Service Specialist I

Fmbonline; Lodi (CA); On-site; USD 20,000 - 23,000; Full time

Job summary

F&M Bank is seeking a Service Specialist I in Lodi, CA. The role focuses on deposits operations in the Central Operations/Deposit Operations Services unit, including account maintenance, new account review, transaction review, and reconciliation tasks.

Proper handling of dormant/escheat monitoring and related duties will be part of daily responsibilities. The ideal candidate has experience in deposit operations, ability to learn regulatory requirements, and strong attention to detail.

Qualifications

• Experience in deposit operations, including checks and related transactions, general ledger reconcilement, and dormant account processes.
• Ability to prepare concise and accurate documents with understanding of State and Federal regulatory requirements and quickly learn bank policies.
• Professional self-starter who can work independently yet collaborate in a team.
• Demonstrates prioritization, focus, and organization under deadlines.

Responsibilities

• Handle tasks in the Deposit Operations Services unit: account maintenance and new account review, deposit account transaction review, general ledger reconciliation, and dormant and escheat monitoring.
• May include signature card review, exception item processing, and other duties as assigned.
• Deliver exemplary customer service to internal and external customers and support for complex requests; troubleshoot operational issues quickly while considering impact.

Job description

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Service Specialist I

Admin Corp-eft-officers Full Time Equivalent Lodi, CA, US

7 days ago Requisition ID: 1066

Salary Range: $20.00 To $23.00 Annually

Service Specialist I

Department: Central Operations/Deposit Operations Services

Employment Status: Full Time, Non-Exempt

Location: Lodi

Supervises Others: No

Salary:$20.00 – 23.00 (Commensurate with experience and qualifications)

F&M Bank’s Service Specialist I is primarily responsible for handling tasks and duties in the Deposit Operations Services unit within our Central Operations Department. Assignments will primarily include account maintenance and new account review, deposit account transaction review, general ledger reconciliation, and dormant and escheat monitoring, but may also include signature card review, exception item processing, and other duties.

• The Service Specialist I delivers exemplary customer service to both internal and external customers and provides support for a variety of complex customer/department requests and issues on a daily basis
• Assist with troubleshooting operational issues quickly and competently while maintaining a focus on customer and Bank impact

Who are we looking for?

• An individual with experience in deposit operations; including checks and related transactions, general ledger reconcilement, and dormant account processes
• An individual skilled in preparing both concise and accurate documents, with an understanding of State and Federal regulatory requirements and with the ability to quickly learn regulations and Bank policies and then effectively apply the newly learned information

§ A professional self-starter who has the ability to work independently yet demonstrates teamwork in facilitating workflow

§ Someone who understands how to prioritize effectively and remains both focused and organized when faced with the pressure of continuous deadlines and requests

• An excellent communicator who has above average written and verbal communication skills
• A person who pays continuous, high-level attention to detail and always presents a professional, business-like manner
• A person devoted to operational excellence, adhering to high ethical standards and who maintains focus to deliver results accurately and precisely
• A reliable team member who maintains an excellent attendance record. Dependable attendance and punctuality by all employees are critical to the Bank’s success.

Also required:

• Successful completion of a credit check is a condition of employment
• Minimum of high school diploma or equivalent
• Minimum 2 or more years of previous work experience in back-office banking, branch banking or related financial services industry with proven experience in banking operations