Reconciliations & Monitoring Specialist Sr
The Senior Reconciliations and Monitoring Specialist is responsible for daily and monthly reconciliation and approval of general ledger and settlement accounts, manages dormant accounts for compliance with unclaimed property laws, and supports the retention and reactivation of client accounts. Additionally, the role involves handling IRS B Notice processes, managing state and federal withholding payments for IRA withdrawal while mentoring teammates, and overseeing peer work.
Key Responsibilities and Duties
Communicates and corresponds with account owners regarding questions regarding unclaimed property laws and regulations, while ensuring compliance with said laws and regulations.
Processes state and federal withholding and backup withholding payments in compliance with IRS and state regulations.
Reconciles general ledgers and internal accounts to ensure accuracy of all financial records and identifies and resolves discrepancies.
Provides solutions to client, branch, and banking inquiries, and escalates issues when necessary.
Approves general ledger reconciliations for the team.
Mentors and trains associates, leveraging subject matter expertise to provide effective coaching and guidance.
Assists management with overseeing the day-to-day operations, including workflow assignments, daily report review, and performing quality oversight of completed tasks.
Acts as subject matter expert on related transformational and operational initiatives; responsible for user acceptance testing (UAT), audit responses, and transformational initiatives.
Assists management in implementing process improvements and driving operational excellence.
Educational Requirements Vocational and/or Technical Education Preferred
Work Experience 3+ Years Required; 5+ Years Preferred
Physical Requirements Physical Requirements: Sedentary Work
Career Level
4IC
Preferred Qualifications 1-5 years of retail banking experience with reconciliation of general ledgers, dormant, and unclaimed property processing preferred.
Adheres to federal and state banking regulations and corporate rules and regulations
Assist with customer inquiries, provide guidance, and resolve issues in a timely and professional manner.
Excellent communication and interpersonal skills
Reconciliation of general ledger experience to ensure bank compliance and risk mitigation.
Strong analytical and problem-solving skills
Hybrid work is a minimum of four days a week, one flexible day for remote work.
Posting End Date: 5/10/25
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