specialist to ensure that all work is safeguarded and controlled in accordance with banking policies and procedures.