GENERAL SUMMARYThe VP, Commercial Banking Client Services Sr Operations Manager is responsible for the overall operational integrity of the commercial banking offices, managing and meeting strict regulatory reporting guidelines, providing exceptional internal and external client service, and is critical to enhancing the overall client experience at Cathay Bank for our commercial banking and assigned clients.
DIRECT REPORTSThe incumbent may have one or more direct report -Client Service Manager(s) or Officer(s).
ESSENTIAL FUNCTIONS- Directly responsible for operational excellence and due diligence for all commercial banking offices.
- Oversee all operational issues for Commercial Branches and Specialty Deposit products.
- Coordinate the implementation of specialty products and services.
- Support the Operations Manager with resolving client concerns, assist team members, and appropriately escalate complex or sensitive matters to senior management.
- Audits the timely completion of all daily, monthly, quarterly, and annual department certifications, which are due monthly to branch administration. This includes completion of the Commercial Banking Checklist, consisting of daily reports, wire transaction review, and specialty deposit account type reporting activities.
- Responsible for timely completion of new account call backs, ensuring all documentation has been collected and is filed per department standards.
- Exhibit expertise in identifying, evaluating, and managing decisions/situations to limit Risk to the Bank while proactively managing client expectations.
- Approves check, wires, and client requests within assigned authority limits.
- Responsible for the integrity of client data within all bank files and systems.
- Onboard, cross train and effectively coach New and Existing Employees and direct reports in audit and compliance responsibilities.
- Participate or lead divisional and area projects and initiatives as appropriate.
- Responsible for timely completion of time sensitive reporting to regulatory agencies.
- Ensure adherence to all internal bank policies, regulatory requirements, and industry standards.
- Responsible for identifying any new or existing risks within the department's current policies and procedures.
QUALIFICATIONS- Education: College degree in business-related discipline preferred but not required.
- Experience:
- 5-7 years of experience at a mid-size or large lending institution in a similar or parallel role.
- Experience with windows-based applications; (Excel, Word, Power Point, Adobe, etc.), CRM, and Lending Systems.
- Experience with FIS Platform preferable but not required.
- Strong knowledge of commercial and specialty products and services typically offered to commercial clients.
- Strong knowledge of Banking and Branch Operations, and an understanding of Treasury Management, Wealth Management, Credit Products and Underwriting Guidelines.
- Work independently, effectively, and concurrently manage competing priorities.
- Skills/Ability:
- Ability to manage, prioritize, plan, and develop strategic plans for the department.
- Works with an appropriate sense of urgency and immediacy.
- Strong professional verbal, written, and presentation skills.
- Strong knowledge and understanding of applicable business organizations.
- Full knowledge of standard business software; demonstrated project management, organizational and analytical skills.
- Strong interpersonal and customer service skills.
- Strong personal attributes to complete goals and resolve issues in a competitive and changing environment.
- Ability to work collaboratively with team members.
- Must have a strong understanding with and in compliance with all applicable bank regulations, and adhere to bank policies, procedures, and processes.
OTHER DETAILS$100K - $130K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its
full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
