Assistant Branch Manager

Columbia Bank•Portland, OR

2d•Onsite

About The Position

This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day to day operational excellence in the branch, supervising and leading the Tellers, and by providing Breakthrough Client Service. The ABM also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as appropriate. Ensures the branch meets or exceeds operations standards at all times. Responsible for satisfactory audits. Monitor sales and service goals, and coach other team members to deepen customer relationships using Client and Business Financial Review. Develops and maintains strong, long-term relationships with consumers and businesses in local community and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards. Acts as back up to personal banking team to open new accounts, receive loan requests and gather credit-related information. Manage, lead, train and coach client service specialists. May also oversee personal bankers in collaboration with Branch Manager. Process and oversee technical tasks such as opening and closing of the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls. Frequently services complex accounts. May back up new account openings. May back up client service specialist line when needed. May engage in business development activities in local community. All employees are responsible for internal controls in the performance of their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice.” May perform other duties as assigned.

Requirements

High School Diploma or GED, required.
3 years of retail banking experience required.
Customer service background in retail or banking.
Demonstrated ability to grow sales by developing long-lasting, knowledge-based relationships with clients and offering customized solutions.
Demonstrated leadership skills such as handling difficult customer and associate conversations in a professional, transparent, and courteous manner.
Strong attention to detail and the ability to multi-task effectively.
Proficient use of spreadsheets and other banking computer systems and related software, and ability to operate a variety of office equipment and to perform repetitive movements for tasks such as counting cash, typing, and handling documents.
Must act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain.
All MLOs will be required to register as an MLO complying with the SAFE Act requirements.
This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.

Nice To Haves

Associate’s or Bachelor’s, Vocational, or Technical Degree in banking, business, or related field or equivalent work experience preferred.
2 years of management or supervisory experience preferred.
2 years of consumer and small business lending origination experience preferred.
Effective training and mentoring skills.

Responsibilities

Attain branch and Bank goals by ensuring day to day operational excellence in the branch.
Supervise and lead Tellers.
Provide Breakthrough Client Service.
Process transactions.
Place clients in appropriate account and loan products.
Cross-sell other bank services and make referrals to other departments.
Ensure the branch meets or exceeds operations standards at all times.
Responsible for satisfactory audits.
Monitor sales and service goals.
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 problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.
Act as back up to personal banking team to open new accounts, receive loan requests and gather credit-related information.
Manage, lead, train and coach client service specialists.
Oversee personal bankers in collaboration with Branch Manager.
Process and oversee technical tasks such as opening and closing of the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls.
Service complex accounts.
Back up new account openings.
Back up client service specialist line when needed.
Engage in business development activities in local community.
Demonstrate compliance with all bank regulations for assigned job function.
Keep up to date on regulation changes.
Follow all Bank policies and procedures, compliance regulations, and complete all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable.
Coach, mentor, or train others and teach coursework as subject matter expert.
Actively learn, demonstrate, and foster the Columbia corporate culture in all actions and words.
Take personal initiative and be a positive example for others to emulate.
Embrace the vision to become “Business Bank of Choice.”
Perform other duties as assigned.