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CalPrivate Bank · 9 hours ago

Branch Operations Manager

Newport Beach, CA

Full-time

Onsite

Senior Level

5+ years exp

CalPrivate Bank is a relationship-centered bank that values personal connections and community impact. They are seeking a Client Services Manager/Branch Operations Manager to lead a client-centric service team, ensuring high-quality support for high-net-worth clients and overseeing daily operations. This role emphasizes leadership, performance management, and continuous improvement to enhance client satisfaction and strengthen internal alignment.

BankingCommercial LendingFinanceFinancial Services

Hiring Manager

Emily Mitchell

Responsibilities

Oversee day to day customer and branch team activity and operations of the branch in a safe manner that will protect the bank and its customers

Meet and exceed customer service expectations

Prepare work schedules, coordinate staff coverage and assign duties to staff to ensure efficient operation of branch

Ensure self and staff have a thorough understanding of what is expected of them operationally including their responsibility to follow procedures, maintain the skill levels expected of them and understand signing authorities given to them

Expertise in all core systems and deposit documentation and financial platforms

Understand and execute complex entity structures and account titling

Achieve a minimum of ‘satisfactory’ on all audits

Control branch cash to meet branch needs within policy requirements

Responsible for self- and staff development including ongoing training

Conduct regular (minimum of monthly) documented staff meetings to discuss policy and procedure, updates, bank focus, training, etc. Ensure takeaways from manager-level operational meetings are deployed to teams

Responsible for hiring, promotions, terminations, performance appraisal and salary administration

Regularly coach team members to increase knowledge, improve skills, increase productivity, improve communication, maintain accountability, etc

Ensure the branch team follows all fraud-related directives and communication

Establish and maintain the highest level of communication and collaboration with the Market Leader (or equivalent); work together to prioritize and execute on production to achieve the highest level of client service

Perform other duties as assigned or needed including but not limited to client outreach and participation in bank initiatives

This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate

The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program

Qualification

Banking management experienceClient service operationsRegulatory compliance knowledgeAnalytical skillsLeadership skillsTeam developmentPerformance managementCommunication skillsProblem-solving mindsetCollaboration skills

Required

Minimum 5-7 years of banking management and operations experience and has previously held a CSM or Assistant Branch Manager position for 2-3 years

Seasoned banker who understands how bank branches operate, what is required to run commercial bank branch operations and possesses in depth knowledge of Bank policies and procedures and applicable regulatory compliance

Proven ability to coach, mentor, and develop team members

Demonstrated leadership in overseeing daily high-touch client service operations

Strong knowledge of Bank Audit procedures

Exceptional verbal and written communication skills

Strong analytical, organizational, and communication skills, with the ability to influence and align across markets and departments

Proven success in reinforcing a disciplined, performance-driven credit culture

Bachelor's degree in Business, Finance, or related field preferred

Requires 50% travel between regional offices to support team members, clients, and cross-functional initiatives

Ability to sit or stand for extended periods of time

Ability to physically use a keyboard/mouse

Ability to walk to and from workstations

Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds