Retail Banking Specialist Position Available In Duval, Florida
Tallo's Job Summary: Our client, a financial services company, is hiring a Banking Ops Specialist for a 6+ month contract in FL, NY, or TX. The role involves reconciling accounts, completing reports, and providing customer assistance. Required: Retail banking experience, Excel skills, and independence. Pay rate is $24.50-$26.50 per hour.
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
