Umpqua Bank-posted 3 months ago
$18 - $25/Yr
Full-time • Entry Level
Atascadero, CA
1,001-5,000 employees
Credit Intermediation and Related Activities

This position works closely with the Assistant Manager and/or Branch Manager to attain branch and Bank goals. The Branch Supervisor consistently demonstrates Breakthrough Client Service Standards, ensures operational excellence, and supports associate development. This Branch Supervisor also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as appropriate. Opens and accurately processes all types of deposit and loan accounts including complex retail products such as consumer loans, VISA merchant accounts and small business loans providing solutions with cash management and Retail Business Solutions. Listens to the client's financial needs and cross-sells other bank services and refers customers to other departments as appropriate, to support the client's financial growth. Maintains direct contact with external and internal clients, and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards. 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. Maintains responsibility for cash drawer and follows proper balancing procedures. Facilitates the review and assessment of the operational/audit requirements of the branch. Provides input and support to any remediation or adjustments that will improve operational quality. Acts as back up to personal banking team to open new accounts, receive loan requests and gather credit-related information. Monitors sales and service goals. Routinely and consistently provides guidance and training to branch team. May supervise other associates on day-to-day activities, and act in the Branch Manager capacity when required. All employees are responsible for internal controls in the performance of their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become 'Business Bank of Choice'. May perform other duties as assigned.

  • Open and accurately process all types of deposit and loan accounts including complex retail products.
  • Listen to the client's financial needs and cross-sell other bank services.
  • Maintain direct contact with external and internal clients, providing proactive solutions.
  • Process and oversee technical tasks such as opening and closing of the branch.
  • Maintain responsibility for cash drawer and follow proper balancing procedures.
  • Facilitate the review and assessment of operational/audit requirements of the branch.
  • Act as back up to personal banking team to open new accounts and receive loan requests.
  • Monitor sales and service goals.
  • Provide guidance and training to branch team.
  • Supervise other associates on day-to-day activities when required.
  • Demonstrate compliance with all bank regulations and policies.
  • Maintain a working knowledge of Bank's written policies and procedures.
  • H.S Diploma/GED, associate's degree, or equivalent work experience in banking and finance.
  • 2 years of retail banking experience.
  • Demonstrated consumer and small business lending skills.
  • Strong attention to detail and ability to multi-task effectively.
  • Ability to maintain confidentiality and use tact and diplomacy.
  • Exceptional attention to detail and accuracy with written numbers and instructions.
  • Ability to anticipate and avoid problems by thinking about downstream impacts.
  • Proven ability to use spreadsheets and other computer software for analysis.
  • Knowledge of bank operating procedures, practices, and policies.
  • Ability to perform repetitive finger, hand, and arm movements.
  • Ability to lift up to 25 pounds.
  • Visual acuity required for tasks such as reading and data entry.
  • Ability to stand for extended periods of time.
  • 1 year of sales experience.
  • Comprehensive healthcare coverage (medical, dental, and vision plans).
  • 401(k)-retirement savings plan with employer match.
  • 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.
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