ZipRecruiter

Log In

2

Remote Bank Operations Jobs in California (NOW HIRING)

Vituity

Senior Accountant - Remote - Nationwide

Sacramento, CA · Remote

$35.76/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Reconcile general ledger, reconcile bank accounts, and record monthly adjusting journal entries ... Ability to evaluate and convey information in legible reports to Finance, Operations, and Executive ...

Truv

Senior DevOps Engineer

San Francisco, CA · Remote

$140K - $170K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

... the banking, lending, and government sectors. This isn't a "keep the lights on" role. We need ... Fully remote * Competitive salary and equity package * Health, dental, and vision insurance ...

SpaceX

Sr. Treasury Analyst

Hawthorne, CA · On-site +1

$120K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree * 4+ years of corporate treasury or treasury operations banking experience ... This position is based in Hawthorne, CA and requires being onsite - remote or hybrid work will not ...

SpaceX

Treasury Analyst

Hawthorne, CA · On-site +1

$85K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree. * 1+ years of corporate treasury or treasury operations banking experience ... This position is based in Hawthorne, CA and requires being onsite - remote or hybrid work will not ...

Prophecy

Operations Manager (Contract)

San Mateo, CA · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • PTO

About the Role Prophecy is looking for an Operations Manager to be the key contributor to the ... Ability to work a hybrid schedule, splitting time between in-office and remote work Location: Bay ...

previous page

Showing results 41-60

All JobsBank Operations JobsRemote Bank Operations JobsRemote Bank Operations Jobs in California

Remote Bank Operations information

What is remote bank operations?

Remote bank operations refer to the management and execution of banking processes and services from a location outside of a traditional bank branch or office. This can include tasks like processing transactions, customer support, compliance monitoring, and back-office functions, all handled via secure internet connections and digital tools. Remote bank operations enable banks to streamline workflows, reduce costs, and offer flexible work arrangements for employees. With advancements in technology, many banks have adopted remote operations to maintain efficiency and continue serving clients seamlessly.

What are some common challenges faced in a remote bank operations role, and how can they be effectively managed?

In a remote bank operations position, professionals often encounter challenges such as maintaining secure access to sensitive data, ensuring clear communication with team members, and adapting to rapidly changing financial regulations. Effective management of these challenges involves utilizing secure, bank-approved digital tools, participating in regular virtual meetings to stay aligned with team goals, and staying current with compliance training. Strong organizational skills and proactive communication are key to maintaining productivity and accuracy in a remote environment.

What are the key skills and qualifications needed to thrive as a remote bank operations specialist, and why are they important?

To thrive as a Remote Bank Operations Specialist, you need a solid understanding of banking procedures, compliance regulations, and transaction processing, often supported by a degree in finance or business administration. Familiarity with core banking systems, digital transaction platforms, and secure communication tools is typically required. Strong attention to detail, problem-solving abilities, and effective remote communication skills help professionals excel in this role. These skills are critical for ensuring accurate financial operations, regulatory compliance, and seamless service delivery in a virtual banking environment.

What is the difference between Remote Bank Operations vs Remote Loan Processing Specialist?

AspectRemote Bank OperationsRemote Loan Processing Specialist
Required CredentialsBanking certifications, financial knowledgeLoan processing certifications, financial literacy
Work EnvironmentBanking institutions, financial servicesMortgage companies, lending firms
Employer & Industry UsageUsed across banks and financial institutionsPrimarily in mortgage and lending companies
Search & Comparison IntentUnderstanding banking operations rolesLoan processing and mortgage roles

Remote Bank Operations involves managing various banking functions such as account management, compliance, and transaction processing within financial institutions. In contrast, Remote Loan Processing Specialists focus specifically on evaluating and processing loan applications, often within mortgage or lending companies. While both roles require financial knowledge and certifications, their primary functions and work environments differ, catering to different aspects of banking and lending services.

Do remote bank operations hire remote workers?

Remote bank operations roles often hire remote workers, especially for tasks such as customer service, account management, and administrative support. These positions typically require familiarity with banking software, strong communication skills, and adherence to security protocols, and they may be available on flexible or full-time schedules.

Which banks allow remote working?

Many banks now offer remote working opportunities for bank operations roles, especially in customer service, back-office processing, and administrative positions. These roles often require familiarity with banking software, strong communication skills, and sometimes specific certifications, with remote work arrangements varying by institution and role requirements.

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

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

What cities in California are hiring for Remote Bank Operations jobs?

Cities in California with the most Remote Bank Operations job openings:

Remote Bank Operations jobs near you
Infographic showing various Remote Bank Operations job openings in California as of August 2026, with employment types broken down into 84% Full Time, 12% Part Time, 2% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Personal Banker - Relationship Officer III/IV (Laguna)

SAFE Credit Union

Elk Grove, CA • On-site, Remote

$25 - $27/hr

Full-time

Medical, Dental, Vision, Retirement

Posted 13 days ago

Job description

Hourly Range:
Relationship Officer III: $25.00 - $27.00
Relationship Officer IV: $27.00 - $29.00
Exact compensation may vary based on skill, experience and location.
Why SAFE?
SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce!
  • Professional Development Opportunities: Offering training programs, workshops, and mentorship.
  • Recognition and Appreciation: Regularly acknowledging employee achievements and contributions.
  • Flexible Work Arrangements: Providing options for remote work and flexible scheduling.
  • Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment.
  • Career Growth: Clear paths for career advancement and internal promotions.
  • Work-Life Balance: Encouraging a healthy balance between professional and personal life.
  • Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles.
  • Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging.  
  • Wellness Programs: Promoting physical and mental health through wellness initiatives and resources.
  • Strong Leadership: Having leaders who inspire, support, and guide their teams effectively.
  • Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values.
POSITION PURPOSE
Responsible for helping members with their banking needs and achievement of financial well-being. Demonstrates expertise in financial services, providing consistently great service, and acts as a knowledgeable resource for SAFE. Responsible for building and retaining relationships internally and externally, conducting financial assessments and recommending the most appropriate products and services to fulfill member’s needs. Offer member education to improve their financial well-being, share convenient self-service options and digital solutions. Fulfills member transactional requests, issue resolution, account maintenance and cross-sells services, establishes new account and handles loan applications. 
 
 
 
ESSENTIAL FUNCTIONS AND BASIC DUTIES
 
  • Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals.
  • Maintain focus on retaining and building member relationships by providing personalized member experiences and ensure our members needs are met during each interaction.
  • Accurately process member transaction requests and respond to member questions and inquiries.
  • Proactively address member concerns and complaints, striving to resolve issues in a positive manner.
  • Exercise effective cash handling skills and maintain an individual cash drawer.
  • Demonstrate strong knowledge of core products and loan solutions a wide range of financial solutions to provide personalized recommendations that meet the needs of each member.
 
  • Educate members on self-service and digital solutions at each opportunity, ensuring they understand and utilize the available technology for their financial management.
  • Identify opportunities to retain members by proactively offering solutions that address barriers or concerns for their account and/or relationship and recommend additional services where appropriate.
  • Educate members and potential members on the benefits of a SAFE membership and identify opportunities to grow membership by actively engaging in conversations that highlight the value of our products, services, and financial solutions.  
  • Utilize sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals.
  • Achieve personal sales, operational and service performance goals.
  • Assist in achievement of overall branch sales, service, and operational goals.
  • Actively participate in branch’s daily operational activities.
  • Oversee and execute the opening and closing duties of branch offices, including additional before-hours and after-hours operational tasks.
  • Maintain an ongoing awareness of developments and changes in policies, procedures, products, and services.
  • Establish new accounts and member relationships.
  • Demonstrate relationship building skills uncovering member needs to evaluate and offer best solutions.
  • Assist members with account maintenance, processing wires, submitting transactional disputes, lobby management and online/mobile banking solutions.
  • Process loan applications, perform loan maintenance for consumer vehicle loans, personal loans and credit cards while supporting member inquiries related to all loan types.
  • Serve as a subject matter expert being Digitally Certified.  Demonstrate proficiency in promoting, using, and educating members on digital, self-service options, troubleshooting digital tools, and with the potential opportunity to certify others.
  • Support other branch locations as needed by branch leadership.
  • Analyze member finances and credit data, as well as other relevant financial information, to evaluate and offer the best solutions.
  • Demonstrate knowledge of advanced deposit, account and lending solutions, as well as financial education tools, to help members achieve their financial goals.
  • Assist with safe deposit access, maintenance, new box opening and box closing.
  • Assist with the development of fellow to enhance their skills and knowledge.
  • Provide transaction approval within authority while assisting staff with transactions.
  • Assist staff in addressing member friction and error resolutions by offering solutions or products to enhance the member experience.
  • Obtain a Notary certification and Signature Guarantee certification as needed to support branch requirements.  
  • Proactively engage with members in the lobby, greeting them at the door to assess their needs, and provide tailored, solution-oriented options to drive member convenience and enhance the overall experience.
  • Assist in branch operational review to ensure compliance and operational soundness.
  • Assist with other duties, as assigned.
 
 
 
QUALIFICATIONS
 
Education/Certification:
High school diploma or GED. 
Required Knowledge:            
Two years of related customer service experience. At least 1 year of related banking experience. 
 
Experience Required:             
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 
 
WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARY
 
LANGUAGE SKILLS
  • Excellent communication skills (verbal, written, listening skills, and empathy).
  • Expert ability to build relationships with leaders, business partners, and stakeholders.
 
MATHEMATICAL SKILLS AND REASONING ABILITY 
  • Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
 
PHYSICAL DEMANDS AND WORK ENVIRONMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 
 
  • While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
  • The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
  • The employee must occasionally lift and/or move up to 10 pounds.
  • Specific vision abilities required by this job include close vision.
  • The noise level in the work environment is usually moderate.
 
 
 
INTENT AND FUNCTION OF JOB DESCRIPTIONS
 
This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions.  All descriptions have been reviewed to ensure that only essential functions and basic duties have been included.  Peripheral tasks, only incidentally related to each position, have been excluded.  Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions.  While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
 
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.  However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
 

Apply