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 looking for a Branch Operations Administrator in San Diego & Irvine CA. This role supports the Business Operations and Planning department by providing subject matter expertise and Branch support while owning the following essential job functions:

Essential Functions:

• Providing Branch support by being the subject matter expert on Wires, ACH, item processing and communicating operational policy and procedure guidelines.
• Communicates and coordinates adherence to compliance guidelines as needed.
• Reviews and ensures branch compliance to BSA, AML and CIP guidelines.
• May review regional loss, overdraft and uncollected funds reports to ensure risk is being managed by branches.
• Represents California Bank & Trust in meetings, conversions and bank-wide projects among other responsibilities as needed.
• Acts as a daily resource for branch activities in all divisions which may include Branch Service Manager leadership, training, and mediating disputes between units.
• May act as the Bank Operations liaison to line division management teams and may also monitor and review Account Review Team (ART) reports to ensure branch compliance and determine whether to approve requests for policy exceptions.
• Provides resolutions to a diverse range of complex problems.
• Able to work under limited direction.
• Independently determines and develops approach to solutions.
• Contributes to the development of organization's goals and objectives.
• Support branches and departments throughout CB&T's footprint with day-to-day escalations and Risk Management and Fraud inquiries.
• Monitor and follow up to ensure compliance with Bank operating procedures.
• Support and advise Regional and Divisional Managers with operational matters and addressing branch concerns.
• Work closely with Enterprise Business Partners, including Human Resources, Enterprise Technology Operations, BSA and Enterprise Risk Management
• Assist with both department and enterprise special projects. Will be heavily involved with implementation of Deposit Core Transformation in 2024.
• Contribute to organizing and facilitation of Branch Service Manager Meetings and other retail banking forums.
• Identify and improve branch processes including delivery of new standardization processes.
• Leveraging automation tools to streamline retail branch processes (i.e., Branch iPad, Banker Dashboard, etc.).
• Participate on Business Continuity/Crisis Management team.
• Other duties as assigned.

Qualifications:

• Requires a bachelor's degree in business or related field and 4+ years with branch operations, policies, procedures or other directly related experience including 2+ years of supervisory experience.
• A combination of education and experience may meet requirements.
• Advanced knowledge of banking branch operational principles, processes, procedures, banking products and services.
• Working knowledge of applicable government regulations.
• Strong management, communication, and presentation skills, both written and verbal.
• Excellent organizational, interpersonal, leadership and customer service skills.
• Requires strong analytical, problem resolution and judgement skills.
• Ability to work with branch management and leadership.
• Must have solid leadership and mentoring skills.

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
• Medical, Dental and Vision Insurance - START DAY ONE!

This position is eligible to earn a base salary in the range of $87,000 - $128,000 annually depending on job-related factors such as level of experience and location