Banking Jobs 2026 (Now Hiring) – Smart Auto Apply

Our client, a diversified financial services company providing banking and investing services, is seeking a Banking Ops Specialist for a 7+ month contract role located in Jacksonville, FL. This role is fully onsite. The Banking Ops Specialist III will perform duties as Unclaimed Property and Tax Processes Specialist who is responsible for daily and month-end reconciliation of unclaimed general ledger accounts, managing dormant accounts and unclaimed property filings, supporting account status updates, handling IRS backup withholding processes, and managing state and federal withholding payments for IRA withdrawals. This role is responsible for accurate processing of 1099 corrections and the administration of Nonresident Alien (NRA) and Resident Alien (RA) accounts. This role ensures compliance with IRS regulations, supports regulatory reporting accuracy, and partners with internal teams to resolve tax-related issues. Additionally, this role oversees and distributes tasks within the team's queues. While working under limited supervision, this job supports other banking professionals to ensure that critical tasks are completed on time.

• 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 unclaimed property general ledgers and internal accounts to ensure accuracy of all financial records and identifies and resolves discrepancies.*
• Identify unclaimed property (e.g., dormant accounts, outstanding checks, credit balances).*
• Perform account research to determine owner eligibility and dormancy status.*
• Conduct due diligence outreach to property owners as required by law.*
• Prepare unclaimed property reports to state agencies accurately and on time.*
• Provides solutions to client, branch, and banking inquiries, and escalates issues when necessary.*
• Research, review, and process 1099 corrections (e.g., name/TIN changes, amount adjustments, reclassifications).*
• Ensure timely and accurate submission of corrected forms in compliance with IRS deadlines and requirements.*
• Investigate discrepancies related to 1099 reporting and coordinate resolutions with internal business partners.*
• Maintain documentation and audit trails supporting all corrections and adjustments.*
• Apply appropriate withholding rates and exemptions based on residency status and tax treaties.*
• Monitor account changes that may impact tax reporting or withholding requirements.

Minimum 2 years of relevant experience Banking Ops Specialist in unclaimed property, tax operations, accounting, banking, or compliance related roles.Top 3 Must-Haves (Hard and/or Soft Skills)

• Unclaimed Property Compliance & Regulatory knowledge*
• State Escheatment Knowledge: Working knowledge of state escheatment laws, reporting timelines, due diligence requirements, and remittance processes.*
• Audit & Documentation Experience: Internal financial and reporting systems

Top 3 Nice-To-Haves (Hard and/or Soft Skills)

• Advanced Excel Skills - Reporting and data analysis, including functions such as VLOOKUP.*
• SOVOS (unclaimed property reporting and research) tax and regulatory compliance software platform.*
• Customer Service – outbound calls

Pay Rate $25.40 - $27.40 per hour