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Operations Officer (Floating) - Br. Adm.

Millbrae, CA, USA Req #573
Thursday, June 13, 2019


Travel to various branches in Northern California to work as substitute for Customer Service and Sales Manager during absences, including vacations and emergency situations. Perform all regular daily functions including supervising operations staff. Conduct and prepare reports for branch pre-audit and post-audit reviews. Provide training and guidance to branch employees as deemed necessary. Participate in conversion activities during mergers/acquisitions by providing on-site operational support. Perform assigned tasks with minimal supervision.


Assumes regular functions of the Customer Service and Sales Manager in their absence.

Identifies and resolves operations, customer service, compliance and training issues and problems. Escalates major issues to Operations Administration with recommendation and corrective solutions when applicable.

Assists in conducting branch pre-audit and post-audit reviews and resolves any operational audit findings.

Provides training and guidance to branch employees as necessary.

Completes and follows through on all assignments or projects to meet deadlines.

Utilizes good judgment to ensure that any potential loss situation that could adversely affect the Bank is given an adequate level of visibility with senior management as well as appropriate units within the Bank. Ensure daily review of risk management reports.

Safety and/or Security Officer for the branch when necessary.


College degree with business classes preferred.

2 to 4 years branch operations experience required. Previous experience as an Operations Officer/Customer Service Manager required. Good understanding of overall banking rules and standard practices.

PC literate with typing proficiency.

English proficiency.

Detail oriented.

Strong verbal and written communication skills.

Ability to function in a team environment or work independently.

Communicate in a professional manner with all levels of Bank employees.

Demonstrate exemplary customer service.

MLO is preferred.

Bilingual (English and Mandarin or Cantonese) a plus.

Other details

  • Pay Type Salary
  • Millbrae, CA, USA