Exception Services Specialist

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.

Responsibilities:

• Review exception queues each day, investigate suspended or rejected items, and complete the steps needed to bring transactions to resolution.
• Research account variances, posting issues, and balance discrepancies by examining records, identifying root causes, and applying appropriate corrections.
• Process exception-related work across banking activities such as checks, wire transfers, deposits, loan items, and other transactions that fall outside standard handling.
• Partner with branches and internal support teams to gather missing details, clarify documentation, and resolve outstanding issues in a timely manner.
• Detect input or processing inaccuracies, make updates when appropriate, and help prevent repeat issues through careful review of transaction data.
• Record findings, actions, and outcomes clearly so that each case is documented accurately and meets audit and compliance expectations.
• Escalate high-risk or complex matters when approvals or additional review are needed to ensure proper handling.
• Support service quality by responding to internal inquiries, assisting with banking transaction questions, and communicating through email and other business channels.
• Use multiple browser-based systems and banking platforms to track cases, verify information, and maintain productivity across concurrent tasks.
• Experience in banking operations, deposit operations, transaction processing, or a similar financial services support role.
• Working knowledge of banking products and common exception scenarios involving checks, deposits, wires, and account servicing.
• Strong analytical and problem-solving skills with the ability to investigate discrepancies and determine appropriate next steps independently.
• High level of accuracy and attention to detail when reviewing documents, entering data, and updating transaction records.
• Ability to communicate professionally through email correspondence and with internal service teams to obtain information and resolve issues.
• Comfort navigating multiple browser-based applications and banking systems in a fast-paced operational environment.
• Background in customer service, call center support, or customer success is helpful, particularly when handling inquiries related to banking transactions or connectivity problems.