Branch Operations Officer San Mateo

Branch Operations Officer
Location: San Mateo, CA (On-site)
Employment Type: Full-time
Industry: Retail Banking

Job Description
We are seeking an experienced Branch Operations Officer to lead our San Mateo branch operations. In this critical role, you will be the backbone of the branch, ensuring seamless day-to-day operations, strict regulatory compliance, and an exceptional client experience.
Partnering closely with the Branch Manager, you will drive staff development and operational excellence while fostering a culture of growth and local community engagement within the San Mateo and Peninsula area.
Key Responsibilities

• Operational Leadership & Risk Management: Ensure 100% adherence to bank policies as well as state and federal regulations. Manage branch security protocols, including staff training, cash limits, and audit certifications.
• Transaction Authority: Approve high-level transactions, manage exceptions, and perform supervisory overrides with fiscal responsibility.
• Staff Management: Supervise and mentor a team of up to 5 employees, including Client Service Representatives and New Account staff. Manage employee scheduling, timekeeping, and performance coaching.
• Workflow Oversight: Oversee daily processing of large transaction reports, NSF exception items, and critical compliance documentation to ensure audit readiness.
• Client Experience: Professionally resolve complex customer inquiries and account disputes. Collaborate with the Branch Manager to achieve deposit growth goals through client prospecting.
• Community Impact: Represent the bank in the San Mateo community through promotional activities and 10 hours of compensable CRA volunteer work annually.

Qualifications

• Experience: Minimum 8 years of retail banking experience (Required).
• Supervisory Experience: At least 4 years in a leadership or management role (Required).
• Operations Expertise: Minimum 4 years of direct operations experience within a retail banking environment (Required).
• Technical Skills: Proficiency in MS Office (Word, Excel, Outlook) and core banking systems.
• Certification: Active California Notary Public designation is preferred.
• Skills: Strong interpersonal skills and discretion in handling sensitive financial data.

Benefits

• Competitive full-time salary.
• Comprehensive medical, dental, and vision insurance.
• 401(k) matching and professional development opportunities.
• Paid volunteer time to support local San Mateo and Silicon Valley initiatives.

Schedule

• Monday to Friday
• 8-hour shift

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals.To learn more, please visit https://dexian.com/.

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.