Director of Operations

SVP, Director of Operations Paygrade: $115,000 to $165,000Hybrid for California ResidentsLocations Beverly Hills and Temecula Understanding that exceptional people... create exceptional circumstances!                                                  Who we are: We are a bank that knows our clients by name, understands their banking needs and works as a team to provide the highest level of service possible. We provide modern banking tools strengthened by a renowned tradition of service. We offer our clients choice and flexibility in managing their finances, while preserving the personal touch and accessibility they expect.                                      Here's what you'll do: The SVP, Director of Operations is responsible for ensuring the operational integrity of assigned functional areas branch operations, central operations, and cash management. Responsible for maintaining the strategic vision of the operations areas of the Bank with a specific focus on deposits and electronic banking. Department objectives include prevention and minimal loss to the Bank and clients. Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Assures satisfactory internal and external audit and exam results.DUTIES AND RESPONSIBILITIES:·      Oversee all aspects of Operations and Cash Management Departments, including ACH, Wire Transfers, Lockbox, Positive Pay, Business Online Banking, Business Bill Pay, Remote Deposit Capture, Account Analysis, and new product rollout.·      Oversees Client Services functions including account opening, maintenance, and customer facing transactions.·      Manages dormant account process and remits annual Escheatment to State. ·      Ensures that staff makes the appropriate decisions, which may include escalating to management, referring client transactions to Compliance Department for enhanced due diligence or Compliance Investigations for potential Suspicious Activity Reporting as required under BSA regulations or Corporate Security for potentially fraudulent activities.·      Perform BSAAMLOFAC reviews of client transactions as applicable to the departmental assignment.·      Review and approve all New Accounts. ·      Oversees bank Levies and Subpoenas. ·      Administrator and maintains all products on the core system including deposit account disclosures and fee schedules. ·      Identifies, recommends, and implements new processes, policies and procedures, and products to improve workflow, efficiency andor profitability. Oversees or participates in operations development and improvement programs. Remains knowledgeable in industry trends, and developments.·      Works closely with audit and compliance to ensure operations area adheres to regulatory policies and procedures. ·      Creates and facilitates changes by integrating new systems, processes, and policies with existing ones, measures result, and identifies necessary corrective actions required to meet goals.·      Serves as the Banks Physical Security Officer and Fraud Officer.·      Member of the Risk and Compliance Committee.·      Performs other related duties as assigned by management.SUPERVISORY RESPONSIBILITIES:·      Responsibilities include interviewing, hiring, and training employees.·      Planning, assigning, and directing work.·      Appraising performance, rewarding, and disciplining employees. Addressing complaints and resolving problems. ·      Delegates work assignments by matching the responsibility to the person. Sets expectations, monitors delegated activities, provides recognition for results.·      Assigns Team goals and goals to individual team members. ·      Makes self-available to staff. ·      Develops subordinates' skills and encourages growth. ·      Continually work to improve supervisory skills. What you Need to Succeed:   ·      Associate degree or bachelor's degree in related field, or equivalent combination of education and experience preferred.·      Minimum 10 years' management experience in bank operations, branch operations, and treasury management.·      Minimum 10 years' supervisory experience.·      Proficient knowledge of all rules and regulations relating to the Bank Secrecy Act, Anti-Money Laundering, and OFAC.·      Core banking system experience such as DCI iCore360 preferred.·      Computer skills including Microsoft Teams 365, Excel, Outlook, and Word.·      Ability to interact with all levels of management and team members.·      Strong verbal and written communication skills. What's in it for You: Excel Bank offers competitive compensation and incentive packages, along with a comprehensive benefits package that includes:·      Competitive salary.·      Excellent comprehensive benefits package includes Aetna and Kaiser HMO or PPO, dental, and vision.·      Bank paid life insurance and long-term disability.·      401(K).·      Flexible Time Off·      Paid Bank Observed Holidays.We offer a highly desirable work environment with committed banking professionals who value teamwork and collaboration. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTExcel Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants for employment at Excel Bank will receive consideration for employment without regard to race, religion, color, sex, gender identity or expression, sexual orientation, national origin, ancestry, citizenship status, uniform service member and veteran status, marital status, age, protected medical condition, disability, or any other protected status in accordance with all applicable federal, state, and local laws.© 2024 Excel BankMember FDIC  

Created: 2024-11-06