Operations Officer II

Bank of Guam•San Francisco, CA

6h•Onsite

About The Position

As an Operations Officer, you will be an instrumental part of driving deposit growth for TASI Bank to $10 million in increased Deposits by year-end 2025. You will need to analyze and recommend the perfect deposit product(s) for our commercial customers and provide them with ongoing customer service and support. You will be responsible for sales and service and will be their go-to person for the deposit relationships. The Operations Officer III is responsible for directing and administering the operational efforts of the branch. Ensures that established policies and procedures are followed. Oversees provision of a full range of services to customers and prospective customers. Ensures that customers are promptly and professionally served. May on occasion be asked to train, direct, and supervise branch staff. Insures quotas of branch transactions, loan volumes, expenses, and profitability are in line with Bank standards. At Tasi Bank, we have a singular clear voice. In a single word: MAVERICK (adjective) displaying an independence of thought, not going along with a group or party. But more than simply being a “maverick” we strive to be a “Good Maverick,” which we define as being courageous, willing to help others and to do the unexpected. As Good Mavericks, we are creative, good natured and always “Building Value” for our customers. We want to do good and be kind because that’s who we are. TASI Bank is the Maverick of community banking, challenging the market for the good of the client. We have a unique personality and a voice to match. We want it to come across in everything we say and everything that we set out do on behalf of clients and employees. The way Tasi Bank conducts business is greatly impacted by our core values. Positive mental Attitude, Coachable, Resilience, Goal Driven, Work Independently and Patience represent the values and guiding principles for who we are and what we do when we produce and deliver “extra” ordinary service and results. Everything we say and do at TASI Bank is the real deal. Our values and beliefs define our actions because they are authentic.

Requirements

Adhering to numerous deadlines throughout the day (i.e., Exception Item Processing, Wire Transfers, etc.).
Attention to details and accuracy.
Ability to multitask and maintain concentration and focus.
Have an understanding and knowledge of responsibilities to prioritize tasks and work effectively.
Ensure the bank is in compliance with all AML/BSA regulations.
Proficiency of Microsoft Office and telephone protocol.
Strong organizational and planning skills.
Computer literate with the ability to learn new software applications.
Professional verbal and written communication skills and the ability to type 60 wpm.
Visibility of work requires attention to detail.
Excellent organizational skills and discretion to confidential information.
Excellent time management and ability to multi-task and prioritize.
Able to work flexible hours.
Associates Degree and four (4) years of experience in a related field OR High school diploma or equivalent and five (5) years of administrative/office experience.
Thorough knowledge of Bank services and products.
Understanding of related legal and regulatory requirements.
Familiarity with Branch functions, policies, and procedures.
Minimum 5 years of operations experience required.

Nice To Haves

Five (5) years of administrative/office experience preferred (as an alternative to an Associate's Degree).

Responsibilities

Identify areas of concern, with recommended solutions (i.e., improving workflow and procedures, potential risks for both the Bank and customers).
Be competent (i.e., Having the knowledge, skills and experience to perform financial tasks and operate effectively in a financial system).
Have an expert understanding of deposit products and how to integrate them into our client’s workflow.
Have the interpersonal skills to include listening to comprehend and interact with customers, prospects and internal staff.
Communicate effectively, orally and in writing.
Understand all the regulatory and operational risks.
Assure staff development, training, and cross-training are to be done and in the most efficient manner possible without jeopardizing the smooth operation of the facility and should be conducted in complete adherence to bank’s policies and procedures.
Assist in preparing work schedules and assigns duties to operations personnel to ensure efficient operation of department or branch.
Participate in maintaining good customer relations by giving efficient service and in developing new business.
Demonstrate brand behaviors through daily interactions with colleagues, coworkers, customers and other employees.
Able to lead, influence, and build camaraderie within the department and or branch.
Respond to external/internal inquiries (departments) by phone or email as it pertains reference to training or customer concerns.
Represent/participate in Bank sponsored events and community outreach programs.
Onboard customer for new accounts.
Cross sale bank products.
Make sure that the branch is opened regularly as scheduled and that the staff, officers, as well as supplies and equipment, in good working order, are available for the efficient operation of the branch.
Insure that the following guides and schedules are complete and are done in a manner consistent with and in complete adherence to all approved policies and procedures including but not limited to UPM: General operations, Audit and Certification Guide; Operations Report Schedule; General Operations Routine Guide.
Service and support cannabis customer accounts, onboard and service Intrafi customers, monitoring of all Armor Carrier activity such as daily balancing, credit to customers’ accounts, vault balancing and monitoring, cash shipments to FRB and CTR processing.
Complete all other duties/tasks or projects as assigned to support the needs of the Department and/or Business.
Work with security vendor for all trouble shooting and maintenance requirements and alarm issues.
Account for, preserve and protect all the assets and interest of the Bank.
Assure all procedures and policies regarding security and controls are followed and implemented at all times.
Adhere to all State and Federal Banking Regulations.
Complete all bank mandated training.