The Banking Operations Specialist II job handles the routine day-to-day operations of consumer and commercial banking. This job performs administrative/transactional banking tasks such as assisting with service transactions, supporting multi-channel inbound referrals, verifying daily proofs and processing payments that sometimes require interpretation or deviation from standard procedures. Working under moderate supervision, this job supports other banking professionals to ensure that critical tasks are completed on time, and may also be tasked with implementing new ways to streamline processes or improve efficiency within their department.

Key Responsibilities and Duties

• Answers service and referral calls and responds to customer questions and assists with service transactions.
• Verifies that daily proofs and reconciliations are compliant with corporate accounting and control policies.
• Validates accuracy of payments, tickets and online entries.
• Provides solutions to customer, branch or bank inquiries and escalates issues as necessary.
• Considers multiple resources and records when investigating customer inquiries.
• Handles more complex transactions and balances general ledger accounts.
• Ensures work is properly safeguarded and controlled in accordance with banking policies and procedures.

Educational Requirements

• High School Preferred

Work Experience

• No Experience Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
2IC

Additional Key Responsibilities and Duties:

• Return mail processing.
• New Account Welcome Kit and CD Confirmation processing/fulfillment
• Create and mail updated CD Confirmations
• Research routine customer or bank inquiries and escalate issues as necessary.
• Upload documents to the banks document retention repository
• Process outgoing mail items
• Electronically route incoming mail to various banking operations teams
• Process work in accordance with team productivity, quality and timeliness standards
• Ensure work is properly safeguarded and controlled in accordance with banking policies and procedures.

Required Skills:

• Prior Banking experience.

Related Skills

Base Pay Range: $18.11/hr. - $35.72/hr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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Company Overview

TIAA Bank, a division of TIAA, FSB, provides nationwide banking services to consumer and commercial clients through a variety of channels, including online and mobile applications, as well as its Florida-based financial centers.

TIAA has entered into a definitive agreement to sell TIAA Bank to new investors with extensive experience in financial services, as part of the company’s strategy to refocus on its core retirement business and Nuveen, the company’s asset manager. When the transaction is complete, in 2023, TIAA will retain a non-controlling stake in the bank, demonstrating the company’s confidence in the bank’s future success.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

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