About this opportunity
Robert Half lists this Exception Services Specialist opportunity in novato, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Exception Services SpecialistWe 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.Responsibilities:Review daily exception queues and take prompt action to resolve transactions or account items that do not process successfully.Investigate discrepancies involving deposits, checks, wires, loan-related activity, and other banking transactions by analyzing records and available documentation.Correct processing or input errors to support accurate account activity and reduce operational risk.Partner with branches and internal departments through phone and email communication to gather missing details and move cases toward resolution.Record research findings, decisions, and completed actions clearly to maintain a complete audit trail for each case.Escalate high-risk or complex issues when additional approval or specialized support is needed.Follow established banking policies, regulatory requirements, and internal control standards throughout exception handling activities.Assist customers and internal partners with transaction-related questions while delivering attentive service across multiple communication channels.
Worksite address
novato, CA, 94945, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.