Relationship Banker jobs at California Bank of Commerce - 35 jobs
Branch Relationship Banker - Oxnard, CA
California Bank & Trust 4.4
Relationship banker job at California Bank of Commerce
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 looking for a Branch RelationshipBanker (Personal Banker) to provide top notch customer service to our clients and customers at our Oxnard, CA branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!
Essential Functions:
* Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
* Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
* Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
* Follows up with clients as needed.
* May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
* Responsible to resolve customer service issues.
* Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
* May be responsible for processing cash transactions and other customer service duties within the branch.
* Other duties as assigned.
Qualifications:
* High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
* Previous experience in a financial sales representative-oriented role preferred.
* Working knowledge of mathematical calculations and standard banking products, services and transactions.
* Solid knowledge of all retail products and services.
* Basic knowledge of consumer lending applications.
* Proven customer service, interpersonal and communication skills, both verbal and written.
* Effective selling, cross-selling and referral skills.
* Solid mathematical, problem-solving and negotiation skills.
* Solid interpersonal & relationship building skills.
* Strong attention to detail and time management.
* Proficient in basic computer skills.
Schedule: Monday - Friday, 8:30am - 5:30pm
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* 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
This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.
$22-28 hourly 47d ago
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Branch Relationship Banker - Golden Triangle - La Jolla, CA
California Bank & Trust 4.4
Relationship banker job at California Bank of Commerce
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 looking for a Branch RelationshipBanker (Personal Banker) to provide top notch customer service to our clients and customers at our Golden Triangle, La Jolla, CA Branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!
Essential Functions:
* Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
* Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
* Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
* Follows up with clients as needed.
* May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
* Responsible to resolve customer service issues.
* Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
* May be responsible for processing cash transactions and other customer service duties within the branch.
* Other duties as assigned.
Qualifications:
* High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
* Previous experience in a financial sales representative-oriented role preferred.
* Working knowledge of mathematical calculations and standard banking products, services and transactions.
* Solid knowledge of all retail products and services.
* Basic knowledge of consumer lending applications.
* Proven customer service, interpersonal and communication skills, both verbal and written.
* Effective selling, cross-selling and referral skills.
* Solid mathematical, problem-solving and negotiation skills.
* Solid interpersonal & relationship building skills.
* Strong attention to detail and time management.
* Proficient in basic computer skills.
Schedule: Monday - Friday, 8:30am - 5:30pm
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* 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
This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.
$22-28 hourly 30d ago
Senior Relationship Banker
East West Bank 4.7
California jobs
Introduction
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
Being the next generation Senior RelationshipBanker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.
As a Sr. RelationshipBanker, you will play a key role in
managing, retaining, and acquiring long-lasting win-win relationships with our customers
actively assessing clients' financial information to recommend, present, and sell additional products and services to meet their needs
leveraging the bank's latest technology products to meet our customers' expanding needs
We will help you grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers.
Responsibilities
Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products
Source and develop loans including but not limited to HELOC, Residential Loan and Commercial Loan
Comply with annual renewals and all regulations for MLO; understand the interest rates, financing, and calculations to better service potential mortgage customers
Maintain a thorough knowledge of the bank's loan products and an understanding of the qualifications required
Assist customers with financial needs such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange
Highly motivated self-starter with a strong work ethic and focus on results with clients' best interest in mind
Applies strong critical thinking and problem-solving skills to meet clients' needs
Engage and partner with team members and other lines of business to offer most appropriate products to customers
Communicates effectively and confidently while engaging with clients
Mentor, coach and provide guidance to employees to achieve sales and service goals for the branch
Expert in using digital resources and technologies to optimize clients' digital banking experience
Strong desire and ability to influence, educate, and connect customers to technology
May perform other duties as assigned
Qualifications
High school diploma or general education degree (GED) required; Bachelor's degree preferred
2+ years of customer service, teller, sales experience, and MLO experience within the banking and/or financial service industry
Series 6 and 63 investment and life insurance license
Strong financial acumen and communication skills
Proficiency in sales and service including prospecting and networking
Strong familiarity and fluency with branch technology, mobile and online banking platforms
Strong problem-solving, decision-making, and customer-service skills
Able to adapt to new process and technologies quickly
Ability to follow standard operating policies and procedures
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation The base pay range for this position is USD $24.00/Hr. - USD $27.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
$24-27 hourly Auto-Apply 30d ago
Relationship Banker - Petaluma East
Exchange Bank 4.7
Petaluma, CA jobs
This position is scheduled 40 hours per week, 8:30am to 5:30pm Monday - Friday. The schedule is subject to change based on the business needs of the Bank. Do you excel at customer service? Do you enjoy working with the public? Do you enjoy working on a team with wonderful people who genuinely care about each other?
If this sounds like you, Exchange Bank may be your next great career opportunity!
In this front-line customer facing role you will build long term customer relationships and educate customers on our full range of products and services. You will handle both teller and new account transactions and provide a superior customer experience during every interaction. You are skilled at communicating with customers in order to discover new bank products and services that can create cross-selling and referral opportunities.
Your Role
The RelationshipBanker has a passion to do what is right for each customer and build long term customer relationships. They possess in-depth knowledge to make connections, discover needs, share recommendations and grow relationships. They are skilled at communicating with customers to discover unmentioned or unknown financial needs. RelationshipBankers retain and expand their book of business by deepening relationships through cross-sales and referrals. A RelationshipBanker has a broad knowledge of Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing a superior customer experience during every interaction.
Customer Experience
* Accurately and confidently process customer deposits, withdrawals and loan payments, cash checks and other transactions.
* Process a variety of customer transactions and requests including stop payment requests, funds transfer requests, address changes and account research.
* Educate customers on a full range of retail products and services including deposit accounts, non-equity consumer loans, credit cards, cash management, merchant services and safe deposit boxes.
* Facilitate ongoing relationship servicing with existing customers to nurture loyalty and retention as well as acquire additional business.
Sales
* Recommend cross-sell opportunities by asking customers open-ended questions.
* Identify and recommend non-equity consumer loan products through interviewing customer and understanding their needs.
* Provide and accept loan applications, including creating and forwarding packages to the Bank's Consumer Lending Department.
Who You Are
* Confident communicating with customers from a diverse range of backgrounds and experiences.
* Have a positive, upbeat and professional personality.
* Have experience with cash handling, including a basic understanding of banking principles.
* Able to work branch hours, including weekends, and some evenings.
* Have at least one year experience working in banking, retail or a customer service role.
Compensation
The hiring range for this position is $20.40 to $30.32 per hour. The compensation offered will fall within this range commensurate with the candidate's applicable experience, education and skills.
Who We Are
Established in 1890, Exchange Bank is one of the most unique community banks in the United States because of our history, ownership and legacy. Our employees enjoy a work environment that values a work/family balance, encourages community involvement and provides a competitive compensation and benefit package.
Our Mission - From generation to generation, we invest in people, business and community to build a strong future.
Commitment - Respect - Integrity - Teamwork
$20.4-30.3 hourly 4d ago
Branch Relationship Banker - Palm Desert, CA
California Bank & Trust 4.4
Relationship banker job at California Bank of Commerce
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 looking for a Branch RelationshipBanker (Personal Banker) to provide top notch customer service to our clients and customers at our Palm Paseo, Palm Desert CA Branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!
Essential Functions:
* Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
* Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
* Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
* Follows up with clients as needed.
* May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
* Responsible to resolve customer service issues.
* Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
* May be responsible for processing cash transactions and other customer service duties within the branch.
* Other duties as assigned.
Qualifications:
* High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
* Previous experience in a financial sales representative-oriented role preferred.
* Working knowledge of mathematical calculations and standard banking products, services and transactions.
* Solid knowledge of all retail products and services.
* Basic knowledge of consumer lending applications.
* Proven customer service, interpersonal and communication skills, both verbal and written.
* Effective selling, cross-selling and referral skills.
* Solid mathematical, problem-solving and negotiation skills.
* Solid interpersonal & relationship building skills.
* Strong attention to detail and time management.
* Proficient in basic computer skills.
Schedule: Monday - Friday, 8:30am - 5:30pm
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* 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
This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.
$22-28 hourly 39d ago
Relationship Banker - Coddingtown
Exchange Bank 4.7
Santa Rosa, CA jobs
This position is scheduled 24 hours per week, 8:30 to 5:30 Monday, Tuesday and Wednesday. The schedule is subject to change based on the business needs of the Bank. Do you excel at customer service? Do you enjoy working with the public? Do you enjoy working on a team with wonderful people who genuinely care about each other?
If this sounds like you, Exchange Bank may be your next great career opportunity!
In this front-line customer facing role you will build long term customer relationships and educate customers on our full range of products and services. You will handle both teller and new account transactions and provide a superior customer experience during every interaction. You are skilled at communicating with customers in order to discover new bank products and services that can create cross-selling and referral opportunities.
Your Role
Customer Experience
* Accurately and confidently process customer deposits, withdrawals and loan payments, cash checks and other transactions.
* Process a variety of customer transactions and requests including stop payment requests, funds transfer requests, address changes and account research.
* Educate customers on a full range of retail products and services including deposit accounts, non-equity consumer loans, credit cards, cash management, merchant services and safe deposit boxes.
* Facilitate ongoing relationship servicing with existing customers to nurture loyalty and retention as well as acquire additional business.
Sales
* Recommend cross-sell opportunities by asking customers open-ended questions.
* Identify and recommend non-equity consumer loan products through interviewing customer and understanding their needs.
* Provide and accept loan applications, including creating and forwarding packages to the Bank's Consumer Lending Department.
Who You Are
* Confident communicating with customers from a diverse range of backgrounds and experiences.
* Have a positive, upbeat and professional personality.
* Have experience with cash handling, including a basic understanding of banking principles.
* Able to work branch hours, including weekends, and some evenings.
* Have at least one year experience working in banking, retail or a customer service role.
Compensation
The hiring range for this position is $20.40 to $24.34 per hour. The compensation offered will fall within this range commensurate with the candidate's applicable experience, education and skills.
Who We Are
Established in 1890, Exchange Bank is one of the most unique community banks in the United States because of our history, ownership and legacy. Our employees enjoy a work environment that values a work/family balance, encourages community involvement and provides a competitive compensation and benefit package.
Our Mission - From generation to generation, we invest in people, business and community to build a strong future.
Commitment - Respect - Integrity - Teamwork
$20.4-24.3 hourly 21d ago
Relationship Banker - Coddingtown
Exchange Bank 4.7
Santa Rosa, CA jobs
This position is scheduled 37 hours per week, 8:30 to 5:30 Monday, Wednesday, Thursday, Friday and 8:30 to 1:30 on Saturday. The schedule is subject to change based on the business needs of the Bank. Do you excel at customer service? Do you enjoy working with the public?
Do you enjoy working on a team with wonderful people who genuinely care about each other?
If this sounds like you, Exchange Bank may be your next great career opportunity!
In this front-line customer facing role you will build long term customer relationships and educate customers on our full range of products and services. You will handle both teller and new account transactions and provide a superior customer experience during every interaction. You are skilled at communicating with customers in order to discover new bank products and services that can create cross-selling and referral opportunities.
Your Role
Customer Experience
* Accurately and confidently process customer deposits, withdrawals and loan payments, cash checks and other transactions.
* Process a variety of customer transactions and requests including stop payment requests, funds transfer requests, address changes and account research.
* Educate customers on a full range of retail products and services including deposit accounts, non-equity consumer loans, credit cards, cash management, merchant services and safe deposit boxes.
* Facilitate ongoing relationship servicing with existing customers to nurture loyalty and retention as well as acquire additional business.
Sales
* Recommend cross-sell opportunities by asking customers open-ended questions.
* Identify and recommend non-equity consumer loan products through interviewing customer and understanding their needs.
* Provide and accept loan applications, including creating and forwarding packages to the Bank's Consumer Lending Department.
Who You Are
* Confident communicating with customers from a diverse range of backgrounds and experiences.
* Have a positive, upbeat and professional personality.
* Have experience with cash handling, including a basic understanding of banking principles.
* Able to work branch hours, including weekends, and some evenings.
* Have at least one year experience working in banking, retail or a customer service role.
Compensation
The hiring range for this position is $20.40 to $24.34 per hour. The compensation offered will fall within this range commensurate with the candidate's applicable experience, education and skills. The Bank has 3 levels of RelationshipBankers. Compensation offered will be within the range of a specific level.
Who We Are
Established in 1890, Exchange Bank is one of the most unique community banks in the United States because of our history, ownership and legacy. Our employees enjoy a work environment that values a work/family balance, encourages community involvement and provides a competitive compensation and benefit package.
Our Mission - From generation to generation, we invest in people, business and community to build a strong future.
Commitment - Respect - Integrity - Teamwork
$20.4-24.3 hourly 21d ago
Relationship Banker - Rohnert Park
Exchange Bank 4.7
Rohnert Park, CA jobs
This position is scheduled 37 hours per week, 8:30am to 5:30pm Monday, Wednesday, Thursday, Friday, and 8:30am to 1:30pm Saturday. The schedule is subject to change based on the business needs of the Bank. Do you excel at customer service? Do you enjoy working with the public?
Do you enjoy working on a team with wonderful people who genuinely care about each other?
If this sounds like you, Exchange Bank may be your next great career opportunity!
In this front-line customer facing role you will build long term customer relationships and educate customers on our full range of products and services. You will handle both teller and new account transactions and provide a superior customer experience during every interaction. You are skilled at communicating with customers in order to discover new bank products and services that can create cross-selling and referral opportunities.
Your Role
The RelationshipBanker has a passion to do what is right for each customer and build long term customer relationships. They possess in-depth knowledge to make connections, discover needs, share recommendations and grow relationships. They are skilled at communicating with customers to discover unmentioned or unknown financial needs. RelationshipBankers retain and expand their book of business by deepening relationships through cross-sales and referrals. A RelationshipBanker has a broad knowledge of Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing a superior customer experience during every interaction.
Customer Experience
* Accurately and confidently process customer deposits, withdrawals and loan payments, cash checks and other transactions.
* Process a variety of customer transactions and requests including stop payment requests, funds transfer requests, address changes and account research.
* Educate customers on a full range of retail products and services including deposit accounts, non-equity consumer loans, credit cards, cash management, merchant services and safe deposit boxes.
* Facilitate ongoing relationship servicing with existing customers to nurture loyalty and retention as well as acquire additional business.
Sales
* Recommend cross-sell opportunities by asking customers open-ended questions.
* Identify and recommend non-equity consumer loan products through interviewing customer and understanding their needs.
* Provide and accept loan applications, including creating and forwarding packages to the Bank's Consumer Lending Department.
Who You Are
* Confident communicating with customers from a diverse range of backgrounds and experiences.
* Have a positive, upbeat and professional personality.
* Have experience with cash handling, including a basic understanding of banking principles.
* Able to work branch hours, including weekends, and some evenings.
* Have at least one year experience working in banking, retail or a customer service role.
Compensation
The hiring range for this position is $20.40 to $30.32 per hour. The compensation offered will fall within this range commensurate with the candidate's applicable experience, education and skills.
Who We Are
Established in 1890, Exchange Bank is one of the most unique community banks in the United States because of our history, ownership and legacy. Our employees enjoy a work environment that values a work/family balance, encourages community involvement and provides a competitive compensation and benefit package.
Our Mission - From generation to generation, we invest in people, business and community to build a strong future.
Commitment - Respect - Integrity - Teamwork
$20.4-30.3 hourly 34d ago
Branch Relationship Banker - Fremont, CA
California Bank & Trust 4.4
Relationship banker job at California Bank of Commerce
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 looking for a Branch RelationshipBanker (Personal Banker) to provide top notch customer service to our clients and customers at our Fremont, CA Branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!
Essential Functions:
Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
Follows up with clients as needed.
May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
Responsible to resolve customer service issues.
Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
May be responsible for processing cash transactions and other customer service duties within the branch.
Other duties as assigned.
Qualifications:
High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
Previous experience in a financial sales representative-oriented role preferred.
Working knowledge of mathematical calculations and standard banking products, services and transactions.
Solid knowledge of all retail products and services.
Basic knowledge of consumer lending applications.
Proven customer service, interpersonal and communication skills, both verbal and written.
Effective selling, cross-selling and referral skills.
Solid mathematical, problem-solving and negotiation skills.
Solid interpersonal & relationship building skills.
Strong attention to detail and time management.
Proficient in basic computer skills.
Schedule: Monday - Friday
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
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
This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.
$22-28 hourly 60d+ ago
Private Banker
Mechanics Bank 4.2
Los Angeles, CA jobs
Mechanics Bank is currently searching for a Private Banker to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Beverly Hills Branch.
As a Private Banking Relationship Manager, you will be responsible for developing high net worth private client relationships and providing a full complement of banking and financial services, including residential mortgages, business lines of credit, other credit facilities, deposits and investment management for our clients. You will acquire clients by networking with your community, professional service firms and real estate brokers to build relationships and a referral network to provide superior service and help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank's business in a team environment.
What you will be doing:
* Service - Be the single point of contact for clients and run point on all inquiries and requests, ensuring they are handled in a timely manner (within our SLA) while providing outstanding service to build long lasting relationship and gather referrals.
* Growth - Responsible for growing deposits and using credit facilities (single family, business LOC, CRE, multifamily, personal LOC) to attract private banking cliental. Having a deep understanding of credit, underwriting, pricing, risk, and treasury management products. Knowledge of local real estate markets, rates and current economy. Reporting progress on pipeline tracker and meeting regularly with leadership about prospects.
* Collaboration - Work and build relationship with internal partners from all lines of business within the bank to expand on cross selling and providing clients with the necessary financial tools and products.
* Marketing - Align with local associations, networking groups and COI's to market yourself and the bank. Attend events and functions where high net worth individuals and professional services are the target audience.
* Team - Work with other private bankers on client interaction, attend client calls with other private bankers and learn processes to develop a understanding of the private bank. Assist with the training and development of less experienced members of the team.
Who you are:
* Minimum 5 years related experience in private banking and lending required. Experience should include knowledge of banking and lending products for personal and business, real estate loans secured by various types of collateral and unsecured credit.
* Bachelor's Degree in Business, Management, Finance, or related degree preferred. Or equivalent work experience.
* High School or GED required.
* Travel required: 10-20%
* Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, customers, the general public and professional peers. A solid understanding of business and banking terminology.
* Ability to work with mathematical concepts such as fractions, percentages, ratios, and proportions to business related situations. Basic understanding of accounting, including financial statement and credit analysis skills.
* Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Demonstrated negotiation skills.
* Ability to create new word processing and spreadsheet files using generally accepted formats. Ability to use data base programs and other banking specific programs and to access reports. Ability to use software documentation and help features. Aptitude for learning advanced features and specialized software programs.
* Ability to manage multiple clients, loan requests, deadlines and other priorities.
* Utilizes critical and creative thinking skills
* Ability to work as part of a team. Oral and written communication skills. Ability to influence others. Customer/client orientation. Ability to identify and seek needed information/research skills, Analytical thinking skills. Detail oriented. Interpersonal skills.
#LI-HJ1
Salary Range: $120,000-193,500 annually
Eligible for commission/incentive plans
Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:
* Medical, prescription, dental, and vision coverage for employees and their eligible family members
* Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
* Health Savings Account with employer contribution
* Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
* 401(k) and Roth 401(k) with company contribution
* 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
* Supplemental Health plans, Voluntary Legal and Identity Theft Services
* 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
* Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
* Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
* Please view Equal Employment Opportunity Posters provided by OFCCP here.
* To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank
[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$38k-61k yearly est. Auto-Apply 60d+ ago
Private Banker
Mechanics Bank 4.2
Beverly Hills, CA jobs
Mechanics Bank is currently searching for a Private Banker to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Beverly Hills Branch.
As a Private Banking Relationship Manager, you will be responsible for developing high net worth private client relationships and providing a full complement of banking and financial services, including residential mortgages, business lines of credit, other credit facilities, deposits and investment management for our clients. You will acquire clients by networking with your community, professional service firms and real estate brokers to build relationships and a referral network to provide superior service and help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank's business in a team environment.
What you will be doing:
Service - Be the single point of contact for clients and run point on all inquiries and requests, ensuring they are handled in a timely manner (within our SLA) while providing outstanding service to build long lasting relationship and gather referrals.
Growth - Responsible for growing deposits and using credit facilities (single family, business LOC, CRE, multifamily, personal LOC) to attract private banking cliental. Having a deep understanding of credit, underwriting, pricing, risk, and treasury management products. Knowledge of local real estate markets, rates and current economy. Reporting progress on pipeline tracker and meeting regularly with leadership about prospects.
Collaboration - Work and build relationship with internal partners from all lines of business within the bank to expand on cross selling and providing clients with the necessary financial tools and products.
Marketing - Align with local associations, networking groups and COI's to market yourself and the bank. Attend events and functions where high net worth individuals and professional services are the target audience.
Team - Work with other private bankers on client interaction, attend client calls with other private bankers and learn processes to develop a understanding of the private bank. Assist with the training and development of less experienced members of the team.
Who you are:
Minimum 5 years related experience in private banking and lending required. Experience should include knowledge of banking and lending products for personal and business, real estate loans secured by various types of collateral and unsecured credit.
Bachelor's Degree in Business, Management, Finance, or related degree preferred. Or equivalent work experience.
High School or GED required.
Travel required: 10-20%
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, customers, the general public and professional peers. A solid understanding of business and banking terminology.
Ability to work with mathematical concepts such as fractions, percentages, ratios, and proportions to business related situations. Basic understanding of accounting, including financial statement and credit analysis skills.
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Demonstrated negotiation skills.
Ability to create new word processing and spreadsheet files using generally accepted formats. Ability to use data base programs and other banking specific programs and to access reports. Ability to use software documentation and help features. Aptitude for learning advanced features and specialized software programs.
Ability to manage multiple clients, loan requests, deadlines and other priorities.
Utilizes critical and creative thinking skills
Ability to work as part of a team. Oral and written communication skills. Ability to influence others. Customer/client orientation. Ability to identify and seek needed information/research skills, Analytical thinking skills. Detail oriented. Interpersonal skills.
#LI-HJ1
Salary Range: $120,000-193,500 annually
Eligible for commission/incentive plans
Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:
Medical, prescription, dental, and vision coverage for employees and their eligible family members
Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
Health Savings Account with employer contribution
Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
401(k) and Roth 401(k) with company contribution
529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
Supplemental Health plans, Voluntary Legal and Identity Theft Services
11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
Please view Equal Employment Opportunity Posters provided by OFCCP here.
To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank
[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$38k-61k yearly est. Auto-Apply 60d+ ago
Branch Relationship Banker - Orange, CA
California Bank & Trust 4.4
Relationship banker job at California Bank of Commerce
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 looking for a Branch RelationshipBanker (Personal Banker) to provide top notch customer service to our clients and customers at our Orange, CA Branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!
Essential Functions:
* Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
* Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
* Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
* Follows up with clients as needed.
* May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
* Responsible to resolve customer service issues.
* Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
* May be responsible for processing cash transactions and other customer service duties within the branch.
* Other duties as assigned.
Qualifications:
* High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
* Previous experience in a financial sales representative-oriented role preferred.
* Working knowledge of mathematical calculations and standard banking products, services and transactions.
* Solid knowledge of all retail products and services.
* Basic knowledge of consumer lending applications.
* Proven customer service, interpersonal and communication skills, both verbal and written.
* Effective selling, cross-selling and referral skills.
* Solid mathematical, problem-solving and negotiation skills.
* Solid interpersonal & relationship building skills.
* Strong attention to detail and time management.
* Proficient in basic computer skills.
Schedule: Monday - Friday
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* 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
This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.
$22-28 hourly 9d ago
Relationship Banker - Rohnert Park
Exchange Bank 4.7
Rohnert Park, CA jobs
This position is scheduled 29 hours per week, 8:30am to 5:30pm Monday, Tuesday, Friday, and 8:30am to 1:30pm Saturday. The schedule is subject to change based on the business needs of the Bank.
Do you excel at customer service?
Do you enjoy working with the public?
Do you enjoy working on a team with wonderful people who genuinely care about each other?
If this sounds like you, Exchange Bank may be your next great career opportunity!
In this front-line customer facing role you will build long term customer relationships and educate customers on our full range of products and services. You will handle both teller and new account transactions and provide a superior customer experience during every interaction. You are skilled at communicating with customers in order to discover new bank products and services that can create cross-selling and referral opportunities.
Your Role
Customer Experience
Accurately and confidently process customer deposits, withdrawals and loan payments, cash checks and other transactions.
Process a variety of customer transactions and requests including stop payment requests, funds transfer requests, address changes and account research.
Educate customers on a full range of retail products and services including deposit accounts, non-equity consumer loans, credit cards, cash management, merchant services and safe deposit boxes.
Facilitate ongoing relationship servicing with existing customers to nurture loyalty and retention as well as acquire additional business.
Sales
Recommend cross-sell opportunities by asking customers open-ended questions.
Identify and recommend non-equity consumer loan products through interviewing customer and understanding their needs.
Provide and accept loan applications, including creating and forwarding packages to the Bank's Consumer Lending Department.
Who You Are
Confident communicating with customers from a diverse range of backgrounds and experiences.
Have a positive, upbeat and professional personality.
Have experience with cash handling, including a basic understanding of banking principles.
Able to work branch hours, including weekends, and some evenings.
Have at least one year experience working in banking, retail or a customer service role.
Compensation
The hiring range for this position is $20.40 to $26.20 per hour. The compensation offered will fall within this range commensurate with the candidate's applicable experience, education and skills.
Who We Are
Established in 1890, Exchange Bank is one of the most unique community banks in the United States because of our history, ownership and legacy. Our employees enjoy a work environment that values a work/family balance, encourages community involvement and provides a competitive compensation and benefit package.
Our Mission - From generation to generation, we invest in people, business and community to build a strong future.
Commitment - Respect - Integrity - Teamwork
$20.4-26.2 hourly 60d+ ago
Relationship Banker - Cloverdale
Exchange Bank 4.7
Cloverdale, CA jobs
This position is scheduled 40 hours per week, 8:30 to 5:30 Monday through Friday. The schedule is subject to change based on the business needs of the Bank. Do you excel at customer service? Do you enjoy working with the public? Do you enjoy working on a team with wonderful people who genuinely care about each other?
If this sounds like you, Exchange Bank may be your next great career opportunity!
In this front-line customer facing role you will build long term customer relationships and educate customers on our full range of products and services. You will handle both teller and new account transactions and provide a superior customer experience during every interaction. You are skilled at communicating with customers in order to discover new bank products and services that can create cross-selling and referral opportunities.
Your Role
Customer Experience
* Accurately and confidently process customer deposits, withdrawals and loan payments, cash checks and other transactions.
* Process a variety of customer transactions and requests including stop payment requests, funds transfer requests, address changes and account research.
* Educate customers on a full range of retail products and services including deposit accounts, non-equity consumer loans, credit cards, cash management, merchant services and safe deposit boxes.
* Facilitate ongoing relationship servicing with existing customers to nurture loyalty and retention as well as acquire additional business.
Sales
* Recommend cross-sell opportunities by asking customers open-ended questions.
* Identify and recommend non-equity consumer loan products through interviewing customer and understanding their needs.
* Provide and accept loan applications, including creating and forwarding packages to the Bank's Consumer Lending Department.
Who You Are
* Confident communicating with customers from a diverse range of backgrounds and experiences.
* Have a positive, upbeat and professional personality.
* Have experience with cash handling, including a basic understanding of banking principles.
* Able to work branch hours, including weekends, and some evenings.
* Have at least one year experience working in banking, retail or a customer service role.
Compensation
The hiring range for this position is $20.40 to $30.32 per hour. The compensation offered will fall within this range commensurate with the candidate's applicable experience, education and skills.
Who We Are
Established in 1890, Exchange Bank is one of the most unique community banks in the United States because of our history, ownership and legacy. Our employees enjoy a work environment that values a work/family balance, encourages community involvement and provides a competitive compensation and benefit package.
Our Mission - From generation to generation, we invest in people, business and community to build a strong future.
Commitment - Respect - Integrity - Teamwork
$20.4-30.3 hourly 60d+ ago
Relationship Banker - Claremont, CA
California Bank & Trust 4.4
Relationship banker job at California Bank of Commerce
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 looking for a RelationshipBanker (Commercial Lending) in Claremont, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices.
Essential Functions:
* Proven experience in commercial and business lending, including credit analysis and loan structuring
* Responsible for acquiring, analyzing and maintaining client relationships.
* Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs.
* Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms.
* Solicits the sale of additional products and services to meet clients' needs.
* Develops and implements marketing plans for expanding business.
* Negotiates loan terms and conditions.
* Remains well versed in industrial, economic and financial situations relating to assigned clients.
* May be assigned specialized industry or market segments.
* Other duties as assigned.
Qualifications:
* Requires a bachelor's degree in business, finance or a related field and 2+ years commercial lending, credit associated lending and bank sales experience.
* A combination of education and experience may meet requirements.
* Basic knowledge of bank products, credit and commercial lending techniques and procedures.
* Ability to expand loans, client relationships and bank products.
* Must have good interpersonal, oral and written communication skills needed to create relationships with loan clients.
* Good analytical and negotiation skills.
* Limited use and/or application of basic lending principles, theories, and concepts.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* 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
This position is eligible to earn a base salary in the range of $75,000 to $95,000 hourly depending on job-related factors such as level of experience.
$30k-35k yearly est. 16d ago
Relationship Banker - Claremont, CA
California Bank & Trust 4.4
Relationship banker job at California Bank of Commerce
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 looking for a RelationshipBanker (Commercial Lending) in Claremont, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices.
Essential Functions:
Proven experience in commercial and business lending, including credit analysis and loan structuring
Responsible for acquiring, analyzing and maintaining client relationships.
Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs.
Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms.
Solicits the sale of additional products and services to meet clients' needs.
Develops and implements marketing plans for expanding business.
Negotiates loan terms and conditions.
Remains well versed in industrial, economic and financial situations relating to assigned clients.
May be assigned specialized industry or market segments.
Other duties as assigned.
Qualifications:
Requires a bachelor's degree in business, finance or a related field and 2+ years commercial lending, credit associated lending and bank sales experience.
A combination of education and experience may meet requirements.
Basic knowledge of bank products, credit and commercial lending techniques and procedures.
Ability to expand loans, client relationships and bank products.
Must have good interpersonal, oral and written communication skills needed to create relationships with loan clients.
Good analytical and negotiation skills.
Limited use and/or application of basic lending principles, theories, and concepts.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
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
This position is eligible to earn a base salary in the range of $75,000 to $95,000 hourly depending on job-related factors such as level of experience.
$30k-35k yearly est. 15d ago
Relationship Banker - Pasadena, CA
California Bank & Trust 4.4
Relationship banker job at California Bank of Commerce
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 looking for a RelationshipBanker in Pasadena, CA.
Essential Functions:
* Leverage credit expertise to assess client need, identify commercial lending opportunities, structure tailored financials solution that drive portfolio growth.
* Develop and expand client relationships through proactive outreach, in-person visits, and community engagement to achieve sales goals and deepen market presence.
* Lender responsible for acquiring, analyzing and maintaining lending client relationships.
* Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs.
* Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms.
* Solicits the sale of additional products and services to best meet clients' needs.
* Develops and implements marketing plans for expanding business.
* May be assigned specialized industry or market segments.
Qualifications:
* Typically requires a Bachelors degree and 2 years commercial lending and bank sales experience.
* Limited use and/or application of basic lending principles, theories, and concepts.
* Basic knowledge of bank products and commercial lending techniques and procedures.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* 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
This position is eligible to earn a base salary in the range of $70,000 - $90,000 annually depending on job-related factors such as level of experience.
$30k-35k yearly est. 59d ago
Relationship Banker - Pasadena, CA
California Bank & Trust 4.4
Relationship banker job at California Bank of Commerce
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 looking for a RelationshipBanker in Pasadena, CA.
Essential Functions:
Leverage credit expertise to assess client need, identify commercial lending opportunities, structure tailored financials solution that drive portfolio growth.
Develop and expand client relationships through proactive outreach, in-person visits, and community engagement to achieve sales goals and deepen market presence.
Lender responsible for acquiring, analyzing and maintaining lending client relationships.
Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs.
Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms.
Solicits the sale of additional products and services to best meet clients' needs.
Develops and implements marketing plans for expanding business.
May be assigned specialized industry or market segments.
Qualifications:
Typically requires a Bachelors degree and 2 years commercial lending and bank sales experience.
Limited use and/or application of basic lending principles, theories, and concepts.
Basic knowledge of bank products and commercial lending techniques and procedures.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
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
This position is eligible to earn a base salary in the range of $70,000 - $90,000 annually depending on job-related factors such as level of experience.
$30k-35k yearly est. 58d ago
Relationship Banker - Encino, Chino Hills, Tustin, Irvine
California Bank & Trust 4.4
Relationship banker job at California Bank of Commerce
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 looking for a RelationshipBanker (Commercial Lending) in Encino, Chino Hills, Tustin or Irvine, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices.
Essential Functions:
* Responsible for acquiring, analyzing and maintaining client relationships.
* Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs.
* Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms.
* Solicits the sale of additional products and services to meet clients' needs.
* Develops and implements marketing plans for expanding business.
* Negotiates loan terms and conditions.
* Remains well versed in industrial, economic and financial situations relating to assigned clients.
* May be assigned specialized industry or market segments.
* Other duties as assigned.
Qualifications:
* Requires a Bachelors degree in business, finance or a related field and 6+ years commercial lending, loan management and bank sales experience. A combination of education and experience may meet requirements.
* Loan management experience.
* Extensive knowledge of bank products, credit, commercial lending and loan management techniques.
* Ability to expand loans, client relationships and bank products.
* Must have strong interpersonal, oral and written communication skills needed to create relationships with loan clients.
* Strong analytical and negotiation skills.
* Broad application of principles, theories, and concepts in applicable discipline.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* 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
This position is eligible to earn a base salary in the range of $121,000 - $192,000 annually depending on job-related factors such as level of experience.
$30k-35k yearly est. 60d+ ago
Relationship Banker - Encino, Chino Hills, Tustin, Irvine
California Bank & Trust 4.4
Relationship banker job at California Bank of Commerce
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 looking for a RelationshipBanker (Commercial Lending) in Encino, Chino Hills, Tustin or Irvine, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices.
Essential Functions:
Responsible for acquiring, analyzing and maintaining client relationships.
Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs.
Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms.
Solicits the sale of additional products and services to meet clients' needs.
Develops and implements marketing plans for expanding business.
Negotiates loan terms and conditions.
Remains well versed in industrial, economic and financial situations relating to assigned clients.
May be assigned specialized industry or market segments.
Other duties as assigned.
Qualifications:
Requires a Bachelors degree in business, finance or a related field and 6+ years commercial lending, loan management and bank sales experience. A combination of education and experience may meet requirements.
Loan management experience.
Extensive knowledge of bank products, credit, commercial lending and loan management techniques.
Ability to expand loans, client relationships and bank products.
Must have strong interpersonal, oral and written communication skills needed to create relationships with loan clients.
Strong analytical and negotiation skills.
Broad application of principles, theories, and concepts in applicable discipline.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
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
This position is eligible to earn a base salary in the range of $121,000 - $192,000 annually depending on job-related factors such as level of experience.