Business Operations and Strategy Manager (Banking) - San Diego, CA
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- Business Operations
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- California Bank & Trust
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- 065615 Requisition #
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
We are seeking a talented Business Operations and Strategy Manager to join our team. This role can be based at one of our San Diego locations—either our Torrey Pines HQ or our Golden Triangle offices—or at our Irvine Corporate Center. This is an in-office position with some travel required across our California locations and others.
Essential Functions:
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Integrating sales, service, and alternative channel strategies, as well as enhancing the customer experience within our banking offices and branches.
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Interacts with bank management, business units and department managers to support effective delivery of bank products and services.
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Monitors processes essential to consumer and business lending to ensure effective mitigation of risk.
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Leads an interdisciplinary team of project professionals, along with selected line banking representatives, in the development of a set of recommendations and implementation plans.
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Submits recommendations built upon market potential analysis, financial performance analysis, human resource planning/skill development actions, facility redesign, channel management alternatives, and alignment of branch/office topology with target customer segments and market expectations.
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Other duties as assigned.
Qualifications:
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Requires a bachelor’s in business administration, finance or related degree and 8+ years of experience in both line and staff positions.
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Exposure to a wide variety of business issues surrounding market potential assessment, financial performance improvement, personnel performance improvement, customer experience management, and goal achievement or other directly related experience. Requires leadership and management experience. A combination of education and experience may meet requirements.
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Expert knowledge of wide variety of business issues surrounding market potential assessment, financial and personnel performance improvement, and customer experience management.
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Must have extensive experience with leadership, management, coaching, interpersonal and communication skills, both verbal and written.
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Interacts with management and senior customer personnel on matters requiring coordination across organizational lines.
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Exceptional ability to identify, analyze and resolve issues.
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Ability to meet deadlines, schedules and budgeted costs.
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Expert negotiation and facilitation abilities.
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Excellent strategic planning, project and change management skills.
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Ability to adapt to changing environments and circumstances to properly complete assignments.
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Expert analytical, team building, and business conceptual skills surrounding efforts to integrating sales strategy, service strategy, alternative channel strategy, and the customer experience.
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Ability to manage single threaded and multi-disciplinary project teams for limited and bank-wide projects.
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Advanced experience in solution identification and assessment, creation of business and financial cases.
Pay Range: $170,000 - $200,00 based on experience and other job-related factors.
Benefits:
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Medical, Dental and Vision Insurance - START DAY ONE!
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Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
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Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
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Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
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401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
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Mental health benefits including coaching and therapy sessions
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Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
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Employee Ambassador preferred banking products
This position will be open until filled.
To review our Benefits Summary click here.
All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
Click here to view our EEO Statement.
Click here to view applicable Federal, State and/or local employment law posters.
Click here to view our Pay Transparency Notice.