Bank Reconciliations & Monitoring Manager

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Company: EverBank Financial

Location: Islandia, NY 11749

Description:

Banking Ops Manager
The Banking Operations Manager job manages the administrative and transactional processes that facilitate the delivery of consumer and commercial banking services. This job supervises para-professional employees and ensures compliance with all relevant accounting and control standards within banking operations. This job also sets day-to-day operational objectives for the team and ensures policies, practices and procedures are understood and followed by direct reports.

Key Responsibilities and Duties
  • Ensures a high delivery of service standards by automating, centralizing and streamlining processes and procedures within the consumer and commercial banking operations.
  • Oversees management of referral calls and follow-up by team members with prospective clients.
  • Partners with wealth management advisors and loan officers to streamline process of managing multi-channel inbound and outbound leads.
  • Supervises verification process for the accuracy of payments and online entries for banking operations.
  • Provides guidance on reconciling non-routine customer, branch operations or bank inquiries.
  • Ensures compliance with corporate, regulatory and control procedures by implementing and monitoring operational processes.
  • Manages performance of banking operations team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional services and engagement, motivation and development of team.

Educational Requirements
  • No Advanced Degree Required Preferred

Work Experience
  • 3+ Years Required; 5+ Years Preferred

Physical Requirements
  • Physical Requirements: Sedentary Work


Career Level
7PL

Additional Information

The Reconciliations & Monitoring Manager will lead a team responsible for daily reconciliations, managing dormant accounts, and ensuring compliance with relevant laws and banking regulations. The role requires strong leadership, organizational skills, and banking expertise. The manager will also oversee IRS and tax compliance, drive process improvements through automation to enhance efficiency, reduce production times, and ensure tasks are completed accurately and in compliance.

Preferred Qualifications
  • 5+ years of management experience
  • 5+ years of experience in banking operations
  • Previous experience with General Ledger Reconcilement, Unclaimed Property-NAUPA filing and IRA State and Federal tax payments.

Hybrid work is a minimum of four days a week, one flexible day for remote work.

Posting End Date: 1/30/25

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