Assistant Operations Officer

Salary Range:$65,000.00 To $75,000.00 Annually

Assistant Operations Officer

Location: Danville, CA

Job Type: Full-Time | Non-Exempt | In Office

Salary Range: $65,000 – $75,000 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 banking—one that prioritizes trust, collaboration, and community impact. Join us and be part of a team that’s 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 by overseeing operations, security and procedural issues to ensure a smooth daily operation and maintenance of consistent centralized services workflow. Assists the Operations Manager in managing staff and branch operations. Interact with customers, loan officers and other staff members in the daily activities of the Operations Department. Responsible for operations, customer service, new accounts, problem resolutions and information account servicing, coordination of tellers and other functional areas. Supervision of staff includes training, planning work schedules, evaluating staffing needs.

PRIMARY FUNCTIONS (Other duties may be assigned)

1. Manages and provides day-to-day coordination for bank’s operations area. Assists Operations Manager in supervising and evaluating workflow to ensure high level of service, accuracy and meeting time deadlines.
2. 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.
3. Control vault cash and maintain proper level of reserve within prescribed bank limit.
4. Keep informed on new developments and ideas that would affect operations. Exercise control over operations area and establishes goals and objectives.
5. Guide the formulation, implementation and coordination of operations policies, procedures and activities within the bank.
6. Maintain proper operational standards, which will avoid unnecessary risks and undue exposure.
7. Communicate Bank policies, procedures and regulations to Bank personnel and ensure compliance and the correction of any deviations.
8. Perform multiple operations functions in support of the operations department.
9. Within guideline reconcilement, balances, clears outstanding balances, responds to inquiries and processes specific reports.
10. Assist customers with bookkeeping issues related to account balances, monthly statements, check hold, returned items, overdrafts, service charges, stop payments, safe deposit etc.
11. Keep accurate records of all monies involved with receiving and paying transactions.
12. Assist customers with complex transactions such as collections and/or exchanges.
13. Operations Certification-conduct and review to ensure accuracy and balancing with proper supporting documents.
14. Maintain knowledge of Bank policies, procedures and regulations.
15. Achieve individual and departmental objectives: Establish and manage priorities to ensure the effective and efficient accomplishment of departmental responsibilities.
16. Ensure that audit reviews are rated at above average or better, take corrective action as necessary when audit standards are not being attained.
17. Oversees teller duties and assists line with customer transactions during peak periods.

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:

Bachelor’s degree; and 5-7 years related experience, or equivalent combination of education and experience.

Knowledge of:

• Budgets and forecasting
• Vendor negotiations
• Development of documented policy and procedures
• Security and business continuity
• Development of Information Services Strategic Plan

Abilities:

• Effectively manage and supervise
• Enter data in personal computer and use calculator; operate telecommunications equipment and other office equipment.
• Use word processing, spreadsheets, and specialized financial systems software.
• Analyze, interpret, summarize and present information and data in an effective manner.
• Plan, organize and prioritize tasks to meet deadlines.
• Analyze and solve work problems
• Follow oral and written instructions
• Communicate clearly, either orally and in writing.

Licenses; Certificates; Special Requirements:

None