Branch Operations Officer

Dexian; San Diego (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Dexian seeks an experienced Branch Operations Specialist/Officer in San Diego to oversee daily branch activities, ensure regulatory compliance, and lead a high-performing team. The role emphasizes delivering excellent customer service while maintaining operational efficiency.

Qualified candidates will have 8+ years in banking, 4+ years of supervisory experience, and strong leadership and communication skills. Notary public certification is preferred but not required.

Qualifications

• Eight years of banking experience is required.
• At least four years of supervisory experience.
• At least four years of banking operations experience.

Responsibilities

• Oversee daily branch operations and ensure compliance with bank policies, procedures and regulations.
• Schedule branch staff and ensure adequate coverage.
• Train, coach, and develop team members while supporting performance evaluations.
• Maintain branch security, cash controls, transaction approvals, and audit readiness.
• Review operational reports, account documentation, new account openings, and transaction exceptions.
• Perform teller duties, open new accounts, and resolve escalated customer concerns.
• Support customer retention, relationship management, and branch growth initiatives.
• For the Officer level, drive deposit growth, support business development, and participate in prospecting activities.
• Manage employee schedules, timecards, and daily operational responsibilities.

Skills

Leadership

Communication

Customer service

Problem solving

Multitasking

Tools

Microsoft Word

Microsoft Excel

Outlook

Banking systems

Job description

We are seeking an experienced banking professional for a Branch Operations Specialist or Branch Operations Officer position, depending on experience and qualifications. The ideal candidate will have strong banking operations knowledge, supervisory experience, and a commitment to delivering excellent customer service while ensuring operational efficiency and regulatory compliance.

Key Responsibilities

• Oversee daily branch operations and ensure compliance with bank policies, procedures, and applicable regulations.
• Schedule branch staff and ensure adequate coverage.
• Train, coach, and develop team members while supporting performance evaluations.
• Maintain branch security, cash controls, transaction approvals, and audit readiness.
• Review operational reports, account documentation, new account openings, and transaction exceptions.
• Perform teller duties, open new accounts, and resolve escalated customer concerns.
• Support customer retention, relationship management, and branch growth initiatives.
• For the Officer level, drive deposit growth, support business development, and participate in prospecting activities.
• Manage employee schedules, timecards, and daily operational responsibilities.

Required Qualifications

Branch Operations Officer

• Minimum 8 years of banking experience.
• Minimum 4 years of supervisory experience.
• Minimum 4 years of banking operations experience.

Additional Requirements

• Proficiency in Microsoft Word, Excel, Outlook, and banking systems.
• Strong leadership, communication, customer service, and problem-solving skills.
• Ability to multitask in a fast-paced branch environment.
• Notary Public certification preferred.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.