Assistant Branch Manager

Columbia Bank•San Jose, CA

24d•$26 - $32•Onsite

About The Position

The Assistant Branch Manager works closely with the Branch Manager to achieve branch and Bank goals by maintaining 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 as appropriate. 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 client relationships using 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 consistent 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 handles and oversees technical branch tasks, including opening and closing the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls. This role requires registration as a Bank mortgage loan originator (MLO) in compliance with the SAFE Act. It is authorized to perform MLO activities for open-end transactions only, such as home equity lines of credit, and is not authorized to act as a Bank Closed-End MLO.

Requirements

High school diploma or GED.
Two 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 office equipment and perform repetitive tasks such as counting cash, typing, and handling documents.
Register as a Bank MLO and comply with SAFE Act requirements; MLO activity is limited to open-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.
One year of management or supervisory experience.
One 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 and lead Tellers while providing Breakthrough Client Service.
Process transactions and help clients select appropriate account and loan products.
Cross-sell bank services and refer clients 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 local businesses, providing proactive solutions and resolving problems.
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.
Perform authorized Bank MLO activities for open-end transactions 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.
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 and pet insurance.
Access to an online discount marketplace.
Paid vacation, sick days, volunteer days, and holidays.