Assistant Branch Manager

Columbia Bank•San Jose, CA

23d•Onsite

About The Position

The Assistant Branch Manager works closely with the Branch Manager to achieve branch and Bank goals through day-to-day operational excellence, supervision and leadership of Tellers, and Breakthrough Client Service. The role processes transactions, connects clients with appropriate account and loan products, cross-sells banking services, and makes referrals to other departments. The Assistant Branch Manager ensures the branch meets or exceeds operating 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 builds long-term relationships with consumers and businesses in the local community and provides proactive solutions and problem resolution aligned with the Bank’s service standards. The Assistant Branch Manager 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 branch opening and closing, overdraft monitoring, wire transfers and collections, stop payments, and branch controls. This position is required to act as a Bank MLO and must register in compliance with SAFE Act requirements. It is authorized to act as a Bank MLO for open-end transactions only, 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 225 W Santa Clara Street, Suite 150, San Jose, CA 95113. The pay range is $26–$32; the selected candidate’s rate depends on job-related knowledge, skills, experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, with details provided during recruitment.

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 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.
Must register as a Bank MLO in compliance with SAFE Act requirements; authorization 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 closely with the Branch Manager to achieve 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 refer clients to other departments as appropriate.
Ensure the branch meets or exceeds operational standards and achieves 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 the Bank’s service standards.
Back up the personal banking team by opening accounts, receiving loan requests, and gathering credit-related information.
Manage, lead, train, and coach Tellers; potentially 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 register in compliance with SAFE Act requirements.

Benefits

Competitive incentive plan.
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.
Life insurance and 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.