Job Description

Location: Costa Mesa, CA

Job Type: Full-Time | Non-Exempt | In Office

Salary Range: $20 – $28 Hourly

About Commercial Bank of California

Commercial Bank of California (CBC) is the largest Latino-owned bank in California and a certified Minority Depository Institution (MDI). Headquartered in Irvine and founded in 2003, CBC is one of the largest privately held banks in the state, with over $3.5 billion in assets as of December 2024.

We are a purpose-driven financial institution committed to building long-term relationships and delivering innovative, personalized banking solutions. Our leadership reflects the diverse communities we serve, and our mission is rooted in empowering entrepreneurs, business owners, and community leaders to thrive.

As a certified MDI, CBC is proud to play a vital role in advancing financial inclusion and economic opportunity. We believe in a higher vision for banking—one that prioritizes trust, collaboration, and community impact. Join us and be part of a team that’s redefining what it means to be a community-focused, relationship-driven bank that puts people over profits.

Job Summary

The Operations Utility plays a key role in supporting the daily functions of the Operations Department and ensuring exceptional service to our clients. This position assists the Operations Manager in maintaining smooth and efficient workflows across various operational tasks. The role involves direct interaction with customers, Bank Officers, and internal staff to ensure all daily activities and service requirements are met with accuracy and professionalism. A strong focus on customer service, attention to detail, and teamwork is essential to succeed in this role.

Essential Duties and Responsibilities

• Assist Operations Manager in processing teller line to-vaults, from vaults, overrides, approvals, customer service issues, customer questions, teller assistance, etc.
• Assist the Operations Manager in assuring a high level of customer service in Operations.
• Responsible for all monthly, quarterly and semi-annual certifications.
• Responsible for correspondent bank reconciliations.
• Accountable for approving all teller transactions and wire transfers within authority limits.
• Responsible for teller cash and vault balancing on a daily basis.
• Familiar with procedures, controls and documentation of New Accounts requirements.
• In charge of deposit corrections that come in from the item processor or Federal Reserve Bank.
• Assist the Operations Manager in department trainings.
• Approve and verify wire transfers.
• Conduct callback for New Accounts and maintenance performed by Department Personnel.
• Handle final callback on all entries for the department.
• Keep updated on compliance (Reg. CC, Reg. D, Reg. DD, Reg. E Reg. GG and CTR’s).
• Ensure customer satisfaction and account retention as appropriate through quality customer service.
• Handle customer request and complaints with prompt, professional and courteous attention.
• Other duties assigned as needed.

Minimum Qualifications

Education/Training/Experience:

• Required: High school diploma or equivalent. 3-5 years of banking operations experience,
• Desirable: Bachelor’s degree in business administration, finance, or closely related field.

Knowledge of:

• Banking laws, Bank policies and procedures and regulations
• Basic Mathematical skills
• Basic Computer software
• Word, Excel , Spreadsheets

Abilities:

• Excellent communication, and interpersonal skills
• Manage priorities to ensure effective accomplishment of objectives.
• To solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

Benefits & Perks

• Competitive employer contribution to medical, dental and vision coverage
• 401k plan with employer match
• Flexible Spending Accounts (FSA) and Dependent Care Accounts
• Employee Assistance Program (EAP)
• Employer provided Calm subscription
• Employer provided mental health benefits through Teladoc
• Life, AD&D and disability insurance
• Minimum 15 Days of Vacation, 11 Paid Federal Holidays, Paid Time off to Volunteer
• Online discount program
• Tuition Reimbursement Program

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