Operations Analyst - Onsite

Operations Analyst - Onsite

Genesis10 is currently seeking an Operations Analyst - Onsite position with a Regional Financial Institution located in Brea, CA. This is a 4 month contract opportunity.

Reporting to the Branch Service Manager, this role is responsible for processing a variety of new accounts for customers, including checking, IRA, and CDs. The representative will collect required information, complete account setups, and provide excellent customer service regarding interest rates, fees, and bank policies. Duties also include operating a cash drawer, processing transactions, resolving customer issues, and cross-selling bank services while ensuring compliance with all banking regulations.

Responsibilities:

• Assist consumer and business customers in their selection of various accounts, products, and financial services
• Interview customers to obtain information, establish proper identification, and determine the need for reference investigation
• Make decisions regarding the opening of new accounts, assign account numbers, and prepare all necessary documents
• Accurately process all teller transactions including over the counter, night drop, courier, and mail
• Operate computer terminal to process account activity, determine balances, and resolve problems
• Cross-sell products and services as opportunities are recognized
• Provide leadership and guidance to BSR staff and communicate concerns to the Branch Service Manager
• Assist management with daily, weekly, and monthly reporting
• Support branch audit certifications and comply with bank operations and security procedures
• Provide effective customer service by answering questions, investigating errors, and resolving issues

Requirements:

• Associate's Degree in Business or equivalent experience
• 3 or more years of new accounts experience; or the equivalent combination of education and experience
• Work-related experience should consist of a financial institution operations, sales, or customer service background
• Broad knowledge in new account documentations (i.e., Fiduciary, Corporations, etc)
• Intermediate experience, knowledge, and training in branch operation activities, terminology, and products and services
• Broad knowledge of related state and federal banking compliance regulations and other Bank operational policies
• Intermediate skills in computer terminal and personal computer operation, including word processing, spreadsheet, and account opening software
• Effective oral, written, and interpersonal communication skills
• Basic math skills to calculate interest, balance accounts, and count currency

Pay range up to: $29.61 per hour

Only candidates available and ready to work directly as Genesis10 employees will be considered for this position.

If you have the described qualifications and are interested in this exciting opportunity, please apply!