Operations Officer II

TASI Bank; San Francisco (CA); On-site; USD 70,000 - 85,000; Full time

Job summary

TASI Bank seeks an Operations Officer II to manage day-to-day branch operations and deposit services in a primarily in-office setting. You’ll support clients in selecting and using deposit products, coordinate with Relationship Managers, and ensure accuracy, controls, and regulatory compliance.

Key success comes from delivering timely deposit activity, maintaining documentation, and upholding service standards while mitigating operational risks in a fast-paced environment.

Qualifications

• Minimum of 3 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, and cash operations
• Familiarity with banking regulations and compliance standards
• Working knowledge of documentation standards and internal controls

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
• Supporting deposit growth by helping clients understand and properly use deposit products and services
• Serving as a go-to operational resource for deposit relationships, working closely with Relationship Managers and internal teams
• Reinforcing service standards, professionalism, and accountability through consistent execution and example
• Managing exception processing, wire activity, and other time-sensitive operational workflows
• Overseeing cash operations, vault activity, and coordination with third-party service providers
• 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

Skills

Deposit operations

Wire processing

Cash operations

Regulatory compliance

Education

Associate’s degree or equivalent professional experience

Job description

The Operations Officer II is responsible for the day-to-day execution of branch operations and serves as a key resource for deposit services. This role ensures deposit activity is delivered accurately, on time, and in compliance with Bank standards, while actively supporting clients in selecting, implementing, and using deposit products. The role operates in a primarily digital servicing environment, with most client interactions conducted through online and phone channels, and limited in-person engagement.

Core Responsibilities

As an Operations Officer II, you are accountable for operational execution and deposit service delivery, including:

• 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
• Supporting deposit growth by helping clients understand and properly use deposit products and services
• Serving as a go-to operational resource for deposit relationships, working closely with Relationship Managers and internal teams
• Reinforcing service standards, professionalism, and accountability through consistent execution and example
• Managing exception processing, wire activity, and other time-sensitive operational workflows
• Overseeing cash operations, vault activity, and coordination with third-party service providers
• 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.

Success Indicators

Success in this role is reflected in steady, well-controlled operations, including:

• Accurate and timely processing of deposit activity, wires, and operational requests
• Minimal operational exceptions and rework
• Clean audit results and well-prepared operational reviews
• Strong adherence to controls, policies, and regulatory requirements
• A branch environment that operates professionally and reliably, maintaining excellent service standards even under pressure.

Education & Experience

Required

• Minimum of 3 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, and cash operations
• Familiarity with banking regulations and compliance standards
• Working knowledge of documentation standards and internal controls

Preferred

• 4+ years of deposit or branch operations experience
• Associate’s degree or equivalent professional experience

TASI® Bank is a relationship driven bank focused on real-world business and long-term partnerships.

We think independently.

We challenge the market for the good of the client.

We 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.

Salary Range: $70,000.00 - $85,000.00

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.