Account Operations Specialist Sr

Account Operations Specialist Sr

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: 10/19/2026

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 stereotype, 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.