Service Specialist I

Farmers & Merchants Bank of Central California•Lodi, CA
•$20 - $23

About The Position

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

Requirements

  • Minimum 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 in PC applications, including the MS Office Suite.
  • Ability to prepare concise and accurate documents.
  • Understanding of State and Federal regulatory requirements and ability to learn and apply regulations and Bank policies.
  • Above-average written and verbal communication skills.
  • Strong attention to detail and ability to remain focused and organized amid continuous deadlines and requests.
  • Ability to work independently while demonstrating teamwork in facilitating workflow.
  • Professional, business-like manner, high ethical standards, and commitment to operational excellence.
  • Dependable attendance and punctuality.
  • Successful completion of a credit check is a condition of employment.

Responsibilities

  • Handle account maintenance and new account review.
  • Review deposit account transactions.
  • Perform general ledger reconciliation.
  • Monitor dormant accounts and escheat processes.
  • Review signature cards, process exception items, and perform other assigned duties.
  • Deliver exemplary customer service to internal and external customers.
  • Support complex customer and department requests and issues.
  • Troubleshoot operational issues quickly and competently while considering customer and Bank impact.
  • Prioritize work, facilitate workflow with the team, and deliver accurate results.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service