Assistant Branch Manager I

Columbia Bank•Napa, CA
•$24 - $32•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 when appropriate. The Assistant Branch Manager ensures the branch meets or exceeds operational standards and is responsible for satisfactory audits. The role monitors sales and service goals and coaches team members to deepen customer relationships through Client and Business Financial Review. It develops and maintains long-term relationships with consumers and businesses in the local community and provides proactive solutions and problem resolution in accordance 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. It also processes and oversees technical tasks such as opening and closing the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls. The position requires registration as a Bank Mortgage Loan Originator (MLO) in compliance with SAFE Act requirements. It is authorized to perform MLO activities only for open-end transactions, such as home equity lines of credit, and is not authorized to act as a Bank Closed-End MLO. This position is fully onsite at the posted location in Napa, California. The pay range is $24–$32; the selected candidate’s rate depends on job-related knowledge, skills, experience, education, and geographic location. The role may also be eligible for performance-based incentive compensation.

Requirements

  • High school diploma or GED.
  • At least 2 years of retail banking experience.
  • 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.
  • Proficiency with spreadsheets, banking computer systems, and related software.
  • Ability to operate a variety of office equipment and perform repetitive movements for tasks such as counting cash, typing, and handling documents.
  • Register as a Bank MLO in compliance with SAFE Act requirements.

Nice To Haves

  • Associate’s or Bachelor’s degree, or a vocational or technical degree in banking, business, or a related field, or equivalent work experience.
  • At least 1 year of management or supervisory experience.
  • At least 1 year of consumer and small-business lending origination experience.

Responsibilities

  • Work with the Branch Manager to attain branch and Bank goals.
  • Ensure day-to-day operational excellence and that the branch meets or exceeds operational standards.
  • Maintain satisfactory audit results.
  • Supervise and lead Tellers; manage, train, and coach them.
  • Potentially oversee personal bankers in collaboration with the Branch Manager.
  • Provide Breakthrough Client Service, process transactions, and help clients select appropriate account and loan products.
  • Cross-sell bank services and make referrals to other departments as appropriate.
  • 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, and provide proactive solutions and problem resolution.
  • Back up the personal banking team by opening new accounts, receiving loan requests, and gathering credit-related information.
  • Process and oversee branch opening and closing, overdraft monitoring, wire transfers and collections, stop payments, and branch-control monitoring.
  • Act as a Bank MLO for open-end transactions only and comply with SAFE Act registration requirements.

Benefits

  • Competitive incentive plan.
  • Professional development through tailored premier banker programs.
  • Career growth paths.
  • Medical, dental, and vision plans for eligible associates.
  • 401(k) retirement savings plan with employer match for qualifying associate contributions.
  • Employee assistance program.
  • Life insurance.
  • 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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