Account Operations Specialist Sr

EverBank Financial Corp.; New York (NY); Hybrid; USD 34,000 - 45,000; Full time

Benefits offered by this job

401(k) savings

Wellness benefits

Life and Disability Insurance

Job summary

EverBank, N.A. in Islandia, NY is seeking a Senior Account Operations Specialist Sr to manage complex back-office tasks for new accounts and maintenance while ensuring regulatory compliance and high-quality service.

The role includes mentoring teammates, overseeing day-to-day operations, performing UAT and audit responses, and driving process improvements to increase operational efficiency. This position requires 3+ years in banking operations, strong analytical abilities, and proficiency in

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.

Responsibilities

• Assists in new account processing for ICS, 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, verifications 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.

Skills

Banking experience

Operations experience

Analytical skills

Microsoft 365

Education

Vocational education

Tools

Microsoft 365

Job description

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

Additional Information

Posting end date: 10/19/2026

Location(s)

1377 Motor Parkway, Islandia , New York 11749 , United States

Pay Range

$25 - $33

Pay & Benefits Summary

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:

• 401(k) savings
• Additional wellness & voluntary benefits

Additional Company-provided benefit options (subject to plan terms):

• Life and Disability Insurance

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.

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.

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