Business Banker - Pasadena, CA

California Bank & Trust • Pasadena, CA

6d

About The Position

California Bank & Trust is seeking a relationship-driven Business Banker with experience in commercial real estate (CRE) and commercial and industrial (C&I) lending. The role acquires, analyzes, and grows high-value client relationships by delivering tailored credit and banking solutions. The Business Banker negotiates loan terms, manages portfolio risk, implements local marketing plans, and serves as a trusted financial counselor to support long-term profitability.

The position is responsible for growing, retaining, and expanding a portfolio of existing Business Banking clients, as well as sourcing new customers. It involves developing client relationships and relationship plans, identifying financial needs, recommending appropriate banking solutions, and meeting revenue and performance goals. The Business Banker manages a small commercial portfolio and regularly visits client locations.

Requirements

• Bachelor’s degree in banking, finance, or a related field, or an equivalent combination of education and experience.
• At least 1 year of credit-associated lending or other directly related experience.
• Knowledge of lending and credit analysis; commercial lending experience is preferable.
• Ability to expand loans and client relationships and cross-sell bank products.
• Familiarity with sales, loan processing, and closing processes.
• Skills and experience in applicant interviewing and perceptive character judgment.
• Ability to structure loans and monitor credit performance.
• Good interpersonal and communication skills.
• Working knowledge of software applications, including word processing and spreadsheets.

Nice To Haves

• Knowledge of lending and credit analysis, preferably in a commercial lending environment.
• Experience in commercial real estate (CRE) and commercial and industrial (C&I) lending.

Responsibilities

• Grow, retain, and expand a portfolio of existing Business Banking clients.
• Source new customers through referrals, client and prospect calls, and cross-selling efforts.
• Contribute to deposit growth by promoting and cross-selling additional banking products.
• Recommend appropriate solutions as a trusted advisor to meet clients’ objectives.
• Meet assigned revenue goals for the region and products.
• Develop a thorough understanding of assigned customers’ business and personal financial needs.
• Visit client locations regularly.
• Build knowledge of assigned clients and develop and manage a relationship plan for each client.
• Address client requests directly or refer them to the appropriate resource.
• Meet or exceed performance measures, including portfolio growth, revenue and profitability, retention, and customer satisfaction.
• Negotiate loan terms, manage portfolio risk, and implement local marketing plans.
• Structure loans and monitor credit performance.

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 eligible employees in qualifying accredited degree programs, up to $5,250 per calendar year.
• Employee Ambassador preferred banking products.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level