Account Operations Specialist Sr

EverBank • Islandia, NY • 3h ago

The Senior Account Operations Specialist is responsible for processing complex back-office functions related to new accounts, account maintenance and provides enhanced customer support. The role ensures compliance and supports the training and development of team members. Additionally, the Senior Specialist will assist in mentoring and training associates under the supervision of management.

Key Responsibilities and Duties

Assists in new account processing for Insured Cash Sweep (ICS), Certificate of Deposit Account Registry Service (CDAR), compromised, and employee accounts.

Performs other duties as assigned.

Processes account and customer level maintenance requests, such as name and account title changes, beneficiary, address and statement updates.

Assists with complex customer support tasks, including check orders, verfications and alerts, debit card and visa check card requests, and limit increases.

Performs advanced account research and handle escalated customer inquiries.

Monitors compliance with regulatory requirements and banking policies.

Identifies areas for process improvement and assists in implementation of strategies to enhance operational efficiency.

Provides training, mentoring, and support to team members.

Assist with overseeing the day-to-day operations, including daily report review, and performing quality oversight of completed tasks.

Responsible for user acceptance testing (UAT), audit responses, and transformational initiatives.

Educational Requirements

Vocational and/or Technical Education Preferred

Minimum Qualifications

3+ years of banking, financial services, or operations experience.

Knowledge of consumer account operations, risk, controls, and quality standards.

Strong analytical, problem-solving, and research skills with the ability to resolve issues independently.

Proficiency in Microsoft 365 and the ability to manage multiple priorities in a fast-paced environment **.

Preferred Qualifications**

5+ years of banking operations experience, preferably within Deposit, Consumer, or Account Operations.

Experience serving as a subject matter expert (SME), team lead, or mentor.

Experience with audit support, quality control, operational risk, reconciliations, or data integrity reviews.

Experience supporting training, documentation, UAT testing, or process improvement initiatives.

Role Specific Work Experience

3+ Years Required; 5+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

4IC

Posting end date: 9/26/2026

Job Seeker Notice

EverBank, N.A. 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 - $33

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 stereo@type, 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.

Similar Jobs

Operation and Analytics Manager

Stony Brook University • Stony Brook, NY • 52min ago

Management & Administrative

Operation and Analytics Manager Position Summary The Operations Analytics Manager will be responsible for chart abstraction, quality improvement activities, analytics and project management related to care management and...

52min ago

Go to Apply

Security Officer Warehouse

Allied Universal • Lake Ronkonkoma, NY • 4h ago

Management & Administrative

Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you wil...

4h ago

Go to Apply

Medical Office Assistant

Catholic Health Services • Bay Shore, NY • 7h ago

Hospital & Medical

Overview At Catholic Health Physician Practices, we believe in more than just providing medical care - we strive to build meaningful relationships with our patients and deliver compassionate, clinically excellent service...

7h ago

Go to Apply

Specialist, Mechanical Engineer

L3Harris • Amity Harbor, NY • 7h ago

IT & Engineering

L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growt...

7h ago

Go to Apply

Account Executive

HUB International • Melville, NY • 7h ago

Sales & Marketing

Discover a Career That Empowers You - Join HUB International At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures whe...

7h ago

Go to Apply

Data Engineer - Senior - Consulting - Location OPEN

EY • Jericho, NY • 8h ago

IT & Engineering

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY...

8h ago

Go to Apply

Specialist, Manufacturing Engineering

Narda-MITEQ • Hauppauge, NY • 11h ago

IT & Engineering

Job Location: Hauppauge, NY Narda-MITEQ is dedicated to recruiting and developing diverse, high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers'...

11h ago

Go to Apply

Manufacturing Technician SMT

Hubbell Power Systems • Westbury, NY • 11h ago

Hospital & Medical

Manufacturing Technician SMT Apply now » Date: Sep 22, 2026 Location: WESTBURY, NY, US, 11590 Company: Hubbell Incorporated Job Overview SMT Manufacturing Technician (Electronics Manufacturing) We are seeking a detail-or...

11h ago

Go to Apply

SAP - Manufacturing Execution Systems - MES - Manager - Consulting - Location OPEN

EY • Jericho, NY • 12h ago

Management & Administrative

12h ago

Go to Apply

GreenDrop Customer Service Attendant

Savers | Value Village • Huntington Station, NY • 22h ago

Management & Administrative

Description Job Title: GreenDrop Attendant Pay Range: $18.20- $22.75 This position has a set schedule: Friday to Tuesday 9:00am - 5:00 pm Who we are: GreenDrop® is rapidly expanding to make donating lightly used clothing...

22h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)