Job Description
Responsibilities
• Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone.
• Troubleshoot, research, resolve, customer concerns and provide error resolution as needed.
• Open and maintain retirement accounts and processes Retirement transactions as required
• Adhere to bank policies and support Management decisions and goals in a positive, professional manner.
• Complete required training and accountable for compliance with all Federal and State laws related to position.
• Good working knowledge of all central operations functions, products, procedures, and compliance.
• Excellent interpersonal skills with the ability to effectively lead and work with individuals and groups at all organizational levels; ability to work independently and as part of a team.
• Excellent customer service...
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Submit ApplicationJob Details
- Location Brea, California
- Job Type Full-time
- Category Business Operations Specialists
- Posted Date June 12, 2026
- Application Deadline July 22, 2026