Assistant Operations Officer
Location: Danville, CA
Job Type: Full-Time | Exempt | In Office
Salary Range: $65,520 – $76,680 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 2025.
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 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 bank’s 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:
Bachelor’s degree (or equivalent experience).Minimum 3–5 years of experience in banking operations, preferably within a community bank environment.Strong understanding of banking regulations, operational procedures, and risk management practices.Excellent leadership, organizational, and interpersonal skills.Proficiency in core banking systems and Microsoft Office Suite.ABILITIES
Commitment to delivering exceptional service and resolving operational issues with professionalism and empathy.Experience in guiding teams, fostering collaboration, and promoting a culture of accountability and continuous improvement.Strong analytical mindset with the ability to identify inefficiencies, assess risk, and implement effective solutions.Proven ability to manage core banking operations, including transaction processing, reconciliations, and regulatory compliance.Benefits & Perks
Competitive employer contribution to medical, dental and vision coverage401k plan with employer matchFlexible Spending Accounts (FSA) and Dependent Care AccountsEmployee Assistance Program (EAP)Employer provided Calm subscription Employer provided mental health benefits through TeladocLife, AD&D and disability insuranceMinimum 15 Days of Vacation, 11 Paid Federal Holidays, Paid Time off to VolunteerOnline discount programTuition Reimbursement ProgramJoin Our Team!
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 hrrecruiting@cbcal.com 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.
Applicants must be legally authorized to work in the United States at the time of hire. This position is not eligible for employment sponsorship.
Read LessRelationship Manager
Location: Palo Alto, CA | San, Jose CA
Job Type: Full-Time | Exempt | Hybrid Eligible
Salary Range: $100,000 – $150,000 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 2025.
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
As a Relationship Manager at Commercial Bank of California, you will play a pivotal role in advancing our mission of empowering entrepreneurs, business owners, and community leaders. This role is responsible for originating and servicing a diverse portfolio of commercial and consumer credit solutions while cultivating long-term, values-based relationships. You will proactively engage with clients to understand their financial goals, provide tailored guidance, and identify opportunities to deepen relationships through deposit, lending, and treasury services.
In alignment with CBC’s commitment to life wealth and community impact, you will represent the organization at civic and community events, strengthening our presence and building meaningful connections. Your ability to develop a robust referral network and deliver a high-touch client experience will be key to driving growth and reinforcing CBC’s reputation as a purpose-driven financial institution.
Essential Duties and Responsibilities
Solicit new relationships through various channels for deposit and loan opportunities.Recognize and act on customer prospects; cross sell opportunities with existing customers.Review appraisal, environmental, and title reports to determine reliability and support for credit request.Make proper referral of loan opportunities to lending personnel.Actively be involved in Bank’s Business Development Program.Enhancing the image and recognition of the Bank in the business and professional community.Works closely with staff in structuring, analyzing and approving commercial business loans.Promote a team atmosphere and coordinate with other personnel in the management of shared account relationships.Manages production goals and controls income and expenses.Makes decisions on administrative and operational matters pertaining to deposits and lending.Complete weekly updates of Pipeline Report to ensure accurate tracking and status of lending deals within loan pipeline; monitor loan portfolio and ticklers.Track monthly borrowing base certificates; track revolving lines of credits for valid maturity dates; renew or extend subject lines for client use.Trouble-shoot loan account issues with Operations, Wire, New Accounts and Note DepartmentsMinimum Qualifications
Bachelor's degree (B. A.) from four-year College or University.Or 5-10 years community banking experience; (highly preferred)Or equivalent combination of education and experience.Knowledge of:
All areas of business lending and inventory financingCredit structure – all formsBusiness developmentCommercial depositsAbilities:
Possess strong sales and marketing ability to sell Bank Services.Manage priorities to ensure effective accomplishment of objectives.Handle strong volume of workflow from various sources.Benefits & Perks
Competitive employer contribution to medical, dental and vision coverage401k plan with employer matchFlexible Spending Accounts (FSA) and Dependent Care AccountsEmployee Assistance Program (EAP)Employer provided Calm subscription Employer provided mental health benefits through TeladocLife, AD&D and disability insuranceMinimum 15 Days of Vacation, 11 Paid Federal Holidays, Paid Time off to VolunteerOnline discount programTuition Reimbursement ProgramJoin Our Team!
Submit your resume to Apply to Your Position Here
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 hrrecruiting@cbcal.com 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.
Operations Officer
Location: Danville, CA
Job Type: Full-Time | Exempt | In Office
Salary Range: $85,000 – $110,000 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 2025.
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 Operations Officer is responsible for overseeing daily branch operations, ensuring security, procedural compliance, and the consistent execution of centralized services. This role manages the branch operations department and plays a key part in delivering exceptional customer service while maintaining operational efficiency. The Operations Officer interacts regularly with customers, loan officers, and internal staff to support daily activities and resolve issues related to operations, new accounts, and account servicing. Responsibilities also include supervising staff, coordinating teller and functional area activities, planning work schedules, evaluating staffing needs, and providing training to ensure a high-performing team.
Essential Duties and Responsibilities
Manage and provide day-to-day coordination for the bank’s operations area, supervising and evaluating workflow to ensure a high level of service, accuracy, and timely completion of tasks.Provide a wide range of operational services including escheatment, non-post items, outgoing wires, ACH support, transit adjustments, research, branch settlement, correspondent bank reconcilement, signature card maintenance, collections, attachments, levies, subpoenas, and certifications.Handle exception item processing, branch certifications, and dormant/inactive account processing.Control vault cash and maintain reserve levels within prescribed bank limits.Oversee and review the opening of new accounts to ensure accuracy and compliance.Stay informed on industry developments and innovations that impact operations, while setting goals and objectives for the department.Guide the formulation, implementation, and coordination of operational policies, procedures, and activities across the bank.Maintain high operational standards to minimize risk and exposure.Communicate bank policies, procedures, and regulations to staff, ensuring compliance and addressing any deviations.Perform various operational functions in support of the department’s daily needs.Reconcile accounts, clear outstanding balances, respond to inquiries, and process reports within established guidelines.Assist customers with complex account-related issues including bookkeeping discrepancies, monthly statements, check holds, returned items, overdrafts, service charges, stop payments, safe deposit access, and collections or exchanges.Maintain accurate records of all monetary transactions.Conduct and review operations certifications to ensure accuracy and proper documentation.Establish and manage departmental priorities to achieve individual and team objectives efficiently.Ensure audit reviews meet or exceed expectations, and take corrective action when necessary to maintain compliance and performance standards.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:
Bachelor’s degree in Business Administration, Finance, or related field 5–7+ years of progressive experience in bank operations, with demonstrated leadership responsibilities. (Community banking environment preferred.)In-depth knowledge of banking regulations, operational procedures, and risk management practices.Proven ability to lead teams and manage complex operational environments.Proficiency in core banking systems and Microsoft Office Suite.ABILITIES
Commitment to delivering exceptional service and resolving operational issues with professionalism and empathy.Experience in guiding teams, fostering collaboration, and promoting a culture of accountability and continuous improvement.Strong analytical mindset with the ability to identify inefficiencies, assess risk, and implement effective solutions.Proven ability to manage core banking operations, including transaction processing, reconciliations, and regulatory compliance.Benefits & Perks
Competitive employer contribution to medical, dental and vision coverage401k plan with employer matchFlexible Spending Accounts (FSA) and Dependent Care AccountsEmployee Assistance Program (EAP)Employer provided Calm subscription Employer provided mental health benefits through TeladocLife, AD&D and disability insuranceMinimum 15 Days of Vacation, 11 Paid Federal Holidays, Paid Time off to VolunteerOnline discount programTuition Reimbursement ProgramEqual 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 hrrecruiting@cbcal.com 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.
Read Less