Branch Relationship Banker (Personal Banker)- Santa Monica, CA

California Bank & Trust•Santa Monica, CA

1d•Onsite

About The Position

California Bank & Trust is seeking a full-time Branch Relationship Banker to serve clients at its Santa Monica branch. The role provides a full-service banking experience, with an emphasis on building client relationships, delivering personalized service, and recommending financial solutions. The banker also helps connect the branch with its community through events and outreach activities. The employee may be reassigned, with proper notice, to another location within 30 miles of the branch based on business needs.

Requirements

High school diploma or equivalent and at least 2 years of experience as a universal banker, personal banker, or in a similar retail banking role; an equivalent combination of education and experience may qualify.
Proficient knowledge of mathematical calculations and standard banking products, services, and transactions.
Strong knowledge of retail products and services.
Basic knowledge of consumer lending applications.
Strong verbal and written customer service, interpersonal, and communication skills.
Effective selling, cross-selling, and referral skills.
Strong mathematical, problem-solving, and negotiation skills.
Strong relationship-building skills.
Strong attention to detail and time management.
Proficient basic computer skills.

Nice To Haves

Previous experience in a financial sales representative-oriented role.

Responsibilities

Deliver a full-service banking experience to new and existing clients, emphasizing relationship-building, sales, and personalized service.
Plan and host branch events and community outreach activities to strengthen local relationships.
Open new accounts and support consumer lending needs by assisting clients with financial services and solutions.
Address client concerns directly or connect clients with appropriate internal partners.
Recommend relevant bank products and services, including commercial offerings, based on client needs.
Follow up with clients to build lasting connections and provide a consistent, high-quality experience.
Process cash transactions, open and maintain accounts, and originate and close consumer or small business loans, as applicable.
Support daily branch operations, including transaction processing and other customer service responsibilities.
Perform other duties as assigned.

Benefits

Medical, dental, and vision insurance starting day one.
Life and disability insurance.
Paid parental leave and adoption assistance.
Health Savings Account, Flexible Spending Account, and dependent care accounts.
Paid training and paid time off.
11 paid federal holidays and applicable state holidays.
401(k) plan with company match.
Profit sharing.
Competitive compensation based on work experience.
Mental health benefits, including coaching and therapy sessions.
Tuition reimbursement for qualifying employees enrolled in an accredited degree program related to business needs, up to $5,250 per calendar year; employees are eligible upon hire.
Employee Ambassador preferred banking products.