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Operations Analyst

Company

Genesis10

Location

Brea, California

Type

Contract


Genesis10 is currently seeking anΒ Operations Analyst - Onsite for a contract position with a Regional Financial Institution located in Brea, CA. This is a 3+ month contract opportunity.


Pay range: $34.65 - $38.65 per Hour



This role is responsible for processing a variety of new accounts for customers, including checking, IRA, and CD accounts, with a special emphasis on Fiduciary and Trust accounts. The ideal candidate will collect and process required information, answer customer questions regarding rates and policies, and cross-sell bank services while ensuring compliance with all state and federal 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...
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