Assistant Branch Manager I

Columbia Bank•Napa, CA
•Onsite

About The Position

The Assistant Branch Manager I works closely with the Branch Manager to achieve branch and Bank goals by ensuring day-to-day operational excellence, supervising and leading Tellers, and providing Breakthrough Client Service. The role processes transactions, helps clients select appropriate account and loan products, cross-sells bank services, and makes referrals to other departments. It ensures the branch meets or exceeds operational standards and is responsible for satisfactory audits. The Assistant Branch Manager monitors sales and service goals and coaches team members to deepen client relationships using Client and Business Financial Review. The role develops and maintains long-term relationships with consumers and businesses in the local community and provides proactive solutions and problem resolution in alignment with the bank’s service standards. The position backs up the personal banking team by opening new accounts, receiving loan requests, and gathering credit-related information. It manages, leads, trains, and coaches Tellers, and may oversee personal bankers in collaboration with the Branch Manager. Technical duties include opening and closing the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls. The role requires registration as a Bank Mortgage Loan Originator (MLO) under the SAFE Act. It is limited to open-end mortgage transactions, such as home equity lines of credit, and is not authorized for closed-end mortgage transactions. The position is fully onsite at the posted Napa, California location. The pay range is $24–$32; the selected candidate’s rate depends on job-related factors, and the role may be eligible for performance-based incentive compensation.

Requirements

  • High school diploma or GED required.
  • Two years of retail banking experience required.
  • Customer service background in retail or banking.
  • Demonstrated ability to grow sales by building long-lasting, knowledge-based client relationships and offering customized solutions.
  • Demonstrated leadership skills, including handling difficult customer and associate conversations professionally, transparently, and courteously.
  • Strong attention to detail and ability to multitask effectively.
  • Proficient use of spreadsheets, banking computer systems, and related software; ability to operate office equipment and perform repetitive tasks such as counting cash, typing, and handling documents.
  • Must register as a Bank MLO in compliance with SAFE Act requirements; authorization is limited to open-end transactions, not closed-end transactions.

Nice To Haves

  • Associate’s or Bachelor’s degree, vocational degree, or technical degree in banking, business, or a related field, or equivalent work experience.
  • One year of management or supervisory experience.
  • One year of consumer and small business lending origination experience.

Responsibilities

  • Work closely with the Branch Manager to achieve branch and Bank goals and ensure day-to-day operational excellence.
  • Supervise and lead Tellers and provide Breakthrough Client Service.
  • Process transactions, place clients in appropriate account and loan products, cross-sell bank services, and make referrals to other departments as appropriate.
  • Ensure the branch meets or exceeds operational standards and achieve satisfactory audits.
  • Monitor sales and service goals and coach team members to deepen customer relationships using Client and Business Financial Review.
  • Develop and maintain strong, long-term relationships with consumers and businesses in the local community; provide proactive solutions and resolve problems in alignment with the bank’s service standards.
  • Back up the personal banking team by opening new accounts, receiving loan requests, and gathering credit-related information.
  • Manage, lead, train, and coach Tellers; may also oversee personal bankers in collaboration with the Branch Manager.
  • Perform and oversee branch opening and closing, overdraft monitoring, wire transfers and collections, stop payments, and monitoring of branch controls.
  • Act as a Bank MLO for open-end transactions only and register as an MLO in accordance with SAFE Act requirements.

Benefits

  • Competitive incentive plan with rewards tied to performance.
  • Professional development through tailored premier banker programs.
  • Career growth opportunities and clear paths toward professional goals.
  • Eligible associates scheduled to work at least 30 hours weekly receive comprehensive healthcare coverage, including medical, dental, and vision plans.
  • 401(k) retirement savings plan with employer match for qualifying associate contributions.
  • Employee assistance program.
  • Life insurance and disability insurance.
  • Tuition assistance.
  • Mental health resources.
  • Identity theft protection.
  • Legal support.
  • Auto and home insurance.
  • Pet insurance.
  • Access to an online discount marketplace.
  • Paid vacation, sick days, volunteer days, and holidays.
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