Operations Analyst - Onsite

SMBC•Brea, CA

2d•Onsite

About The Position

Genesis10 is seeking an Operations Analyst for an 8-month contract opportunity with a Global Financial Institution in Brea, CA. This role involves performing various back-office functions to support the branch system, including general accounting, reconciliation, research, and operational compliance. The specialist will interact with internal and external customers to ensure smooth banking operations and will be responsible for adhering to all Federal and State laws relevant to the position.

Requirements

3-5 years of experience in a similar role
Good working knowledge of all central operations functions, products, procedures, and compliance
Excellent written and oral communication skills
Strong analytical ability with active listening skills
Ability to work accurately with close attention to detail
Excellent customer service skills with the ability to respond to inquiries or complaints effectively and timely
Ability to take initiative and prioritize tasks with good time-management and problem-solving skills
Ability to maintain confidentiality of sensitive information
Willingness to adapt to changing business needs and deadlines

Responsibilities

Perform back-office functions including general accounting, reconciliation, signature verification, research, file maintenance, and operational compliance
Handle ACH Processing and Returns, Adjustments, and Encoding Errors
Process activity on controlled accounts and reconcile RITS/Official Check Balancing
Manage Customer Telephone Transfers and associated reporting
Address IRS Backup Withholding, year-end Tax Reporting, and Annual State Escheatment/Dormant Accounts
Support Online Banking and Cash Management Services
Process IRA accounts, Reg CC Holds, Levies, Subpoenas, and NSF Reporting
Order branch cash and reconcile the Bank's cash vaults
Open and maintain retirement accounts and process retirement transactions
Troubleshoot, research, and resolve customer concerns and provide error resolution

Benefits

Access to hundreds of clients, most who have been working with Genesis10 for 5-20 years.
The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
Behavioral Health Platform
Medical, Dental, Vision
Health Savings Account
Voluntary Hospital Indemnity (Critical Illness & Accident)
Voluntary Term Life Insurance
401K
Sick Pay (for applicable states/municipalities)
Commuter Benefits (Dallas, NYC, SF, and Illinois)