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Deposit Operations Exceptions Specialist
full-time•Jacksonville, Town of Islip
About this role
Operations Exceptions Specialist
The Operations Exceptions Specialist job is responsible for assisting with the day-to-day exception processing for consumer and commercial banking. This job performs transactional banking tasks such as overdrafts, non-post, account closures, and certificate of deposit (CD) changes. Working under moderate supervision, this job supports other banking professionals to ensure that critical tasks are completed on time.
Key Responsibilities and Duties
- Processing of general ledgers of internal accounts to ensure accuracy of all financial records, identifying and assisting in resolution of escalated discrepancies.
- Transaction processing of withdrawals, deposits, account closures, stop payment, batch checks, and dormant account activities.
- Account maintenance; including CD renewals, interest rate changes, product changes.
- Performs account servicing functions such as client authentication, account research, maintenance of logs, client authentication, and other duties.
- Monitors and contributes to report items, including Regulation CC and Regulation W.
- Completes exception processing, including non-post, overdrafts, and stop payment analysis.
- Performs maintenance on home equity loans.
- Handles processing of return deposit items and ATM float maintenance.
Minimum Qualifications
- 1+ years of banking experience, including prior responsibility for processing transactions such as withdrawals, deposits, account closures, stop payments, batch checks, and managing dormant account activities.
Preferred Qualifications
- Experience in exception processing, including non-post items, overdrafts, stop payment suspect analysis, and returned deposited items.
- Strong organizational skills with the ability to manage multiple priorities effectively.
- Excellent verbal and written communication skills.
- Previous experience in back-office deposit operations.
Role Specific Work Experience
- No Experience Required; 2+ Years Preferred
Educational Requirements
- High School Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
3IC
Working Shift
9:00 AM – 6:00 PM EST
9:00 AM – 6:00 PM EST
Posting End Date: 01/31/26
What you'll do
- The Operations Exceptions Specialist is responsible for day-to-day exception processing for consumer and commercial banking, including transactional tasks like overdrafts and account closures. This role supports banking professionals to ensure critical tasks are completed on time.
About EverBank
We’re a premium performance banking partner. A specialty bank that delivers reliability, security and deep expertise in the form of high-value products and services to consumer and commercial clients across the nation online or at our financial centers in Florida and California. We’re committed to ensuring your money reaches its greatest potential. As a client, you will always have the advantage.
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Frequently Asked Questions
What does a Deposit Operations Exceptions Specialist do at EverBank?
As a Deposit Operations Exceptions Specialist at EverBank, you will: the Operations Exceptions Specialist is responsible for day-to-day exception processing for consumer and commercial banking, including transactional tasks like overdrafts and account closures. This role supports banking professionals to ensure critical tasks are completed on time..
Is the Deposit Operations Exceptions Specialist position at EverBank remote?
The Deposit Operations Exceptions Specialist position at EverBank is based in Jacksonville, Florida, United States and Town of Islip, New York, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Deposit Operations Exceptions Specialist position at EverBank?
You can apply for the Deposit Operations Exceptions Specialist position at EverBankdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.