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 seeking a talented
Business Operations Manager to join our team. This role can be based at one of our San Diego locations-either our Torrey Pines HQ or our Golden Triangle offices-or at our Irvine Corporate Center. This is an in-office position with some travel required across our California locations and others.
Essential Functions:
- Enhancing Client Experience: Integrate sales and service efforts to elevate the customer experience within our banking offices and branches.
- Lead initiatives to improve client satisfaction with our products, services, and technological solutions.
- Lead a team of project professionals implementing strategies that enhance both client and employee engagement.
- Collaborate with bank management, business units, and department partners to support delivery of bank products and services, ensuring a seamless client and employee experience.
- Monitor and enhance processes essential to consumer and business lending to ensure effective risk management and a positive client experience.
- Submit recommendations based on market analysis, financial performance to optimize the client and employee experience.
- Regularly review and refine banking processes and technologies to enhance the overall experience for clients and employees.
- Other duties as assigned.
Qualifications:
- Requires a bachelor's degree in business administration, finance, banking, or a related field. Minimum of 8 years experiencewith a proven track record in banking, financial analysis, risk management, and relationship management.
- Thorough understanding of banking regulations and laws. A combination of education and experience may meet requirements.
- Extensive leadership, management, coaching, and communication skills, both verbal and written. Exceptional ability to interact with senior management and customer personnel on matters requiring coordination across organizational lines.
- Ability to identify, analyze, and resolve issues, enhancing the client and employee experience.
- Excellent strategic planning, project, and change management skills. Ability to meet deadlines.
- Ability to adapt to changing environments and circumstances to complete assignments effectively, ensuring continuous improvement in client and employee satisfaction.
- Advanced experience in identifying and assessing solutions and creating business and financial cases to enhance the client and employee experience.
Pay Range: $170,000 - $200,00 based on experience and other job-related factors.
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
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BankTalent HQ
Competitive
vision insurance, parental leave, paid time off, tuition reimbursement, 401(k), profit sharing
Dec 19, 2024