Operations Analyst/ New Accounts Representative(SMBCADJP00001018) – Amicis Global Technologies – Jobs in Brea, CA | OpenJobs AI

Job Details

Overview Company

Operations Analyst/ New Accounts Representative(SMBCADJP00001018)

Amicis Global Technologies

a day ago

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OnsiteFull-timeMid

Summary

Amicis Global Technologies is seeking an Operations Analyst/ New Accounts Representative to join their team in Brea, CA. The role involves processing new accounts for customers, including checking, IRA, and CD accounts, while ensuring compliance with banking regulations.

About the Role

As an Operations Analyst/ New Accounts Representative, you will be responsible for collecting required information from new account customers, completing account setup processes, processing account changes, and assisting with daily audit certifications. You will provide information regarding interest rates, fees, and bank policies, respond to customer inquiries, and operate a cash drawer while ensuring compliance with all bank policies and procedures.

About You

Required:

Associates Degree in Business or equivalent experience.
3 or more years of new accounts experience or equivalent combination of education and experience.
Broad knowledge in new account documentation and banking compliance regulations.

Preferred:

Experience with Fiduciary/Trust Accounts and understanding of legal documents used to open such accounts.
Experience with Horizon Classic and XE.

Benefits

Opportunity for extension beyond the initial 3-month duration.
Comprehensive training and support from management.

Amicis Global Technologies

Backed by more than 4 decades of Management experience, Amicis is a premier Staffing and Recruitment firm serving our clients across the globe. Our goal is to help our clients stay focused on their core business while we help them hire the best consultants and employees across the globe. Our diverse team leverages empathy, data and creativity to deliver best experience for our clients and consultants. We primarily cater our wider range of services to the Staffing and Recruitment sector globally providing recruitment services into the Healthcare, Telecom, Pharma, Construction, Energy, Contracting, Engineering and Manufacturing industries in the Canada, USA & India. Amicis serves its global clients from offices in Brampton, ON and Vadodara, India.

Brea, CA