Assistant Operations Officer

Assistant Operations Officer

Location : Costa Mesa CA

Job Type : Full-Time Exempt In Office

Salary Range : $65000 $75000 per year

About Commercial Bank of California

Commercial Bank of California (CBC) is the largest Latino-owned bank in California and a certified Minority Depository Institution (MDI). Headquartered in Irvine and founded in 2003 CBC is one of the largest privately held banks in the state with over $3.5 billion in assets as of December 2024.

We are a purpose-driven financial institution committed to building long-term relationships and delivering innovative personalized banking solutions. Our leadership reflects the diverse communities we serve and our mission is rooted in empowering entrepreneurs business owners and community leaders to thrive.

As a certified MDI CBC is proud to play a vital role in advancing financial inclusion and economic opportunity. We believe in a higher vision for bankingone that prioritizes trust collaboration and community impact. Join us and be part of a team thats redefining what it means to be a community-focused relationship-driven bank that puts people over profits.

Job Summary

The Assistant Operations Officer supports the Operations Manager in overseeing daily operations security and procedural compliance to ensure the smooth functioning of centralized services. This role assists in managing branch operations and supervising staff contributing to the effective coordination of customer service new accounts problem resolution and account servicing. The position involves regular interaction with customers loan officers and internal teams and plays a key role in training staff planning work schedules and evaluating staffing needs to maintain operational excellence.

Essential Duties and Responsibilities

• Manages and provides day-to-day coordination for the banks operations area. Assists Operations Manager in supervising and evaluating workflow to ensure a high level of customer service accuracy and meeting time deadlines.
• Provide services which will include escheatment non-post items outgoing wires ACH support transit adjustment research branch settlement correspondent bank reconcilement signature card maintenance collections attachments levies subpoenas certifications etc.
• Control vault cash and maintain proper level of reserve within prescribed bank limit.
• Keep informed on new developments and ideas that would affect operations. Exercise control over operations area and establishes goals and objectives.
• Guide the formulation implementation and coordination of operations policies procedures and activities within the bank.
• Maintain proper operational standards which will avoid unnecessary risks and undue exposure.
• Communicate Bank policies procedures and regulations to Bank personnel and ensure compliance and the correction of any deviations.
• Perform multiple operations functions in support of the operations department.
• Within guideline reconcilement balances clears outstanding balances responds to inquiries and processes specific reports.
• Assist customers with bookkeeping issues related to account balances monthly statements check hold returned items overdrafts service charges stop payments safe deposit etc.
• Keep accurate records of all monies involved with receiving and paying transactions.
• Assist customers with complex transactions such as collections and / or exchanges.
• Operations Certification-conduct and review to ensure accuracy and balancing with proper supporting documents.
• Maintain knowledge of Bank policies procedures and regulations.
• Achieve individual and departmental objectives : Establish and manage priorities to ensure the effective and efficient accomplishment of departmental responsibilities.
• Ensure that audit reviews are rated at above average or better take corrective action as necessary when audit standards are not being attained.
• Oversee teller duties and assist line with customer transactions during peak periods.
• Other duties as assigned.

Minimum Qualifications

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.

EDUCATION AND / OR EXPERIENCE :

ABILITIES

Benefits & Perks

Equal Employment Opportunity & Accommodations

Commercial Bank of California is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees and applicants. All qualified individuals will receive consideration for employment without regard to race color religion sex sexual orientation gender identity or expression national origin disability protected veteran status or any other legally protected characteristic.

We evaluate applicants fairly and equitably including those with criminal histories in accordance with applicable federal state and local laws.

Commercial Bank of California is also committed to providing reasonable accommodations to individuals with disabilities. If you require a reasonable accommodation during the application or interview process please contact us at with the nature of your request and your contact information.

Recruitment Policy

Commercial Bank of California does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to CBC either directly or indirectly will be considered the property of Commercial Bank of California.

We will not pay a fee for any placement resulting from the receipt of an unsolicited resume. To submit candidates for consideration recruiting agencies must have a valid written and fully executed agreement with Commercial Bank of California. Without such an agreement in place no agency submissions will be accepted or compensated.

Required Experience :

Unclear Seniority

Key Skills

Six Sigma,Lean,Management Experience,Process Improvement,Microsoft Outlook,Analysis Skills,Warehouse Management System,Operations Management,Kaizen,Leadership Experience,Supervising Experience,Retail Management

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 65000 - 75000