Service Specialist I

Farmers & Merchants Bank of Central California•Lodi, CA
•Onsite

About The Position

The Service Specialist I handles tasks and duties in the Deposit Operations Services unit within F&M Bank’s Central Operations Department. Assignments primarily include account maintenance and new account review, deposit account transaction review, general ledger reconciliation, and dormant account and escheat monitoring. Duties may also include signature card review, exception item processing, and other responsibilities. The role provides exemplary customer service to internal and external customers and supports a variety of complex customer and department requests and issues on a daily basis. It also assists with troubleshooting operational issues promptly and competently while considering the impact on customers and the Bank.

Requirements

  • High school diploma or equivalent.
  • At least 2 years of previous work experience in back-office banking, branch banking, or a related financial services industry, with proven banking operations experience.
  • Experience in deposit operations, including checks and related transactions, general ledger reconciliation, and dormant account processes.
  • Strong proficiency with PC applications, including the MS Office Suite.
  • Understanding of State and Federal regulatory requirements, with the ability to learn and effectively apply regulations and Bank policies.
  • Above-average written and verbal communication skills.
  • Strong attention to detail and a professional, business-like manner.
  • Ability to work independently while contributing to teamwork and facilitating workflow.
  • Ability to prioritize effectively and stay focused and organized under continuous deadlines and requests.
  • Commitment to operational excellence, high ethical standards, and accurate, precise results.
  • Dependable attendance and punctuality.
  • Successful completion of a credit check is a condition of employment.

Responsibilities

  • Perform account maintenance and new account reviews.
  • Review deposit account transactions.
  • Reconcile general ledger accounts.
  • Monitor dormant accounts and escheat processes.
  • Review signature cards, process exception items, and perform other duties as assigned.
  • Provide exemplary service to internal and external customers.
  • Support complex customer and department requests and issues.
  • Troubleshoot operational issues promptly and competently while considering customer and Bank impact.
  • Prepare concise and accurate documents.
  • Prioritize and organize work to meet continuous deadlines and requests.
  • Maintain dependable attendance and punctuality.
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