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TIAA Bank Banking Operations Specialist II in Islandia, New York

Banking Ops Specialist II

The Banking Ops Specialist II 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.


  • No Experience Required

  • High School, Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level


Banking Ops Specialist II

Performs routine administrative tasks in support of commercial banking and business loan processing functions.

Key Responsibilities and Duties

  • Maintains the organization's hardcopy of documentation in commercial loan files.

  • Completes transfers and loan payments for customers.

  • Performs basic loan processing research in response to loan officer and customer questions.

  • Organizes documents and correspondence in the proper credit files.


  • No Experience Required; 2 Years Preferred

  • High School, Preferred


Banking or banking back office operations experience


Experience in banking back-office operations

Bank exceptions knowledge

General knowledge of estate and trust documentation

Deceased processing knowledge related to deceased account owners

Experience with IRA accounts, include IRA distributions, contributions, beneficiary changes, ACH reclamations

Potential Salary: $19.88 USD

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).

Company Overview

As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.

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


Privacy Notices

For residents of California, please click here ( to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here ( to access the EU / UK Pre-employment Notice.

For all other residents, click here ( to access the Applicant Privacy Notice.

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.