Oregon Pacific Bank · 10 hours ago
Senior Operations Officer
Eugene Admin, Eugene, OR, US
Full-time
Onsite
Senior Level, Lead/Staff
$77K/yr - $114K/yr
10+ years expOregon Pacific Bank is a financial institution dedicated to serving its community, and they are seeking a Senior Operations Officer to oversee branch operations across all markets. The role involves managing branch policies and procedures, ensuring compliance with regulations, and leveraging technology to enhance operational efficiency.
BankingCommercial Real EstateFinancial Services
Responsibilities
Serve as a liaison with the core provider and branch management to ensure the teller and new account systems and related forms are up to date and enhancements are communicated timely. Escalate system issues to core provider to resolve issues as they arise
Manage parameters for the teller and new account systems to update fields when needed, troubleshoot with core provider, make necessary adjustments when enhancements are released, and other maintenance as needed
Maintain a thorough understanding of the deposit and customer functions of the core in order to manage deposit processes and parameters in the core, including Year End tasks, tax reporting, enhancement testing, troubleshooting and other core functions, in coordination with the Director of Operations
Work with branches to ensure new account checkback is completed timely, accurately and errors are addressed appropriately. Maintain checkback forms and procedures as needed and train accordingly
Lead recurring branch operations calls. Set agendas. Drive follow-ups. Ensure clear communication of updates, issues, and action items
Provide approval support for branch transactions, including wires. Support includes high dollar approval, exception approval, teller approvals and other branch and approval support as needed
Monitor branch certifications to ensure consistency, timeliness, and training occurs. Update procedures forms as needed when facility and certification changes occur
Serve as primary contact for cash ordering and shipping vendors, work with branches to maintain proper office vault limits and other cash and dual custody controls
Maintain teller balancing procedures and standards in the branches. Work with branch management to coach and train when balancing issues arise and review processes as needed
Coordinate branch operational guidance and training – including annual training schedule and monthly all-branch meetings, conduct trainings as needed
Work with branch management and additional stakeholders to develop and train overdrawn account review and processing procedures at the branch level
Create/update branch operational policies and procedures such as, but not limited to, opening and closing checklists, retention guidance, and office procedures. Maintain relevant SharePoint pages to ensure resources are updated and available for staff
Create and maintain new account documentation guidance and procedures including but not limited to:, IRAs, Power of Attorney, Trusts, Business formation documents, Beneficial ownership
Serve as resource for questions regarding new account documentation including review of legal documents and escalation to management and legal counsel as needed
Works with management to develop and maintain account types and service charge routines and provide relevant training to new account and branch staff
Review, process and approve legal services including garnishments, levies, subpoenas and summons
Serve as an escalation point for complicated transactions, client issues, policy exceptions and as a resource for branch management
Create and review client letters related to mismanagement of accounts including fraud, NSFs, branch disruption
Participate in the vendor management program, completing applicable reviews timely and accurately
Be knowledgeable of bank compliance rules and adhere to all Federal and State banking regulations relating to this position, including but not limited to Reg O, Reg CC, Reg E
Follow all Bank compliance policies and procedures relating to this position
Other projects and duties as assigned
Qualification
Required
Bachelor's degree or more than 10 years' experience in a similar role
Banking experience required
Proficiency in Microsoft Word, Excel and Outlook
Strong communication, technical skills and ability to work in a team environment
Company
Oregon Pacific Bank
Welcome to Oregon Pacific Bank, the longest-serving community bank in Lane County.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$15.07M2017-11-29Series Unknown· $14.26M
2015-01-05Seed· $0.81M
Leadership Team
Ron Green
President & Chief Executive Officer
Lance Rudge
EVP, Chief Operating Officer
Recent News
2025-10-24
2025-10-24
First Pacific Bank
2025-10-09
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