Assistant Operations Officer

Commercial Bank of California•Oakland, CA

3d•Onsite

About The Position

The Assistant Operations Officer supports the Operations Manager in overseeing daily operations, security, and procedural compliance to ensure the smooth functioning of centralized services. This role assists in managing branch operations and supervising staff, contributing to the effective coordination of customer service, new accounts, problem resolution, and account servicing. The position involves regular interaction with customers, loan officers, and internal teams, and plays a key role in training staff, planning work schedules, and evaluating staffing needs to maintain operational excellence.

Requirements

Bachelor’s degree (or equivalent experience).
Minimum 3–5 years of experience in banking operations, preferably within a community bank environment.
Strong understanding of banking regulations, operational procedures, and risk management practices.
Excellent leadership, organizational, and interpersonal skills.
Proficiency in core banking systems and Microsoft Office Suite.
Commitment to delivering exceptional service and resolving operational issues with professionalism and empathy.
Experience in guiding teams, fostering collaboration, and promoting a culture of accountability and continuous improvement.
Strong analytical mindset with the ability to identify inefficiencies, assess risk, and implement effective solutions.
Proven ability to manage core banking operations, including transaction processing, reconciliations, and regulatory compliance.
Applicants must be legally authorized to work in the United States at the time of hire.
This position is not eligible for employment sponsorship.

Responsibilities

Manages and provides day-to-day coordination for the bank’s operations area.
Assists Operations Manager in supervising and evaluating workflow to ensure a high level of customer service, accuracy and meeting time deadlines.
Provide services which will include escheatment, non-post items, outgoing wires, ACH support, transit adjustment, research, branch settlement, correspondent bank reconcilement, signature card maintenance, collections, attachments, levies, subpoenas, certifications etc.
Control vault cash and maintain proper level of reserve within prescribed bank limit.
Keep informed on new developments and ideas that would affect operations.
Exercise control over operations area and establishes goals and objectives.
Guide the formulation, implementation and coordination of operations policies, procedures and activities within the bank.
Maintain proper operational standards, which will avoid unnecessary risks and undue exposure.
Communicate Bank policies, procedures and regulations to Bank personnel and ensure compliance and the correction of any deviations.
Perform multiple operations functions in support of the operations department.
Within guideline reconcilement, balances, clears outstanding balances, responds to inquiries and processes specific reports.
Assist customers with bookkeeping issues related to account balances, monthly statements, check hold, returned items, overdrafts, service charges, stop payments, safe deposit etc.
Keep accurate records of all monies involved with receiving and paying transactions.
Assist customers with complex transactions such as collections and/or exchanges.
Operations Certification-conduct and review to ensure accuracy and balancing with proper supporting documents.
Maintain knowledge of Bank policies, procedures and regulations.
Achieve individual and departmental objectives: Establish and manage priorities to ensure the effective and efficient accomplishment of departmental responsibilities.
Ensure that audit reviews are rated at above average or better, take corrective action as necessary when audit standards are not being attained.
Oversee teller duties and assist line with customer transactions during peak periods.
Other duties as assigned.