Account Operations Manager
About The Position
Orange County’s Federal Credit Union (OCFCU) is seeking an Operations Manager who excels at bringing order to complexity, leading teams to achieve their best, and transforming innovative ideas into scalable, compliant, and efficient operations. This role is crucial for powering exceptional member experiences by defining and executing the operational strategy for account administration and related systems. The Operations Manager will establish standardized, risk-based operating models to reduce complexity, improve control, and enable sustainable growth. Through leadership, collaboration, and partnerships with Technology, Risk, and Compliance, this role ensures back-office operations run with precision, efficiency, and purpose, supporting both organizational goals and outstanding member outcomes. The ideal candidate is excited about process design, risk-based thinking, automation, and meaningful leadership, believing that fun and excellence can coexist.
Requirements
- 5–7 years of financial institution operations experience
- Minimum of 3 years in a leadership role managing operational teams
- Experience overseeing account servicing or operational risk functions
- Experience with core banking systems e.g., Jack Henry
- Demonstrated success leading operational improvements, system implementations, or transformation initiatives
- Thoughtful, decisive leader who demonstrates strong judgment, a disciplined approach to risk and governance, and the ability to influence across functions.
- Requires a balance of strategic insight, operational depth, and people-centered leadership.
- California residency and living within a 50-mile commute of our headquarters in Santa Ana.
Nice To Haves
- Bachelor’s degree in Business, Operations Management, or related field preferred
Responsibilities
- Design scalable, risk-based operating models
- Simplify and standardize processes to reduce exceptions and variability
- Drive automation and efficiency across account administration
- Align operations with enterprise transformation initiatives
- Lead and develop supervisors, analysts, and future leaders
- Set clear KPIs, accountability frameworks, and performance metrics
- Build a culture of continuous improvement and operational excellence
- Hire, coach, develop, and recognize high-performing teams
- Manage budgets responsibly and strategically
- Oversee complex account processes with precision and care
- Ensure compliance with federal and state regulations
- Partner with Risk, Compliance, and Legal to strengthen internal controls
- Lead audit readiness and remediation efforts
- Serve as the calm, confident escalation point for sensitive issues
- Identify inefficiencies and redesign workflows for scale
- Standardize documentation to improve clarity and consistency
- Use data and metrics to monitor performance and uncover opportunities
- Lead initiatives focused on efficiency, accuracy, automation, and risk reduction
- Provide operational leadership for systems
- Lead UAT and operational readiness for system updates
- Collaborate with Technology and vendors on enhancements that matter
- Champion innovation that improves both staff and member experiences
- Partner closely with Retail, Business Services, Digital Banking, Risk, and Tech
- Serve as a subject matter expert on account and operational processes
- Help ensure enterprise initiatives succeed operationally—not just on paper
Benefits
- Comprehensive health benefits, including Anthem, Delta Dental, and VSP, effective from your first day.
- Life insurance at no cost
- 401(k) plan with an employer match up to 6%
- 18 days of vacation annually
- Seven (7) sick days annually
- Paid holidays
- Annual merit increases
- Discretionary bonuses
- Educational grants up to $1,000 per year
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
