Operations Officer

Posting Date:  10/06/22

Location:        Fremont, CA

Department:  Branch Operations



An Operations Officer is a senior operations employee in the branch.  The Operations Officer is responsible for day-to-day management of the branch including servicing customers with depository transactions, opening and maintaining accounts, supporting sales staff and supervising the other operations staff in the branch.


Provide exceptional customer service to internal and external clients on the phone and in person. Interact and establish rapport with all clients that conduct business in the branch. Maintain superior knowledge of all areas of operations to resolve customer problems in a timely and satisfactory manner. Display outstanding interpersonal skills and maintain a professional image at all times. All other duties as assigned.


Ensure exceptional customer service is provided to internal and external clients on the phone and in person. Promote cooperation between all departments of the bank through professional verbal and written communications. Be a leader in the department and in the branch by setting expectations and exemplify them through high quality work habits. Ensure proper controls are in place to mitigate risk to the bank. Ensure branch is audit-ready at all times by ensuring bank policies and banking regulations are adhered to on a continuous basis. Conduct daily reviews of specified reports. Complete periodic certification in a timely and accurate manner to audit requirements. Maintain and utilize the department’s employees to complete operations work accurately and efficiently. Review and approve all large deposits, place uncollected funds holds as appropriate. Review and approve all employee time cards in a timely manner. Effectively identify subordinates abilities and promote applicable training. Perform and complete in a timely manner any special project assigned by the manager.


The Operations Officer is responsible for the overall direction, coordination, and evaluation of this unit and will carry out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Manage a staff appropriate to the branch size and activity levels. Be responsible for all functions related to staffing including interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Responsibilities include writing introductory and annual performance reviews, counseling, hiring and terminating teller, new accounts and utility staff assigned to the branch.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Responsible for ensuring compliance with all aspects of job related laws and regulations. Responsible for keeping compliance knowledge current by attending compliance related training seminars and/or staff meetings and by reading pertinent compliance related materials. Job related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Customer Identification Program (CIP); Expedited Funds Availability Act (Reg CC); Reserve requirements (Reg D/Q); Office of Foreign Asset Control (OFAC): Elder Financial Abuse and Financial Privacy laws.

Benefits include competitive salary, bonus plan, medical, dental, group life & long term care insurance, vision care reimbursement, 401(k), and tuition reimbursement program, and a health club allowance.

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