CalPrivate Bank · 1 month ago
Branch Operations Manager
Newport Beach, CA, US
Full-time
Onsite
Senior Level
$90K/yr - $114K/yr
5+ years expCalPrivate Bank is a financial institution focused on providing exceptional client services. The Branch Operations Manager will be responsible for ensuring the operational integrity of the branch, overseeing daily activities, and implementing effective controls and procedures.
BankingCommercial LendingFinanceFinancial Services
Responsibilities
Oversee day to day customer and branch team activity and operations of the branch in a safe manner that will protect the bank and its customers
Meet and exceed customer service expectations
Prepare work schedules, coordinate staff coverage and assign duties to staff to ensure efficient operation of branch
Ensure self and staff have a thorough understanding of what is expected of them operationally including their responsibility to follow procedures, maintain the skill levels expected of them and understand signing authorities given to them
Expertise in all core systems and deposit documentation and financial platforms
Understand and execute complex entity structures and account titling
Achieve a minimum of ‘satisfactory’ on all audits
Control branch cash to meet branch needs within policy requirements
Responsible for self and staff development including ongoing training
Conduct regular (minimum of monthly) documented staff meetings to discuss policy and procedure, updates, bank focus, training, etc. Ensure takeaways from manager-level operational meetings are deployed to teams
Responsible for hiring, promotions, terminations, performance appraisal and salary administration
Regularly coach team members to increase knowledge, improve skills, increase productivity, improve communication, maintain accountability, etc
Ensure the branch team follows all fraud related directives and communication
Establish and maintain the highest level of communication and collaboration with the Market Leader (or equivalent); work together to prioritize and execute on production to achieve the highest level of client service
Perform other duties as assigned or needed including but not limited to client outreach and participation in bank initiatives
Qualification
Required
Minimum 5-7 years of banking management and operations experience and has previously held a CSM or Assistant Branch Manager position for 2-3 years
Seasoned banker who understands how bank branches operate, what is required to run commercial bank branch operations and possesses in depth knowledge of Bank policies and procedures and applicable regulatory compliance
Strong knowledge of Bank Audit procedures
Exceptional verbal and written communication skills
Technical Skills
Problem Solving
Business Acumen
Strategic Thinking
Judgment
Team Work
Managing Others
Managerial Courage
Company
CalPrivate Bank
CalPrivate Bank is a banking company. It is a sub-organization of Private Bancorp of America.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Rick Sowers
President & Chief Executive Officer
Tom Wornham
Director - Retired Chief Executive Officer
Recent News
Private Bancorp of America, Inc.
2025-11-04
2025-11-04
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