Jobs · Customer Service · California

Operations Officer II

TASI Bank · San Francisco Bay Area · 1 wk ago
On-siteCustomer Service$70k–$85k/yrFull-time

Core Responsibilities

  • Overseeing daily branch operations to ensure deposit services are handled accurately, efficiently, and in accordance with Bank policies and procedures
  • Ensuring the branch is operationally ready, including systems, equipment, supplies, and required controls
  • Serving as a go-to operational resource for deposit relationships, working closely with Relationship Managers and internal teams
  • Supporting operational continuity through scheduling coordination, training, and cross-training, in alignment with branch leadership
  • Maintaining accurate records and ensuring adherence to operational guides, schedules, and documentation requirements
  • Safeguarding Bank assets by following and enforcing internal controls, security procedures, and audit requirements
  • Ensuring compliance with state and federal banking regulations and completion of required training
  • Supporting audits, certifications, and operational reviews through preparation and timely follow-through
  • Identifying operational risks or inefficiencies and escalating or recommending practical solutions

Impact of the Role

The Operations Officer II helps ensure customers’ deposit relationships are supported by reliable execution and informed service. As deposit activity grows or shifts, this role helps the Bank respond by delivering effective deposit solutions without compromising controls or service quality. When this role is operating well, deposits scale smoothly and client trust is reinforced.

Education & Experience

  • Minimum of 4 years of experience in branch operations, deposit operations, or a related banking role
  • Demonstrated ability to manage non-routine operational issues with minimal supervision
  • Solid working knowledge of deposit products, wire processing, cash operations, and controls
  • Familiarity with banking regulations and compliance standards
  • Working knowledge of documentation standards and internal controls

Preferred: 5–6 years of deposit or branch operations experience, Associate’s degree or equivalent professional experience.

Salary Range

$70,000.00 - $85,000.00

Why TASI® Bank

TASI® Bank is a relationship-driven bank focused on real-world business and long-term partnerships. We think independently, challenge the market for the good of the client, and execute with discipline. As a Minority Depository Institution, we are committed to expanding access to capital while building durable value for our clients, our communities, and the Bank.

Working Conditions & Additional Information

This is a primarily in-office position and requires regular use of standard office equipment and banking systems. The role involves frequent interaction with clients, as well as ongoing coordination with internal teams and third-party service providers, and may include time-sensitive requests.

TASI® Bank is an Equal Opportunity Employer. In accordance with the San Francisco Fair Chance Ordinance, qualified applicants with arrest and conviction records will be considered for employment. Employment is contingent upon meeting regulatory requirements for employment with an FDIC-insured financial institution.

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