Assistant Branch Manager

Columbia Bank•Modesto, CA
•Onsite

About The Position

The Assistant Branch Manager works closely with the Branch Manager to attain branch and Bank goals by ensuring day-to-day operational excellence, supervising and leading Tellers, and providing Breakthrough Client Service. The role processes transactions, connects clients with appropriate account and loan products, cross-sells bank services, and makes referrals. The Assistant Branch Manager ensures the branch meets or exceeds operations standards and is responsible for satisfactory audits. The role monitors sales and service goals and coaches team members to deepen customer relationships using Client and Business Financial Review. It also develops long-term relationships with consumers and businesses in the local community and provides proactive solutions and problem resolution aligned with the bank’s client 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. Additional duties include processing and overseeing branch opening and closing, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls. This position requires the employee to act as a Bank MLO and register in accordance with SAFE Act requirements. The role is limited to open-end mortgage transactions, such as home equity lines of credit, and is not authorized to act as a Bank Closed-End MLO. The position is fully onsite at 1300 K Street, Suite C, Modesto, CA 95354. The pay range is $20–$26; the selected candidate’s rate depends on factors including 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 through long-lasting, knowledge-based client relationships and 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 a variety of office equipment.
  • Ability to perform repetitive movements for tasks such as counting cash, typing, and handling documents.
  • Must register as an 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, or a vocational or technical degree, in banking, business, or a related field, or equivalent work experience.
  • 1 year of management or supervisory experience.
  • 1 year of consumer and small business lending origination experience.

Responsibilities

  • Work with the Branch Manager to attain 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 long-term relationships with consumers and businesses in the local community; provide proactive solutions and resolve problems in alignment with client 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 oversee personal bankers in collaboration with the Branch Manager.
  • Process and oversee branch opening and closing, overdraft monitoring, wire transfers and collections, stop payments, and branch controls.
  • Act as a Bank MLO for open-end transactions only and comply with SAFE Act registration requirements.

Benefits

  • Competitive incentive plan and potential performance-based incentive compensation.
  • Professional development through tailored premier banker programs.
  • Career growth opportunities.
  • Eligible associates receive medical, dental, and vision coverage.
  • 401(k) retirement savings plan with employer match for qualifying associate contributions.
  • Employee assistance program and mental health resources.
  • Life insurance and disability insurance.
  • Tuition assistance.
  • Identity theft protection and legal support.
  • Auto and home insurance and pet insurance.
  • Access to an online discount marketplace.
  • Paid vacation, sick days, volunteer days, and holidays.
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