Exception Services Associate

BANK OF MARIN•Novato, CA

2d•$22 - $30•Onsite

About The Position

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 with 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.

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

Responsibilities

Analyze, classify, record, and verify various deposit/loan exception items in conjunction with Bank policy and regulatory requirements.
Provide support and trouble shoot problems by providing sound information to branches/customers with respect to customer or exception activities.
Collect necessary supporting signatures and required documentation when handling any deposit or loan exception.
Utilize resources available such as Core Client Support, other departments or branches to resolve problems.
Communicate verbally and in writing in a clear and concise manner with internal and external clients about any exception.
Collect and validate necessary supporting signatures and required documentation when handling any exception.
Document and report identified problems timely to Department Lead/Supervisor/Manager.
Seek assistance from Lead, Supervisor or Manager when providing assistance to Branch personnel, or Branch Services for Exception questions or requests.