Operations Analyst - Onsite

SMBC•Brea, CA

3d•Onsite

About The Position

Genesis10 is seeking an Operations Analyst for a 4-month contract opportunity with a Regional Financial Institution in Brea, CA. This onsite role reports to the Branch Service Manager and is responsible for processing various new accounts (checking, IRA, CDs), collecting customer information, setting up accounts, and providing customer service regarding rates, fees, and policies. The role also involves operating a cash drawer, processing transactions, resolving issues, and cross-selling services while adhering to banking regulations.

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

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

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)