Assistant Branch Manager

Columbia BankSan Diego, CA
$26 - $33Onsite

About The Position

Ensures the branch meets or exceeds operations standards at all times and is responsible for satisfactory audits. Monitors sales and service goals and coaches team members to deepen customer relationships using Client and Business Financial Review. Develops and maintains strong, long-term relationships with consumers and businesses in the local community, consistently providing proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards. Acts as back up to the personal banking team to open new accounts, receive loan requests, and gather credit-related information. Manages, leads, trains, and coaches Tellers. May also oversee personal bankers in collaboration with the Branch Manager. Processes and oversees technical tasks such as opening and closing of the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls. This position requires the individual to act as a Bank MLO (Mortgage Loan Originator) for open-end transactions (e.g., home equity lines of credit) only, complying with SAFE Act requirements.

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.
  • Effective training and mentoring skills.
  • Must act as a Bank MLO, registering as required by the SAFE Act.

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.

Responsibilities

  • 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 Tellers.
  • 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.
  • Act as a Bank MLO for open-end transactions, complying with SAFE Act requirements.

Benefits

  • Competitive Incentive Plan
  • Professional Development
  • Career Growth
  • Comprehensive healthcare coverage (medical, dental, and vision plans)
  • 401(k)-retirement savings plan with employer match
  • 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
  • Holidays
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