Banking Customer Service Advisor

Islandia, New York

Corps Team
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Our client, a diversified financial services company providing banking and investing services, is seeking a Banking Ops Specialist for a 6+ month contract role located in Islandia, NY. This role is hybrid with 4 days in the office a week.


The Banking Ops Specialist supports routine day-to-day operations of consumer and commercial banking. Under moderate supervision, 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.


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.
  • Enters transactions into CRT/PC and balances general ledger accounts.
  • Ensures work is properly safeguarded and controlled in accordance with banking policies and procedures.
  • Assists with subject matter expert project as requested.
  • High School Preferred
  • Knowledge of D1 Application System and CIP Requirements

Pay rate- $20.00/ hour

Date Posted: 05 April 2025
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