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Bank of Marin
Exception Services Associate II
Career Insights for Personal Banker
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Based on California data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$77,985 / year median in California
-22% projected decline
Job Description
Bank of Marin, voted by our employees as one of the Best Places to Work in the North Bay Business Journal, is seeking an Exceptions Services Associate II to be onsite in Rancho Cordova, California or Novato, California.
The Exception Services Associate II will be required to act as the central resource for all internal/external clients. This person will be responsible to analyze, classify, record, and verify various deposit/loan exception items in conjunction of Bank policy and regulatory requirements. This person will be responsible to handle legal correspondence as it relates to levies and subpoenas request by government agencies. This person will be responsible to collect data and accurately input all Currency Transaction Reports daily as required by BSA. This person will provide support and trouble shoot problems by providing sound information to branches/customers with respect to customer activities.
The hiring pay range for this position is $22.85 to $32.47. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.
Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability
The Exception Services Associate II will be required to act as the central resource for all internal/external clients. This person will be responsible to analyze, classify, record, and verify various deposit/loan exception items in conjunction of Bank policy and regulatory requirements. This person will be responsible to handle legal correspondence as it relates to levies and subpoenas request by government agencies. This person will be responsible to collect data and accurately input all Currency Transaction Reports daily as required by BSA. This person will provide support and trouble shoot problems by providing sound information to branches/customers with respect to customer activities.
Job Requirements:
Knowledge of applicable Banking Systems and Operating systemsKnowledge with bank operations policies and proceduresKnowledge of banking rules and regulatory requirements, including but not limited to RegulationCC, E, J, Check 21, Bank Secrecy and ACHAbility to interpret and apply governing regulations and banking rules appropriatelyAbility to utilize various resources available to research questions and problemsAbility to understand the impact and effect each entry will have on customers and bankSkills in entering data on a computer with speed and accuracyAbility to meet the demands of a fast paced deadline oriented environmentAbility to stay on task with repetitive work and complete within required timeframesAttention to detail and the ability to accurately perform large volumes of work and phone callsAbility to provide exceptional customer service and telephone skillsVerbal and written communication skillsAnalytical and mathematical aptitudeAbility to work independently and with co-workersKnowledge and experience working with Microsoft Excel, Word and OutlookAbility to solve problems with an open and positive attitude toward finding solutions to challenges presentedAbility to collect necessary supporting signatures and required documentation when handling any deposit or loan exceptionAbility to utilize resources available such as Core Client Support, other departments or branches to resolve problemsAbility to communicate verbally and in writing in a clear and concise manner with internal and external clients about any exceptionAbility to collect and validate necessary supporting signatures and required documentation when handling any exceptionAbility to document and report identified problems timely to Department Lead/Supervisor/ManagerAbility to seek assistance from Lead, Supervisor or Manager when providing assistance to Branch personnel, or Branch Services for Exception questions or requestsProfessional Experience:
2 - 4 years related experience and/or training.Educational Experience:
High school diploma or general education degree (GED) and/or one year certificate from college or technical school; or equivalent combination of education and experience.The hiring pay range for this position is $22.85 to $32.47. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.
Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability