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Banking Operations Executive Jobs in California (NOW HIRING)

Stifel

Fund Banking Analyst

San Francisco, CA · On-site

$70K/yr

... banking operations. The Analyst will analyze financial data, prepare reports, and assist in the ... Comfort in working directly with senior executives and investment firms. * Ability to work in an ...

Stifel

Fund Banking Analyst

Irvine, CA · On-site

$70K/yr

... banking operations. The Analyst will analyze financial data, prepare reports, and assist in the ... Comfort in working directly with senior executives and investment firms. * Ability to work in an ...

Stifel

Fund Banking Analyst

San Francisco, CA

$70K - $100K/yr

... banking operations. The Analyst will analyze financial data, prepare reports, and assist in the ... Comfort in working directly with senior executives and investment firms. * Ability to work in an ...

Stifel

Fund Banking Analyst

Irvine, CA

$70K - $100K/yr

... banking operations. The Analyst will analyze financial data, prepare reports, and assist in the ... Comfort in working directly with senior executives and investment firms. * Ability to work in an ...

Stifel

Fund Banking Analyst

San Francisco, CA

$70K - $100K/yr

... banking operations. The Analyst will analyze financial data, prepare reports, and assist in the ... Comfort in working directly with senior executives and investment firms. * Ability to work in an ...

Stifel

Fund Banking Analyst

Irvine, CA

$70K - $100K/yr

... banking operations. The Analyst will analyze financial data, prepare reports, and assist in the ... Comfort in working directly with senior executives and investment firms. * Ability to work in an ...

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All JobsBanking Operations JobsBanking Operations Executive JobsBanking Operations Executive Jobs in California

Banking Operations Executive information

What is a banking operations executive?

Banking Operations Executives are professionals who oversee and manage the daily activities and processes within a bank. They ensure that banking transactions, such as account management, fund transfers, compliance checks, and customer service operations, are conducted efficiently and accurately. Their responsibilities also include implementing policies, streamlining workflow, and ensuring all operations comply with regulatory standards. By maintaining smooth operational processes, they help the bank deliver quality services to its customers and support its overall business goals.

What are the key skills and qualifications needed to thrive as a banking operations executive?

To thrive as a Banking Operations Executive, you need a strong understanding of banking procedures, regulatory compliance, risk management, and typically a degree in finance or business administration. Familiarity with core banking systems, transaction processing software, and certifications such as Certified Banking Operations Professional (CBOP) are often required. Attention to detail, analytical thinking, and effective communication are crucial soft skills to excel in this role. These skills and qualifications ensure accurate transaction processing, regulatory adherence, and efficient operational workflows vital for the bank’s reliability and reputation.

What are some common challenges faced by banking operations executives, and how can they be addressed?

Banking Operations Executives often encounter challenges such as managing high transaction volumes, ensuring compliance with regulatory requirements, and adapting to rapidly evolving financial technologies. Staying organized and detail-oriented is crucial to minimize errors and maintain operational efficiency. Regular training on compliance updates and collaboration with IT and risk management teams can help address these challenges, ensuring smooth workflow and effective risk mitigation.

What is the difference between Banking Operations Executive vs Banking Analyst?

AspectBanking Operations ExecutiveBanking Analyst
Required CredentialsTypically a bachelor's degree in finance, banking, or related fields; certifications like CAMS or CFA are commonSimilar educational background; certifications like CFA or FRM may be preferred
Work EnvironmentOperational departments within banks; focus on process management and complianceAnalytical teams; focus on data analysis, market research, and reporting
Employer & Industry UsageUsed across banking institutions for operational rolesCommon in financial institutions for analytical roles
Search & Comparison IntentOften compared for operational responsibilities and career progressionCompared for analytical skills and data-driven decision making

The Banking Operations Executive primarily handles day-to-day banking processes, compliance, and operational efficiency, while the Banking Analyst focuses on analyzing financial data, market trends, and supporting strategic decisions. Both roles require similar educational backgrounds and certifications but differ in their core responsibilities and work environments.

Is banking operations a good career path?

Banking operations is a stable career that involves managing daily banking transactions, compliance, and process efficiency. It requires strong attention to detail, knowledge of banking systems, and often benefits from certifications like CAMS or Six Sigma. The role offers opportunities for advancement within financial institutions and a steady work environment.

What are the most commonly searched types of Banking Operations jobs in California?

The most popular types of Banking Operations jobs in California are:

What cities in California are hiring for Banking Operations Executive jobs?

Cities in California with the most Banking Operations Executive job openings:

Banking Operations Executive jobs near you
Infographic showing various Banking Operations Executive job openings in California as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 9% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Retail Banking Expert - F500 Specialist

Mercor

San Francisco, CA • On-site

$60 - $70/hr

Full-time

Posted 10 days ago

Job description

About the job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Position: Retail Banking Expert
Type: Contract
Compensation: $60–$70/hour
Location: Remote

Role Responsibilities

  • Construct enterprise retail banking scenarios spanning large-scale deposit and lending operations, multi-stakeholder branch network decisions, and complex regulatory examination or compliance review cycles.
  • Build tasks across F500 consumer lending (mortgage, auto, personal), branch and digital banking operations, credit risk and underwriting, fraud prevention, and customer experience/retention strategy.
  • Develop retail banking operations scenarios involving tools such as core banking platforms (FIS, Fiserv, Temenos), loan origination systems (LOS), CRM platforms, and fraud detection/AML monitoring tools in F500 stacks.
  • Apply enterprise retail banking frameworks (credit risk scoring models, CFPB/regulatory compliance standards, omnichannel service design, KYC/AML protocols) and produce reference lending policies, risk assessments, and executive-level operational narratives.
  • Author rubrics that distinguish authentic enterprise retail banking judgment from generic textbook or licensing-exam-level recall.

Qualifications

Must-Have

  • 5+ years working in consumer lending, branch operations, credit risk, or compliance at a Fortune 500 retail bank (JPMorgan Chase, Bank of America, Wells Fargo, Citi, U.S. Bank).
  • Direct ownership of F500-scale lending portfolios, branch/digital banking operations, or regulatory compliance programs.
  • Fluency in enterprise retail banking tooling and frameworks, plus understanding of how F500 regulatory examinations (OCC, CFPB, FDIC), KYC/AML compliance, and credit risk governance actually work.

Preferred

  • Prior rubric, banking-training curriculum, or policy/risk documentation authorship is a plus.

Application Process (Takes 20–30 mins to complete)

  • Upload resume
  • AI interview based on your resume
  • Submit form

Resources & Support

  • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
  • For any help or support, reach out to: support@mercor.com

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.