Our client, a diversified financial services company providing banking and investing services, is seeking a Banking Ops Specialist for a 6+ month contract role located in Jacksonville, FL, Islandia, NY or Lewisville, TX.
This role fully onsite, Monday-Friday 8am-5pm
The Banking Ops Specialist, Reconciliation & Government Reporting Team coordinates the day-to-day operations of consumer and commercial banking. The Reconciliation & Government Reporting Team reconciles deposit bank accounts & GL's, completes unclaimed property reporting, Year End Tax form corrections, Year End reporting, Bank Control changes, Interface updates.
Under limited supervision, this job performs administrative/transactional processes including answering referral calls, verifying daily proofs and processing payments. This job also provides assistance and training to junior employees and faces non-routine problems and customer questions on a daily basis.
Key Responsibilities and Duties:
- Answers primarily referral calls and provides information to prospective customers.
- Assists Wealth Management Advisors, Infinity and Loan Officers to process multi-channel inbound and outbound leads.
- Verifies that daily proofs and reconciliations are compliant with corporate accounting and control policies.
- Confirms accuracy of payments, tickets and online entries.
- Resolves customer, branch or bank inquiries that are considered non-routine.
- Uses advanced knowledge and considers multiple resources and records when investigating non-routine customer inquiries.
- Verifies transactions in CRT/PC and balances general ledger accounts.
- Ensures work is properly safeguarded and controlled in accordance with banking policies and procedures.
Required experience/skills:
- General Ledger and Reconciliation experience
- Intermediate Excel Knowledge / Navigation
- 1 year of Retail Banking Experience
- Ability to work independently and as part of a team
Desired experience/skills:
- Unclaimed property experience
- Knowledge of banking operations, financial principles and regulations
Educational Requirements:Pay Rate- $24.50- $26.50
