Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are seeking a talented and experienced
Business Operations Manager (Banking) to join our team. This role can be based at one of our
San Diego locations-either our Torrey Pines HQ or our Golden Triangle offices-or at our Irvine Corporate Center. This is an in-office position with some travel required across the state.
Essential Functions:
- Senior leader responsible for ensuring operational integrity, compliance with policies, and partners on product, policy and process development that supports the bank's branch network.
- Manager acts as a point of escalation for operational losses, business continuity, customer complaint and resolution and is tasked with maintaining high standards for risk management and operational performance of the branch network
- Ensures adequate and efficient branch staffing using the branch staffing model and management of utility staff
- Strong grasp of branch operations, bank policies, procedures, and regulations governing job responsibilities
- Responsible for transaction approvals within assigned limits
- Communicate Bank policies, procedures, and regulations to branch personnel in coordination with the Division Sales Executive
- Collaborates effectively with central Enterprise Risk Management, Bank Operations, and Product Partners as it relates to branch banking and retail products
- Identify opportunities for process improvement to optimize branch operational performance
- Review and analyze existing business-specific work processes and propose changes
- Responsible for providing training as needed
- Additional responsibilities: other duties as assigned, demonstrating flexibility.
Qualifications:
- Requires a bachelor's degree in business administration, finance, banking, or a related field. Minimum of 7 years' experiencewith a proven track record in banking, management, financial analysis, risk management, and relationship management.
- Thorough understanding of banking regulations and laws. A combination of education and experience may meet requirements.
- Management of direct reports to include coaching and communication skills, both verbal and written.
- Exceptional ability to interact with senior management and customer personnel on matters requiring coordination across organizational lines.
- Ability to identify, analyze, and resolve issues, enhancing the client and employee experience.
- Excellent strategic planning, project, and change management skills. Ability to meet deadlines.
- Ability to adapt to changing environments and circumstances to complete assignments effectively, ensuring continuous improvement in client and employee satisfaction.
- Advanced experience in identifying and assessing solutions and creating business and financial cases to enhance the client and employee experience.
Pay Range: $170,000 - $200,000 based on experience and other job-related factors.
Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
- Employee Ambassador preferred banking products
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BankTalent HQ
Competitive
vision insurance, parental leave, paid time off, tuition reimbursement, 401(k), profit sharing
Feb 27, 2025