We are looking for an Exception Services Specialist to support banking operations for a contract position based in Novato, California. In this role, you will investigate transaction and account issues that require manual review, help ensure accurate processing across multiple banking functions, and work closely with internal teams to resolve outstanding items. This opportunity is well suited for someone who brings strong customer service instincts, sound judgment, and the ability to manage exceptions in a fast-paced financial services environment.<br><br>Responsibilities:<br>• Review daily exception queues and take prompt action to resolve transactions or account items that do not process successfully.<br>• Investigate discrepancies involving deposits, checks, wires, loan-related activity, and other banking transactions by analyzing records and available documentation.<br>• Correct processing or input errors to support accurate account activity and reduce operational risk.<br>• Partner with branches and internal departments through phone and email communication to gather missing details and move cases toward resolution.<br>• Record research findings, decisions, and completed actions clearly to maintain a complete audit trail for each case.<br>• Escalate high-risk or complex issues when additional approval or specialized support is needed.<br>• Follow established banking policies, regulatory requirements, and internal control standards throughout exception handling activities.<br>• Assist customers and internal partners with transaction-related questions while delivering attentive service across multiple communication channels.
We are looking for an Exception Services Specialist to support banking operations by handling transaction and account items that require manual review and follow-up. This Long-term Contract position is based in Novato, California, and is ideal for someone who can investigate discrepancies, coordinate with internal teams, and maintain accurate processing in a regulated financial services environment. The role requires sound judgment, strong attention to detail, and the ability to keep exception workflows moving efficiently while delivering dependable internal customer support.<br><br>Responsibilities:<br>• Review exception queues each day, investigate suspended or rejected items, and complete the steps needed to bring transactions to resolution.<br>• Research account variances, posting issues, and balance discrepancies by examining records, identifying root causes, and applying appropriate corrections.<br>• Process exception-related work across banking activities such as checks, wire transfers, deposits, loan items, and other transactions that fall outside standard handling.<br>• Partner with branches and internal support teams to gather missing details, clarify documentation, and resolve outstanding issues in a timely manner.<br>• Detect input or processing inaccuracies, make updates when appropriate, and help prevent repeat issues through careful review of transaction data.<br>• Record findings, actions, and outcomes clearly so that each case is documented accurately and meets audit and compliance expectations.<br>• Escalate high-risk or complex matters when approvals or additional review are needed to ensure proper handling.<br>• Support service quality by responding to internal inquiries, assisting with banking transaction questions, and communicating through email and other business channels.<br>• Use multiple browser-based systems and banking platforms to track cases, verify information, and maintain productivity across concurrent tasks.