Branch Operations & Client Service Leader

Columbia Bank

Napa (CA)

On-site

USD 33,000 - 44,000

Full time

11 days ago

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Benefits offered by this job

Competitive Incentive Plan
Professional Development
Career Growth

Job summary

Columbia Bank in Napa, California is seeking an Assistant Branch Manager who will work closely with the Branch Manager to achieve branch and bank goals by ensuring day-to-day operational excellence, supervising the Tellers, and delivering Breakthrough Client Service.

The ABM also processes transactions, places clients in appropriate account and loan products, cross-sells services, and makes referrals as appropriate.

Qualifications

  • 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.
  • Ability to grow sales by developing knowledge-based client relationships and providing customized solutions.

Responsibilities

  • Supervise and coach Tellers and may oversee personal bankers with Branch Manager.
  • Ensure branch meets operations standards and passes audits.
  • Monitor sales and service goals and coach team to deepen customer relationships.
  • Open new accounts, receive loan requests, and gather credit-related information.
  • Handle branch tasks such as opening/closing, overdraft monitoring, wire transfers, collections, stop payments, and branch controls.

Skills

Customer service
Sales ability
Relationship building
Leadership skills
Attention to detail
Multi-tasking
Conflict handling
Proficient with spreadsheets
Proficient with banking systems

Education

High School Diploma or GED
Associate/Bachelor in banking or related field

Tools

Spreadsheets
Banking software systems

Job description

Columbia Bank in Napa, California is seeking an Assistant Branch Manager who will work closely with the Branch Manager to achieve branch and bank goals by ensuring day-to-day operational excellence, supervising the Tellers, and delivering Breakthrough Client Service.

The ABM also processes transactions, places clients in appropriate account and loan products, cross-sells services, and makes referrals as appropriate.

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