Assistant Branch Manager I

Columbia Bank-posted about 1 year ago

$47,216 - $62,504/Yr

Full-time • Entry Level

Santa Rosa, CA

1,001-5,000 employees

Credit Intermediation and Related Activities

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The Assistant Branch Manager I at Umpqua Bank plays a crucial role in supporting the branch manager to achieve established goals while managing a team focused on delivering exceptional customer service and operational efficiency. This position involves overseeing daily operations, training staff, and ensuring compliance with banking procedures, all while fostering a customer-centric environment.

Act as back up to personal banking team to open new accounts, receive loan requests, and gather credit-related information.
Ensure the branch is operationally sound.
Ensure that the client service specialists are trained and competent in explaining all products and services offered.
Monitor sales and service goals.
Process and oversee technical tasks such as opening and closing the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls.
Routinely and consistently provide guidance and training to branch team.
Resolve conflicts with minimal help.
May back up new accounts.
May back up client service specialist line.
Responsible for satisfactory audits.
Frequently service complex accounts.
Actively coach and mentor team to deepen customer relations.
Work with branch manager to identify business development opportunities.
Other projects and responsibilities as assigned.

High school diploma or GED.
Two years of retail banking experience or equivalent transferrable skills and experience.
Some management experience.
Proficient with Microsoft Office and any banking software used in the branch.
Training and mentoring skills.
Customer-focused service and sales skills.
Understand consumer and small business lending.
Overall knowledge of bank operations.
Previous client service specialist experience.

Bachelor's degree, preferred.
Bilingual, preferred.

Comprehensive healthcare coverage (medical, dental, and vision plans).
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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