Branch Relationship Banker- Huntington Beach, CA
About The Position
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are seeking a motivated full-time Branch Relationship Banker (Personal Banker) to join California Bank & Trust in Huntington Beach, CA. The Branch Relationship Banker plays a key role in delivering a full-service banking experience and building strong, personalized relationships with branch clients.
Requirements
- High School diploma or equivalent and 2-6+ years' experience as a universal banker/personal banker or similar retail banking role.
- An equivalent combination of education and experience may meet qualifications.
- Solid understanding of standard retail banking products, services, transactions, and mathematical calculations.
- Practical knowledge of consumer lending applications and processes.
- Excellent communication and interpersonal skills, with a proven ability to build trust and lasting client relationships.
- Demonstrated ability in active selling, cross-selling, and client referral generation.
- Strong attention to detail, proactive problem-solving, efficient time-management, and proficiency in basic computer systems.
Nice To Haves
- Previous experience in a financial sales representative-oriented role preferred.
Responsibilities
- Delivers comprehensive, full-service relationship banking to both new and existing clients with an active focus on sales, service, and personalized solutions.
- Opens new accounts, originates and closes consumer or small business loans, and assists with branch cash transactions as needed to ensure smooth operational flow.
- Resolves client inquiries and service issues through direct personal action or by collaborating with alternative specialized bank departments.
- Identifies client financial needs and proactively makes strategic referrals for other bank products and services, including commercial lending solutions.
- Establishes and nurtures long-term, high-value customer relationships by providing extensive, tailored services that address specific individual and business goals.
- Maintains diligent client follow-up to ensure complete satisfaction, build trust, and deepen overall customer retention.
- You may be reassigned to an alternate location depending on business needs within a reasonable distance (30 miles of branch location) and given proper notice.
- Other duties as assigned.
Benefits
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance
- Paid Parental Leave
- Adoption Assistance
- Health Savings (HSA)
- Flexible Spending (FSA)
- Dependent care accounts
- Paid Training
- Paid Time Off (PTO)
- 11 Paid Federal Holidays, and any applicable state holidays
- 401(k) plan with company match
- Profit Sharing
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program 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
