Job Description

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:

• High School Preferred

Pay Rate- $24.50- $26.50

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