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Operations Generalist

NANO BANC

Operations Generalist

Irvine, CA
Full Time
Paid
  • Responsibilities

    Job Purpose:

    ****Provides personalized banking services to financial institution customers by performing the following duties:

    • Represents Nano Banc to the customers in a friendly, positive, and professional manner greeting members and guests as they enter the facility and during their visit.
    • Provides prompt, efficient, confidential, and accurate service in the processing of transactions.
    • Sell products and services as deemed appropriate for the specific customer.
    • Ensures proper documentation requirements are met for all accounts maintained by the Banc.
    • Utilizes proper screening tools such as ChexSystems and OFAC as a part of the new accounts opening procedures.
    • Places holds on accounts for uncollected funds as deemed necessary.
    • Learn to recognize client needs for services and presents and refers them appropriately.
    • Assists with monetary transactions for members (i.e., deposits, withdrawals, loan payments, check cashing, miscellaneous receipts) and other normal inquiries including examines checks for endorsements.
    • Opens new accounts and maintains existing accounts according to the established policies and procedures of the Banc.
    • Participate in all Branch functions necessary to contribute to the achievement of the branch earnings and growth objective.
    • Participates in sales meetings and training programs to obtain and refine product knowledge and selling skills.
    • Answers basic customer questions regarding their accounts (i.e., current balance, checks cleared).
    • Responds to customer requests, problems, and complaints, and/or directs them to the proper person for specific information and assistance.
    • Review and call back of daily new accounts, maintenance reports and notices.
    • Adhere to all Bank policies and procedures. Performs all other duties as assigned.

    **** ** Qualifications** :

    • Associate degree or equivalent from two-year college or technical school; or six months to one-year related experience and/or training; or equivalent combination of education and experience.
    • Strong organizational skills: Ability to manage multiple tasks and priorities effectively.
    • Attention to detail: Accuracy in processing transactions and maintaining records.
    • Problem-solving skills: Ability to identify and resolve operational issues.
    • Communication skills: Ability to communicate effectively with both internal and external stakeholders.
    • Customer service skills: Ability to provide excellent customer service.
    • Knowledge of banking operations: Understanding of banking processes, procedures, and regulations.
    • Computer proficiency: Proficiency in using banking software and other relevant computer applications. Ability to work independently and as part of a team.

    ****Work Conditions:

    • While performing the duties of this job, the employee is occasionally required to stand, walk; sit; use hands to finger, handle, or feel, occasionally lift one to fifteen pounds.
    • Working Conditions are in office.
    • The noise level in the work environment is usually moderate.

    ****Training: Must complete all required mandatory and regulatory training.

    Bank Secrecy Act (BSA): Follow all policies and procedures of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Office of Foreign Asset Control (OFAC).

    The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform any other related duties as assigned by their supervisor. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.