Exception Services Associate at BANK OF MARIN

Novato, California, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Oct, 26

Salary

29.56

Posted On

10 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Banking Systems, Regulatory Compliance, Data Entry, Customer Service, Analytical Thinking, Mathematical Aptitude, Microsoft Excel, Microsoft Word, Microsoft Outlook, Written Communication, Verbal Communication, Problem Solving

Industry

Banking

Description

Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking an Exceptions Services Associate to be onsite in Rancho Cordova, California or Novato, California. The role will be required to act as the central resource for all internal/external clients. This person will be responsible to analyze, classify, record, and verify various deposit/loan exception items in conjunction of Bank policy and regulatory requirements. This person will provide support and trouble shoot problems by providing sound information to branches/customers with respect to customer or exception activities. Job Requirements: * Knowledge of applicable Banking Systems and Operating systems * Knowledge with bank operations policies and procedures * Knowledge of banking rules and regulatory requirements, including but not limited to Regulation * CC, E, J, Check 21, Bank Secrecy and ACH * Ability to interpret and apply governing regulations and banking rules appropriately * Ability to utilize various resources available to research questions and problems * Ability to understand the impact and effect each entry will have on customers and bank * Skills in entering data on a computer with speed and accuracy * Ability to meet the demands of a fast paced deadline oriented environment * Ability to stay on task with repetitive work and complete within required timeframes * Attention to detail and the ability to accurately perform large volumes of work and phone calls * Ability to provide exceptional customer service and telephone skills * Verbal and written communication skills * Analytical and mathematical aptitude * Ability to work independently and with co-workers * Knowledge and experience working with Microsoft Excel, Word and Outlook * Ability to solve problems with an open and positive attitude toward finding solutions to challenges presented * Ability to collect necessary supporting signatures and required documentation when handling any deposit or loan exception * Ability to utilize resources available such as Core Client Support, other departments or branches to resolve problems * Ability to communicate verbally and in writing in a clear and concise manner with internal and external clients about any exception * Ability to collect and validate necessary supporting signatures and required documentation when handling any exception * Ability to document and report identified problems timely to Department Lead/Supervisor/Manager * Ability to seek assistance from Lead, Supervisor or Manager when providing assistance to Branch personnel, or Branch Services for Exception questions or requests Professional Experience: * Minimum 1 year related experience and/or training. Educational Experience: * High school diploma or general education degree (GED) and/or one year certificate from college or technical school; or equivalent combination of education and experience. The hiring pay range for this position is $21.59 to $29.56. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability

Responsibilities

The associate acts as a central resource to analyze, classify, and verify deposit and loan exception items according to bank policy and regulations. They provide troubleshooting support and information to branches and customers regarding exception activities.