Regional Operations Officer

Cathay Bank•Westminster, CA

11d

About The Position

The Regional Operations Officer travels to branches within an assigned region to provide operational coverage, including substituting for the Customer Service and Sales Manager during vacations, emergencies, or other absences. The role performs the branch’s regular daily functions, supervises operations staff, and helps maintain branch operational integrity and compliance with regulations and bank policies and procedures. The officer may assist with reports for branch pre- and post-audit reviews, provide training and guidance to branch employees, and support merger and acquisition conversions on site. The position requires completing assignments with minimal supervision, meeting deadlines, reviewing risk management reports, and escalating potential loss situations to senior management and appropriate bank units. It also provides customer service, identifies opportunities to cross-sell bank products and services, and may serve as the branch Safety and/or Security Officer when necessary.

Requirements

2 to 4 years of branch operations experience.
Good understanding of overall banking rules and standard practices.
Availability to work any shift that matches branch banking hours and/or staffing needs.
Willingness to work a flexible schedule.
Willingness to travel within a 30–50-mile radius to multiple locations as business needs arise.
PC literacy and typing proficiency.
English proficiency.
Detail orientation and strong verbal and written communication skills.
Ability to work in a team environment or independently.
Ability to communicate professionally with all levels of bank employees.
Ability to demonstrate exemplary customer service.

Nice To Haves

College degree with business classes preferred.
Previous experience as an Operations Officer or Customer Service Manager preferred.
Bilingual proficiency in English and Mandarin or Cantonese is a plus.

Responsibilities

Travel to branches and assume the regular functions of the branch’s Customer Service and Sales Manager during their absence.
Perform regular daily branch functions and supervise operations staff.
Complete and follow through on assignments and projects to meet deadlines.
Review risk management reports daily.
Use sound judgment to ensure potential loss situations receive appropriate visibility with senior management and relevant bank units.
Provide consistent quality customer service.
Identify opportunities to cross-sell bank products and services and make referrals to appropriate employees or business partners.
Act as the branch Safety and/or Security Officer when necessary.
Assist with reports for branch pre- and post-audit reviews, as needed.
Provide training and guidance to branch employees as needed.
Provide on-site operational support during merger and acquisition conversion activities.
Ensure regulatory compliance and staff adherence to bank policies and procedures.
Maintain operational integrity of the branch.