Operations Analyst - Onsite

Operations Analyst - Onsite

Genesis10 is currently seeking an Operations Analyst - Onsite position with a Major Financial Institution located in Brea, CA. This is a 3-month contract opportunity. This position is fully onsite. Compensation: Up to $29.00 per hour, W2, based on qualifications.

Position Overview

Reporting to the Branch Service Manager, the New Accounts Representative is responsible for processing a variety of new accounts for customers including checking, IRA, CD, and others. This role involves collecting required information from new customers, completing the account setup process, and answering questions regarding interest rates, fees, and policies. Duties also include responding to customer inquiries, resolving complex issues, operating a cash drawer, and making appropriate referrals to cross-sell a variety of services while complying with all applicable state and federal banking regulations.

Key Responsibilities:

• Assist consumer and business customers in their selection of various accounts, products, and financial services, presenting cross-sell opportunities using professional sales techniques
• 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, complete forms, check credit history, accept initial deposits, and prepare all related documents for processing
• 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 within given authority
• Provide leadership and guidance to BSR staff and communicate training or service concerns to the Branch Service Manager
• Assist management with daily reports and the preparation of daily, weekly, and monthly reporting as assigned
• Comply with operations and security procedures and participate in all dual-control functions
• Provide effective customer service by answering customer questions, investigating and correcting errors, and resolving problems
• Support branch audit certifications (ICRP) processes as duties are assigned

Primary Requirements:

• Associate's Degree in Business or equivalent experience
• 3+ years of new accounts experience, or the equivalent combination of education and experience in 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 relating to retail and commercial account customers
• Broad knowledge of related state and federal banking compliance regulations, and other operational policies
• Intermediate skills in computer terminal and personal computer operation, including word processing, spreadsheet, and account opening software programs
• Effective oral, written, and interpersonal communication skills with the ability to carry out instructions, interpret documents, and speak clearly to customers and employees
• Basic math skills to calculate interest, balance accounts, and count currency and negotiable instruments

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!