Assistant Branch Manager

Columbia Bank•San Luis Obispo, CA

17h•Onsite

About The Position

The Assistant Branch Manager works closely with the Branch Manager to help achieve branch and Bank goals through day-to-day operational excellence, teller supervision and leadership, and strong client service. The role processes transactions, connects clients with appropriate account and loan products, cross-sells Bank services, and makes referrals to other departments. The Assistant Branch Manager helps ensure the branch meets or exceeds operational standards and receives satisfactory audits. The role monitors sales and service goals and coaches team members to deepen customer relationships using Client and Business Financial Review. The position develops long-term relationships with consumers and businesses in the local community and provides proactive solutions and problem resolution consistent with the Bank’s service standards. It backs up the personal banking team by opening accounts, receiving loan requests, and gathering credit-related information. The role 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. This position requires the employee to act as a Bank Mortgage Loan Originator (MLO), registered in compliance with SAFE Act requirements. The role is authorized to act as an MLO only for open-end 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 1144 Morro Street, San Luis Obispo, California. The pay range is $20–$26 per hour, with potential performance-based incentive compensation. The selected candidate’s pay rate depends on job-related knowledge, skills, experience, education, and geographic location.

Requirements

High school diploma or GED.
At least 2 years of retail banking experience.
Customer service background in retail or banking.
Ability to grow sales by developing long-lasting, knowledge-based client relationships and offering customized solutions.
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, related software, and 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 for this position is limited to open-end transactions.

Nice To Haves

Associate’s or bachelor’s degree, 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 achieve branch and Bank goals and ensure day-to-day operational excellence.
Supervise, lead, train, and coach tellers; may also oversee personal bankers in collaboration with the Branch Manager.
Provide 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, providing proactive solutions and resolving 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.
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

Medical, dental, and vision coverage for eligible associates.
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 and legal support.
Auto and home insurance.
Pet insurance.
Access to an online discount marketplace.
Paid vacation, sick days, volunteer days, and holidays.
Competitive incentive plan and potential performance-based incentive compensation.
Professional development through tailored premier banker programs.
Career growth paths.