Branch Relationship Banker (Personal Banker)- Brea, CA
About The Position
California Bank & Trust is seeking a full-time Branch Relationship Banker (Personal Banker) to serve clients at its Brea branch. The role provides a full-service banking experience focused on relationship-building, sales, and personalized service. The banker builds local relationships through community events and outreach, helps clients find appropriate financial products and services, and works with internal partners to address client needs. The position may be reassigned to another location within a reasonable distance (30 miles of the branch) 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.
- Demonstrated success in sales, cross-selling, and generating quality referrals.
- Experience conducting outbound calling and proactive client relationship follow-up.
- Proficiency in mathematical calculations and knowledge of standard banking products, services, and transactions.
- Strong knowledge of retail products and services.
- Basic knowledge of consumer lending applications.
- Strong customer service, interpersonal, and verbal and written 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 skills.
- Proficiency in basic computer skills.
Nice To Haves
- Demonstrated proficiency in cash handling.
- 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, support consumer lending needs, and assist clients with financial services and solutions.
- Address client concerns 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 relationships and provide a consistent, high-quality experience.
- Process cash transactions, open and maintain accounts, and originate and close consumer or small business loans as needed.
- 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, flexible spending, and dependent care accounts.
- Paid training.
- Paid time off and 11 paid federal holidays, plus 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 a business-related accredited degree program, up to $5,250 per calendar year; eligibility begins upon hire.
- Employee Ambassador preferred banking products.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
