Branch Relationship Banker (Personal Banker)- Lancaster, CA

California Bank & Trust • Lancaster, CA

1d • Onsite

About The Position

California Bank & Trust is seeking a full-time Branch Relationship Banker (Personal Banker) to join its Lancaster branch. The role delivers comprehensive financial services, supports branch success, and cultivates long-term client relationships in a relationship-centered, collaborative workplace. The banker serves new and existing clients through proactive sales and exceptional service, handling account openings, consumer loan origination, cash transactions, and client service requests. The associate may be reassigned to another location within a reasonable distance (30 miles of the branch) based on business needs, with proper notice. Other duties may be assigned.

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.
• Proven customer service, interpersonal, and verbal and written communication skills.
• Effective selling, cross-selling, and referral skills.
• Solid mathematical, problem-solving, and negotiation skills.
• Solid interpersonal and relationship-building skills.
• Strong attention to detail and time management.
• 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, focusing on proactive sales and exceptional service.
• Manage new account openings, consumer loan origination, and client service requests efficiently and accurately.
• 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.
• Cultivate and maintain client relationships through personalized service tailored to individual financial needs.
• Perform other duties as assigned.
• Accept possible reassignment to an alternate branch within 30 miles based on business needs, with proper notice.

Benefits

• Medical, dental, and vision insurance starting day one.
• Life and disability insurance.
• Paid parental leave and adoption assistance.
• Health Savings Account (HSA), Flexible Spending Account (FSA), and dependent care accounts.
• Paid training.
• Paid time off (PTO) and 11 paid federal holidays, plus 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 business needs, up to $5,250 per calendar year; employees are eligible upon hire.
• Employee Ambassador preferred banking products.
• Competitive compensation aligned with work experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED