Branch Operations Specialist- Orange, CA

California Bank & Trust; Orange (CA); On-site; USD 39,000 - 43,000; Full time

Benefits offered by this job

Medical, Dental & Vision

Paid Parental Leave

401(k) plan with company match

Paid Time Off

Holidays

Job summary

California Bank & Trust in Orange, CA is seeking a Branch Operations Specialist to support daily branch operations, perform teller transactions, and open new accounts for our local clients.

The role emphasizes delivering exceptional customer service and collaboration with back-office teams; occasional travel within the Orange region may be required, and training is provided.

Qualifications

• High school diploma or equivalent required.
• At least 4 years of experience in branch banking including Senior Teller assignments.
• Ability to travel within the Orange region and adapt to assignments.

Responsibilities

• Supports daily branch operations by performing teller line transactions and opening new accounts.
• Delivers high-quality customer service and assists customers with inquiries.
• Collaborates with back-office departments and supports special projects as needed.
• May train and guide branch staff on procedures and protocols.

Skills

Customer service

Branch operations

Teller experience

Education

High school diploma or equivalent

Tools

Banking software

Job description

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 Branch Operations Specialist to join California Bank & Trust to service our clients and customers in the Orange, CA region. The Branch Operations Specialist plays a key role in delivering high-quality client service, supporting daily branch operations, and handling teller and new account transactions across the region.

Responsibilities

• Supports daily branch operations across the Orange region by performing teller line transactions, opening new accounts, and assisting with customer service.
• Driving is an essential function of this role and as such, employees must have a valid driver’s license and good driving record.
• Collaborates with back-office departments and assists with special projects as assigned.
• Drives the achievement of high-quality customer service goals to deliver an exceptional experience for every client.
• May train and guide branch staff on proper banking procedures and operational protocols.
• May be reassigned to an alternate location depending on business needs within a reasonable distance (30 miles of branch location) and given proper notice.
• Other duties as assigned.

Qualifications

• High school diploma or equivalent required.
• Must be able to accept and adapt to branch assignments throughout the Orange region ranging in duration from one day to several months.
• Must have at least 4 years of experience in branch banking including assignments as Senior Teller and intermediate-level new accounts.
• Proven capacity to contribute to the growth and development of branch operations, new accounts, and sales principles.
• Proficient training skills
• Exceptional interpersonal and communication skills to successfully build relationships with clients and team members.

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
• 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
• Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $28 - $31 hourly depending on job-related factors such as level of experience.