Branch Relationship Banker (Personal Banker)- Lancaster, CA
About The Position
California Bank & Trust is seeking a full-time Branch Relationship Banker (Personal Banker) in Lancaster, California. The role delivers comprehensive financial services and develops long-term client relationships to support branch success. Associates work in a relationship-centered, collaborative culture that supports employees’ growth and values their diverse experiences and perspectives. California Bank & Trust is a California-focused financial services company with more than 80 full-service branches and has operated for 70 years. The bank is a division of Zions Bancorporation. The position focuses on proactive sales and exceptional service for new and existing clients. It handles account openings and updates, consumer loan origination, cash transactions, and client service requests, while recommending suitable banking products and services, including commercial lending solutions. The banker may be reassigned to another location within a reasonable distance (30 miles of the branch) based on business needs and with proper notice. Other duties may be assigned. The schedule is Monday through Friday, 8:30 a.m. to 5:30 p.m. The position offers a base salary range of $23.88–$26 per hour, depending on job-related factors such as experience.
Requirements
- High school diploma or equivalent.
- At least 1 year of experience in sales, teller work, new accounts, loan processing, or other directly related experience; an equivalent combination of education and experience may qualify.
- Working knowledge of mathematical calculations and standard banking products, services, and transactions.
- Solid knowledge of retail products and services.
- Basic knowledge of consumer lending applications.
- Customer service, interpersonal, and verbal and written communication skills.
- Effective selling, cross-selling, and referral skills.
- Mathematical, problem-solving, and negotiation skills.
- Interpersonal and relationship-building skills.
- Attention to detail and time-management skills.
- Proficiency in basic computer skills.
Nice To Haves
- Previous experience in a financial sales representative-oriented role.
Responsibilities
- Deliver comprehensive banking services to new and existing clients, emphasizing proactive sales and exceptional service.
- Manage new account openings, consumer loan origination, and client service requests accurately and efficiently.
- Resolve complex client inquiries and concerns through direct action or internal referrals.
- Recommend appropriate banking products and services, including commercial lending solutions, to expand client relationships.
- Execute cash transactions, open or update accounts, and originate and close consumer or small business loans.
- Build and maintain client relationships through personalized service tailored to clients’ financial needs.
- Perform other duties as assigned.
Benefits
- Medical, dental, and vision insurance starting on 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
