Exception Services Specialist

Description 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. Requirements • 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.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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