Branch Relationship Banker (Personal Banker)- Santa Monica, CA
About The Position
California Bank & Trust is seeking a full-time Branch Relationship Banker (Personal Banker) to serve clients and customers at its Santa Monica branch. The role provides a full-service banking experience focused on relationship-building, sales, and personalized service. The banker opens accounts, supports consumer lending, recommends financial products and solutions, resolves client concerns, and builds relationships through follow-up and community outreach. The role also supports daily branch operations and may process cash transactions and originate and close consumer or small business loans. Assignment to another location within a reasonable distance (30 miles of the branch) may occur based on business needs, with proper notice.
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 in basic computer skills.
Nice To Haves
- Previous experience in a financial sales representative-oriented role.
Responsibilities
- Deliver an exceptional, 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, support consumer lending needs, and assist clients with financial services and solutions.
- Address client concerns directly or connect clients with appropriate internal partners.
- Identify opportunities to deepen client relationships by recommending relevant bank products and services, including commercial offerings.
- Follow up with clients and provide a consistent, high-quality experience.
- May process cash transactions, open and maintain accounts, and originate and close consumer or small business loans.
- Support daily branch operations, including transaction processing and other customer service responsibilities as needed.
- 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, flexible spending, 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
