Assistant Branch Manager

Columbia Bank; San Jose (CA); On-site; USD 44,000 - 51,000; Full time

Benefits offered by this job

Competitive Incentive Plan

Professional Development

Career Growth

Job summary

Columbia Bank in San Jose, CA, is seeking an Assistant/Branch Manager to work closely with the Branch Manager to drive branch goals and operational excellence. You will supervise tellers, open new accounts, process loans, and cross-sell services while delivering Breakthrough Client Service.

You will develop client relationships in the local community, coach staff, and ensure audits and controls are maintained. A banking/Business background and leadership experience are essential.

Qualifications

• High School Diploma or GED required.
• Associate’s or Bachelor’s in banking, business, or related field preferred.
• 2 years of retail banking experience required.
• 1 year of management or supervisory experience preferred.
• 1 year of consumer or small business lending origination preferred.
• Customer service background in retail or banking.
• Ability to grow sales by building long-term client relationships and offering solutions.
• Demonstrated leadership in professional, transparent, and courteous communications.
• Strong attention to detail and multi-tasking ability.
• Proficient with banking systems and related software.

Responsibilities

• Supervise and coach Tellers; may oversee personal bankers with Branch Manager.
• Lead day-to-day branch operations to meet standards and audits.
• Monitor sales and service goals and coach teams to deepen client relationships.
• Assist in opening new accounts, processing loan requests, and gathering credit information.
• Process branch operations: openings/closings, overdraft monitoring, wire transfers, collections, stop payments, controls.

Skills

Retail banking

Leadership

Customer service

Sales growth

Detail orientation

Banking software

Education

Associate/Bachelor's in banking or business

Tools

Banking software

Spreadsheets

Job description

San Jose, California

Full time

JR103735

About the Role:

This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day to day operational excellence in the branch, supervising and leading the Tellers, and by providing Breakthrough Client Service. The ABM also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as appropriate.

• 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.

About You:

• High School Diploma or GED, required.

• Associate’s or Bachelor’s, Vocational, or Technical Degree in banking, business, or related field or equivalent work experience preferred.

• 2 years of retail banking experience required.

• 1 year of management or supervisory experience preferred.

• 1 year of consumer and small business lending origination experience preferred.

• 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.

• This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements.

• This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.

Be a part of a bank that invests in you!

• Competitive Incentive Plan: Earn rewards that match your efforts.

• Professional Development: Grow your skills with our tailored premier banker programs.

• Career Growth: Clear paths to achieve your professional goals.

The pay range for this role is $32 - $37.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location:

Ability to work fully onsite at posted location(s).

225 W Santa Clara Street Suite 150 San Jose CA 95113

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an 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, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [e-mail] .

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive.

Our culture is built on Do RIGHT , which means:

• Relationships: We create authentic connections with customers, colleagues, and communities.

• Impact: Every role here makes a meaningful difference in people’s lives and local economies.

• Growth: We invest in your success with career development, mentorship, and learning opportunities.

• Heart: We care deeply about doing what’s best for our customers and each other.

• Trust: Integrity and transparency guide everything we do.

Why work for Columbia Bank?

• A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity.

• A culture of belonging and purpose, where your ideas matter and your work has impact.

• Competitive benefits and flexibility designed to help you thrive personally and professionally.

• Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives.