Columbia Bank

Columbia Bank

Bank Operations Associate

Location : Milpitas, CA, 95035

Job Type : Other

Date Posted : 7 April 2026

Bank Operations Associate

Job Description:

As a Bank Operations Associate, one is responsible for delivering excellent customer service by addressing inquiries, resolving issues, and guiding customers on appropriate banking products and services.

Bank Operations Associates play a key role in upholding the bank's Breakthrough Client Service Standards and often serve as the primary point of contact for customers. With guidance from the Branch Manager and Assistant Branch Manager, they ensure banking transactions are completed accurately, ethically, and in full compliance with Columbia Bank policies and financial regulations. This role also focuses on building and strengthening client relationships through meaningful interactions that uncover customer needs and identify opportunities to offer additional banking solutions.

Responsibilities include:

  • Performs teller transactions and cash-handling activities with accuracy and confidentiality on a consistent basis.
  • Executes and supports daily operational tasks that help maintain the integrity and reputation of the branch.
  • Reduces operational risk by securely safeguarding cash and promptly processing accounting or fund transfers.
  • Engages effectively with internal and external customers, anticipates needs, and provides proactive solutions in alignment with the bank’s Breakthrough Client Service Standards.
  • Continuously expands knowledge of Columbia Bank’s products and services and remains current on updates and changes.
  • Identifies customer financial needs and recommends appropriate banking products and services.
  • Supports branch referral goals by identifying opportunities and referring customers to the appropriate banking partners.

Why Join Our Team:

  • Competitive incentive plan that rewards performance and contribution.
  • Personalized premier banker training programs designed to support professional development.
  • Clearly defined career advancement opportunities.

Our Benefits:

  • Competitive base wages.
  • Comprehensive healthcare coverage including medical, dental, and vision plans.
  • 401(k) retirement savings plan with employer matching contributions for eligible participants.
  • Employee Assistance Program (EAP) offering confidential guidance and support resources.
  • Life insurance and disability insurance coverage.
  • Tuition assistance.
  • Mental health resources.
  • Identity theft protection.
  • Legal support services.
  • Auto and home insurance options.
  • Pet insurance.
  • Access to an online discount marketplace.
  • Paid time off including vacation, sick leave, volunteer time, and holidays.

Qualifications include:

  • High school diploma or GED required.
  • One year of prior banking or customer service experience preferred.
  • Bilingual skills preferred.
  • Ability to learn and comply with all bank policies, procedures, and systems.
  • Demonstrates exceptional attention to detail and accuracy with numerical data and written or verbal instructions.
  • Consistently demonstrates the ability and willingness to build relationships with customers and fellow bank associates.

Embracing Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.

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