Exceptions Operations Specialist
- Seniority level
- Mid
- Employment type
- Full time
- Work experience
- 2+ years
- Specialization
- Operations management
About the role
Exceptions Operations 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.
Responsibilities
- 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.
Requirements
- 2+ years of banking experience, with a strong focus on banking operations.
- Demonstrated ability to analyze discrepancies, research account activity, and resolve issues while ensuring accurate and timely processing of transactions.
- Proven ability to manage multiple priorities and work queues simultaneously, maintaining a high level of productivity, organization, and attention to detail.
- Strong verbal and written communication skills, with the ability to clearly document findings, communicate effectively with internal partners, and escalate issues when appropriate.
- Previous experience working in back-office banking operations, with a strong understanding of operational workflows, controls, and service delivery.
- Hands-on experience processing high-volume banking transactions, including withdrawals, deposits, account closures, stop payments, batch check processing, and dormant account activities.
- Working knowledge of exception processing, including non-post items, returns, overdrafts, and stop payment investigations and resolution.
- Experience ensuring operational accuracy, regulatory compliance, and adherence to established policies and procedures.
- Proficiency with banking systems and applications used to support account servicing and transaction processing.
- No Experience Required; 2+ Years Preferred
- High School Preferred
- Physical Requirements: Sedentary Work
Career Level 3IC
Posting end date: 10/30/2026
Benefits & perks
EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:
- Medical, dental, vision & HSA/FSA
- 401(k) savings
- Paid holidays & generous PTO
- Additional wellness & voluntary benefits
- Tuition reimbursement
- Commuter Benefits
- Life and Disability Insurance
- Generous vacation
- Healthcare
- Professional development
- Retirement
- Wellness
Pay Range
$25 - $27
Job Description Disclaimer
This job description is not intended to be a comprehensive list of duties, responsibilities or activities that are required to perform this job. Duties, responsibilities and activities may change without notice.
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