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Remote Banking Operations Jobs in California (NOW HIRING)

Truv

Senior DevOps Engineer

San Francisco, CA · Remote

$140K - $170K/yr

... 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 ...

LHH US

Operations Associate

Dublin, CA · Remote

$20 - $25.64/hr

This will be a 100% remote long-term contract opportunity with our client and will work PST hours. Product Operations Associate About the Role We're looking for a highly organized, detail-oriented ...

New

LHH US

Operations Associate

Dublin, CA · Remote

$20 - $25.64/hr

This will be a 100% remote long-term contract opportunity with our client and will work PST hours. Product Operations Associate About the Role We're looking for a highly organized, detail-oriented ...

New

SpaceX

Sr. Treasury Analyst

Hawthorne, CA · On-site +1

$120K - $175K/yr

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

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 ...

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Remote Banking Operations information

What is a remote banking operations?

A Remote Banking Operations job involves managing and overseeing banking processes, transactions, and customer support from a remote location. Professionals in this role handle tasks such as transaction processing, fraud monitoring, compliance checks, and account management. They use digital banking tools and communication platforms to ensure seamless financial operations. Strong analytical skills, attention to detail, and knowledge of banking regulations are essential for success in this role.

What are the key skills and qualifications needed to thrive in remote banking operations?

To excel in Remote Banking Operations, candidates should have a solid understanding of banking procedures, payment processing, and compliance regulations, generally supported by experience in financial services or a related degree. Familiarity with core banking software, digital transaction platforms, and secure communication tools is highly valued, along with certifications in areas like AML or KYC if applicable. Strong attention to detail, problem-solving abilities, and effective virtual communication are standout soft skills in this field. These competencies are essential for maintaining accuracy, safeguarding client data, and ensuring seamless banking operations in a remote environment.

What are some typical challenges faced in remote banking operations and how are they addressed?

In Remote Banking Operations, professionals often navigate challenges such as coordinating across multiple time zones, ensuring data security, and adapting quickly to evolving financial regulations. These are typically addressed through robust digital collaboration tools, ongoing training, and adherence to strict security protocols. Teams collaborate closely through virtual channels, participate in regular updates, and rely on standardized workflows to maintain accuracy and compliance. Proactive communication and embracing continuous learning play key roles in overcoming these challenges while supporting efficient banking operations.

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 are popular job titles related to Remote Banking Operations jobs in California? For Remote Banking Operations jobs in California, the most frequently searched job titles are:
What job categories do people searching Remote Banking Operations jobs in California look for? The top searched job categories for Remote Banking Operations jobs in California are:
What cities in California are hiring for Remote Banking Operations jobs? Cities in California with the most Remote Banking Operations job openings:
Remote Banking Operations jobs near you
Infographic showing various Remote Banking Operations job openings in California as of August 2026, with employment types broken down into 2% Internship, 94% Full Time, 2% Part Time, and 2% Contract. Highlights an 2% In-person, 2% Hybrid, and 96% Remote job distribution.

Personal Banker - Relationship Officer III/IV (Laguna)

SAFE Credit Union

Elk Grove, CA • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement

Posted 3 days ago

New

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.