Operations Officer

Commercial Bank of California•Danville, CA

22h•$85,000 - $110,000•Onsite

About The Position

The Operations Officer is responsible for overseeing daily branch operations, ensuring security, procedural compliance, and the consistent execution of centralized services. This role manages the branch operations department and plays a key part in delivering exceptional customer service while maintaining operational efficiency. The Operations Officer interacts regularly with customers, loan officers, and internal staff to support daily activities and resolve issues related to operations, new accounts, and account servicing. Responsibilities also include supervising staff, coordinating teller and functional area activities, planning work schedules, evaluating staffing needs, and providing training to ensure a high-performing team.

Requirements

Bachelor’s degree in Business Administration, Finance, or related field
5–7+ years of progressive experience in bank operations, with demonstrated leadership responsibilities. (Community banking environment preferred.)
In-depth knowledge of banking regulations, operational procedures, and risk management practices.
Proven ability to lead teams and manage complex operational environments.
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.

Responsibilities

Manage and provide day-to-day coordination for the bank’s operations area, supervising and evaluating workflow to ensure a high level of service, accuracy, and timely completion of tasks.
Provide a wide range of operational services including escheatment, non-post items, outgoing wires, ACH support, transit adjustments, research, branch settlement, correspondent bank reconcilement, signature card maintenance, collections, attachments, levies, subpoenas, and certifications.
Handle exception item processing, branch certifications, and dormant/inactive account processing.
Control vault cash and maintain reserve levels within prescribed bank limits.
Oversee and review the opening of new accounts to ensure accuracy and compliance.
Stay informed on industry developments and innovations that impact operations, while setting goals and objectives for the department.
Guide the formulation, implementation, and coordination of operational policies, procedures, and activities across the bank.
Maintain high operational standards to minimize risk and exposure.
Communicate bank policies, procedures, and regulations to staff, ensuring compliance and addressing any deviations.
Perform various operational functions in support of the department’s daily needs.
Reconcile accounts, clear outstanding balances, respond to inquiries, and process reports within established guidelines.
Assist customers with complex account-related issues including bookkeeping discrepancies, monthly statements, check holds, returned items, overdrafts, service charges, stop payments, safe deposit access, and collections or exchanges.
Maintain accurate records of all monetary transactions.
Conduct and review operations certifications to ensure accuracy and proper documentation.
Establish and manage departmental priorities to achieve individual and team objectives efficiently.
Ensure audit reviews meet or exceed expectations, and take corrective action when necessary to maintain compliance and performance standards.