
Operations Analyst
Responsible for servicing high net worth and customized customers by handling customer issues, processing exception items, researching out of balances, and ensuring daily transactions are processed accurately and efficiently. Performs a variety of operational functions such as opening accounts, reviewing reports, preparing correspondence and participating in special projects designated to the department. Partners with the lending team to process loan payments and advances on loans in an efficient and timely manner. Handles customer service issues and is accountable for back office procedures related to shared branch deposits, product demonstration and maintenance, reviewing multiple databases to ensure consistency of customer information. Reviews and analyzes documentation for new customer accounts to identify and mitigate Know Your Customer (KYC) and Customer Identification Program (CIP) risks.
4-6 years’ of related work experience and/or training
Prior banking experience required
Advanced Analytical and data management skills (excel usage, Bloomberg, Macro writing and Database Queries)
Documentation
Time Management
MS Excel
MS Word
MS PowerPoint
Lean Methodology
Fiserv Premier product suite
WireXchange
Process Improvement
Verbal communication
written communication
Self-Driven
Detail Oriented and Organized
According to JobzMall, the average salary range for a Operations Analyst in 3 MacArthur Pl, Santa Ana, CA 92707, USA is $49,917 - $96,069. This range is based on salaries reported by JobzMall users for this type of position in the area.
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Banc of California is a bank serving the state of California with 30+ banking branches in Southern California.

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