Operations Analyst

Genesis10 is currently seeking an 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...