Operations Officer/Team Leader

Department: Depository Operations & Branch Banking FLSA Status: Full Time/Exempt

Reports to: Director of Retail Banking

Location/Branch: Various (Alhambra, Arcadia, Rowland Heights, and Irvine)

Seniority Level: (select one): Mid-Senior Level

Employment Type: (select one) Full Time

Salary: $70.000.00 to $90,000.00 a year. Exact compensation may vary based on experience, skills, knowledge, and education.

Benefits: Medical, vision, dental, and life insurance, generous sick days, vacation days, and holidays, 401(k) company matching, potential for discretionary bonus.

Join Our Team, Shape Your Future

At New Omni Bank, we believe in the power of talent and innovation to drive success.

As adynamic and forward-thinking financial institution, we’re always on the lookout for individuals who share our passion for excellence and are ready to make a meaningful impact.

About New Omni Bank

We were founded in 1980 on a simple idea of helping our neighbors—a community of immigrants in Los Angeles, coming from diverse backgrounds, finding it hard to get precise banking solutions for their unique needs.

For over four decades of creativity, innovative thinking, and above all—attentiveness, are the hallmarks of our services. Coupled with our extensive network and on-the-ground expertise, we’ve been the catalyst for countless clients, guiding them to grow and thrive in California, across the Pacific, and at every twist and turn. Our legacy of empowerment is proven by continuous recognitions, like a 5-Star Rating from BauerFinancial, Inc. for over 40 quarters.

Position Summary:

The Operations Officer is responsible for overseeing the daily activities of the branch operations and ensuring all operational functions, including transaction processing, deposit processing, and customer service, are carried out efficiently, accurately, and in compliance with established laws, regulations, and bank policies. This role is crucial for optimizing internal branch operations, leading operations team members, driving sales through cross-selling and referral opportunities, and contributing to the overall strategic and financial goals of the bank.

Supervisory responsibilities

• Directly supervises Point of Service and Sales (POSS) employees within the branch.

Primary Responsibilities:

1. Operations Management:

• Oversee and coordinate the daily operations of the bank, optimizing operational processes and procedures for maximum efficiency while maintaining quality standards.

• Evaluate operational workflow and propose enhancements to facilitate optimal customer experience and promote sales opportunities.

2. Sales and Cross-Selling:

• Identify and leverage opportunities to cross-sell bank products and services within operational activities, contributing to the achievement of the bank’s sales targets.

• Collaborate with the sales and marketing team to understand and promote current offerings and campaigns to operational team members.

• Train and motivate the operations team to recognize sales opportunities and make appropriate referrals, fostering a sales-orientated mindset.

3. Risk Management and Compliance:

• Ensure all operations comply with laws, regulations, and bank policies, and identify and mitigate operational and sales-related risks.

• Conduct and oversee internal reviews and audits to ensure operational and sales compliance.

• Liaise with Central Operations and Compliance Department to maintain an up-to- date understanding of industry regulations affecting bank operations and sales activities.

4. Team Leadership and Development:

• Lead, coach, and develop branch operations staff, promoting a positive, inclusive, and sales-focused working environment.

• Conduct performance evaluations, providing feedback and development opportunities to enhance both operational and sales skills of team members.

• Efficiently allocate resources and workflow, ensuring staff understand their duties, delegated tasks, and sales objectives.

5. Customer Service and Relationship Management

• Resolve complex customer service and sales issues, ensuring customer satisfaction and retention.

• Collaborate with other departments to address and resolve operational and sales issues and to improve overall customer service and satisfaction.

• Maintain strong relationships with business partners, vendors, and other external stakeholders to support operational and sales objectives.

6. Financial Management:

• Assist Director of Retail Banking in development of the branch operations budget, managing expenditures to ensure cost-effective operations and support sales goals.

• Contribute to the bank’s financial goals by optimizing operational processes and actively promoting sales and cross-selling opportunities.

7. Administrative Duties:

• Contribute to the cleanliness and overall appearance of the branch through various housekeeping tasks.

• Must occasionally lift or move items up to twenty-five pounds.

• Comply with and adhere to all applicable regulatory requirements, policies, and procedures.

• Additional duties as assigned by Supervisor or Department Head.

Qualifications:

1. Bachelor’s degree or equivalent. Further education in business or a related field is advantageous.

2. Bilingual skills desirable.

3. Minimum of five years of experience in banking operations and sales with a proven track record in managerial roles.

4. Skills:

Proficient knowledge of banking operations, processes, regulations, and sales strategies.

• Leadership and management skills with the ability to motivate and develop staff.

• Excellent problem-solving, decision-making, and sales skills.

• Strong communication and interpersonal skills.

• Proficiency in Microsoft Office Suite and FIS system preferred.

5. Working Conditions:

• May require occasional extended hours to meet operational and sales needs.

• Standard office environment with occasional travel as needed.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands or fingers, handle, or feel and reach with hands and arms. The employee frequently is required to walk, stand, sit, climb, or balance, and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus. The employee may be required to work at other locations of the Bank.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

New Omni Bank, National Association commits to following compliance and adherence to all applicable regulatory requirements, policies, and procedures.

New Omni Bank, National Association’s policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law.