Banking Operations Manager

O. C. Credit Union • Santa Ana, CA

9h • Hybrid

About The Position

At Orange County’s Federal Credit Union (OCFCU), banking is personal. For over 85 years, OCFCU has helped members achieve life goals by building relationships. With over $3 billion in assets and 145,000+ members, OCFCU is recognized as a top employer, consistently ranked #1 Credit Union by the Orange County Register and honored for workplace satisfaction. The Operations Manager role is crucial, serving as the engine for exceptional member experiences by managing account administration and related systems. This position focuses on defining and executing operational strategies, establishing standardized, risk-based operating models to reduce complexity, improve control, and enable sustainable growth. The role requires effective leadership, cross-functional collaboration, and partnership with Technology, Risk, and Compliance teams to ensure back-office operations run with precision, efficiency, and purpose.

Requirements

• Bachelor’s degree in Business, Operations Management, or related field preferred
• 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
• Disciplined approach to risk and governance
• Ability to influence across functions
• Balance of strategic insight, operational depth, and people-centered leadership
• California residency and living within a 50-mile commute of Santa Ana

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

• Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day.
• Financial Security: Life insurance at no cost and a 401(k) plan with an employer match up to 6%.
• Work-Life Balance: 18 days of vacation and seven (7) sick days annually and paid holidays.
• Recognition & Growth: Annual merit increases, discretionary bonuses, as well as educational grants up to $1,000 per year.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager