Branch Relationship Banker (Personal Banker)- Brea, CA

California Bank & Trust•Brea, CA

2d•Onsite

About The Position

California Bank & Trust is seeking a full-time Branch Relationship Banker (Personal Banker) for its Brea branch. The role delivers full-service banking and personalized financial solutions while building strong relationships with new and existing clients. The banker supports branch operations, helps clients with accounts and consumer lending, recommends appropriate bank products and services, and contributes to community relationships through events and outreach. The associate may be reassigned, with proper notice, to another location within a reasonable distance of 30 miles based on business needs. The position is scheduled Monday through Friday, 8:30 a.m. to 5:30 p.m. The stated base salary range is $26.62–$31 per hour, depending on job-related factors such as experience.

Requirements

High school diploma or equivalent.
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 calls and proactive client relationship follow-up.
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 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.
Proficient basic computer skills.

Nice To Haves

Demonstrated proficiency in cash handling.
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 client needs and recommend relevant bank products and services, including commercial offerings.
Follow up with clients to deepen relationships and maintain a consistent, high-quality experience.
Process cash transactions and open and maintain accounts, as needed.
Originate and close consumer or small-business loans, as needed.
Support daily branch operations, including transaction processing and other customer service duties.
Perform other duties as assigned.
Work at an alternate location within 30 miles of the branch when business needs require, 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.
Competitive compensation based on work experience.
Mental health benefits, including coaching and therapy sessions.
Tuition reimbursement for qualifying employees in an accredited degree program related to business needs, up to $5,250 per calendar year; eligible upon hire.
Employee Ambassador preferred banking products.