Assistant Branch Manager

Columbia Bank•San Luis Obispo, CA

2d•$20 - $26•Onsite

About The Position

The Assistant Branch Manager works closely with the Branch Manager to help 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, helps clients select appropriate account and loan products, cross-sells bank services, and makes referrals to other departments when appropriate. The Assistant Branch Manager ensures that the branch meets or exceeds operational 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 in alignment 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. Duties also include processing and overseeing branch opening and closing, overdraft monitoring, wire transfers and collections, stop payments, and branch controls. The role requires registration as a Bank Mortgage Loan Originator (MLO) in compliance with SAFE Act requirements. It is authorized for open-end mortgage transactions only, such as home equity lines of credit, and is not authorized to act as a Bank Closed-End MLO. This is an onsite position at 1144 Morro Street, San Luis Obispo, California 93401. The pay range is $20–$26 per hour; the selected candidate’s rate depends on 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 by developing 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 movements such as counting cash, typing, and handling documents.
Register as an MLO in compliance with SAFE Act requirements.

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.
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 attain branch and Bank goals and ensure day-to-day operational excellence.
Supervise and lead Tellers, and manage, train, and coach them.
Provide Breakthrough Client Service and process client transactions.
Place clients in 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 strong, long-term relationships with consumers and businesses in the local community, providing proactive solutions and problem resolution.
Back up the personal banking team by opening new accounts, receiving loan requests, and gathering credit-related information.
Collaborate with the Branch Manager on potential oversight of personal bankers.
Process and oversee branch opening and closing, overdraft monitoring, wire transfers and collections, stop payments, and branch controls.
Register and act as a Bank MLO in compliance with SAFE Act requirements, limited to open-end transactions.

Benefits

Competitive incentive plan.
Professional development through tailored premier banker programs.
Career growth opportunities.
Medical, dental, and vision plans for eligible associates.
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.