California Bank of Commerce jobs in San Diego, CA - 27 jobs

Job DescriptionDescription: The Commercial Relationship Manager is responsible for creating, developing, and managing a portfolio of commercial relationships within a specified region within the Bank's footprint. The incumbent in this position provides expert level advice to customers on opportunities to utilize the Bank's deposit, loan products, and treasury management services. The role is responsible for business development through a network of COI's and/or direct solicitation of CRE and C&I financing needs. The incumbent will be able to work independently and will meet or exceed the goals of the job with minimal oversight and/or direction. ESSENTIAL DUTIES AND RESPONSIBILITIES: Advanced credit analysis and underwriting with focus on more complex Commercial Loans and Real Estate Loans (including Construction and Participations). Assists in establishing business relationships with real estate, commercial and/or agricultural clients; providing lending and product expertise to their financial service needs while ensuring loan quality and providing growth for the bank. Responsible for ensuring credit facilities are in accordance with established policies and which result in maximum volume and profit for the bank. Also assists in developing and growing major customer relationships. Maintains and seeks knowledge of bank products and services, operational systems/processes, industry trends. Analyze and underwrite more complex business, and real estate loans for new and existing relationships thereby allowing for the extension of credit within our lending limits or presenting recommendations to Loan Committee. Assist senior lending officers in identifying client needs, analyzing credit information, ensuring credit quality and timely provision of financial services that meet the needs of our customers. Recommends to senior lending officers, banking products and services for present and potential customers. Participates in the bank's credit process, providing credit analysis, preparing credit memorandums and at times, assisting with the management of our loan portfolio to ensure resolution of emerging problems and consistent credit quality. Provides referrals to other Ramona National Bank bankers; makes appointments as necessary. Listens to customer and staff inquires, requests and problems, resolves issues in a timely manner in accordance with expectations. Tracks repetitive credit analysis and underwriting issues and shares with appropriate staff and senior credit management. Goal is to minimize problems and create and maintain efficient processes that can be improved, making more time for production efficiencies consistent with credit quality and profitability. Maintains confidentiality for complex and sensitive issues. Adheres to loan policies, procedures, and underwriting guidelines, also Risk Rating System Requirements. Assist to assure loan documentation is in compliance with requirements as applicable. Effectively prepares and presents credit memoranda. Effectively analyzes and assesses financial information. Assist in ensuring appropriate pricing and profitability of loans. Ensures adequacy of financial information and spreads applicable financials on banks chosen format. Develop, review and assess appropriate ratios, trends and other pertinent financial data related to the loan request. Credit write-ups to be “complete” in terms of financial analysis, industry analysis and guarantor analysis. The credit memorandum should be able to be understood by individuals having no prior knowledge of the borrowing entity. Completes applicable reports in a timely and accurate manner. Effectively assist other staff in managing delinquencies and loan losses as requested. Requirements: Knowledge/Skills/Abilities Demonstrated computer proficiency to include use of Microsoft Office products and other programs as required. Technical knowledge of the software used to spread financial information such as Cash, Fast, Basis, or other similar packages. Ability to handle detail oriented transactions. Good organizational, written and verbal communication skills. Dedication to teamwork and enjoys working closely with others. Good customer service skills, the ability to respond effectively to sensitive inquiries or complaints. Education/ Licenses/ Work Experience Bachelor's Degree in Accounting, or Finance. Three to five years' experience in commercial banking/lending, underwriting, and credit analysis PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to talk or hear. The associate frequently is required to use hands and fingers to operate a computer keyboard, mouse, calculator, and telephone. The associate is occasionally required to stand, walk, sit, and reach with hands and arms. WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled. Pay Range: $112,500 - $150,000 per year. Pay range may vary based on skills, experience, and location.

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 an Administrative Assistant in La Jolla, CA. Essential Functions: Provides a variety of administrative and staff support services to an organizational unit. Performs a variety of administrative and clerical duties, which may include word processing, organizing electronic and paper files, scheduling meetings, maintaining calendars, processing incoming mail, answering phones, maintaining reports and other pertinent data. May assist in budget preparation and control activities. May assist in preparation and control of records, statistics, and reports regarding operations, personnel changes, etc. May administer various programs, projects, and/or processes specific to the operating unit served. May serve as administrative liaison with others within and outside the company regarding administrative issues related to purchasing, personnel, facilities, and operations. May train and assist other employees. Other duties as assigned. Qualifications: Requires High School diploma or equivalent and 4+ yrs office, administrative, clerical, word processing or related experience. A combination of education and experience may meet requirements. Must have an advanced knowledge of departmental functions, banking and/or departmental and administrative process and procedures. Requires word processing, computer and customer service skills. Strong organizational, customer relations and communications skills, both verbal and written. Some analytical ability is required in order to gather and summarize data for reports, find solutions to various administrative problems. Ability to handle sensitive and confidential situations. 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 $55,000 - $60,000 annually depending on job-related factors such as level of experience.

Consistently ranking among American Banker magazine's "Best Banks to Work For" for over a decade, Zions Bancorporation is a "Collection of Great Banks" with local brand names and management teams in each of our major Western markets. And because we've known that, for over 150 years, our success has come from the exceptional dedication, experience and talent of our diverse employee base, we're committed to being the premier employer of choice. Ready to make your mark on a legacy brand? Our expanding marketing team is building something special-a dynamic, in-house Creative Studio and innovative Demand Center that will transform how we connect with customers. Under fresh leadership from our newly appointed CMO, we're reimagining what marketing can be while supporting a bank known for its experienced bankers, exceptional service, and local leadership deeply rooted in the communities we serve. This isn't just another financial marketing role - it's your chance to shape a creative vision with real impact. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. If you're ready to create work that actually matters, we're ready to review your application. You bring the talent; we bring the opportunity. We're looking for a curious, detail-oriented Marketing Research Analyst to join our team and help us uncover actionable insights that drive smarter marketing decisions. In this role, you'll design and execute research initiatives that optimize campaigns and deepen our understanding of customer behavior and market dynamics. This is an opportunity to influence high-impact marketing decisions with data-driven insights and gain exposure to cross-functional teams and strategic initiatives. Key Responsibilities * Conduct primary and secondary research to understand customer needs, market trends, and competitive positioning. * Develop and analyze surveys, focus groups, and other research tools to gather qualitative and quantitative insights. * Translate complex data into clear, actionable recommendations for marketing, product, and leadership teams. * Evaluate marketing campaign effectiveness and provide strategic recommendations for optimization. * Monitor industry trends and competitor activity to inform positioning and strategic planning. * Create dashboards, reports, and presentations that communicate findings in a compelling and digestible format. Qualifications * Bachelor's degree in marketing, Business, Statistics, Psychology, or a related field and 3-5 years of experience in marketing research, consumer insights, or analytics. * Proficiency in research tools (e.g., Qualtrics, SurveyMonkey) and data platforms (e.g., Excel, Tableau, SPSS, or similar). * Strong analytical and storytelling skills with the ability to connect data to strategy. * Experience in B2B or B2C environments preferred. * This is an in-office position 5 days - not a hybrid role. * This position is eligible to earn a base salary in the range of $81,000 - $118,250 annually depending on job-related factors such as level of experience and location.

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 Branch Operations Lead 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 Branch Operations Lead, you will play a key role in: * Assisting customers with their financial needs such as cash withdrawals, deposits, transfers, and loan payment across different platforms (online and mobile) * Supervising the junior staff in the branch and providing guidance and approvals as needed * Supporting the Assistant Branch Manager in leading the branch team to achieve sales, service, and operational excellence. 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 * Demonstrate strong customer service skills to assist customers with their financial needs; resolve escalated client complaints/issues promptly and effectively * Provide support for branch customers by offering a wide range of bank products and services, including safe deposit box management, merchant/vault and ATM processing, foreign currency exchange and new account opening * Train junior branch staff to effectively identify referral and sales opportunities and ensure they are compliant with bank policies and procedures. * Refer customers to Business Relationship Managers and/or Financial Consultants for needs assessment to cross-sell bank products * Expert in using digital resources and technologies to optimize clients' digital banking experience * Inform and educate clients on how to conduct simple transactions through convenient banking options (such as online banking, mobile banking, and ATMs) * Provide back up support to the Assistant Branch Manager including branch certifications and audits * May perform other duties as assigned Qualifications * High school diploma or general education degree (GED) required; Bachelor's degree preferred * 3+ years of customer service, teller, or sales experience within the banking and/or financial service industry * Strong working knowledge of branch operations required * Familiarity with standard branch technology and teller equipment * Strong problem-solving, decision-making, and customer-service skills 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 $23.00/Hr. - USD $26.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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 Premier Client Support Specialist in San Diego, CA. This role focuses on coordinating all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments. Essential Functions: Coordinates all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments. Processes and closes both routine and complex residential and commercial loans. Communicates and consults with existing and prospective customers on products and services offered to ensure needs are met. Accepts loan applications for underwriting and documentation and closes loans. Reviews and audits loan documentation for accuracy and completeness and follows up as necessary. May perform cash handling and deposit functions. Other duties as assigned. Qualifications: Requires High School diploma or equivalent and some experience in private/executive banking, including regular client contact, or other directly related experience. A college degree and 2 years related experience preferred. Basic knowledge of bank products, procedures and customer service. Ability to assist with working loan files and new relationships. Must be knowledgeable in lending regulations. Be familiar with common office software and applications. Must have strong interpersonal, written, and verbal communication skills. Must be able to work independently, prioritize projects, and follow through on deadlines. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal 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 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 Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $20 - $22 hourly depending on job-related factors such as level of experience.

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 seeking a seasoned Loan Closing Manager to join our team in California. While our ideal candidate will be based in Huntington Beach or San Diego; we are open to considering highly qualified professionals located anywhere within the state. Essential Functions: * Directly and through subordinates, manages loan closing operations and staff. * Establishes and maintains closing processes and procedures to ensure quality customer service. * Manages loan closing activities including the completion of all due diligence activities associated with the preparation of loan closing documents. * Manages the requesting, reviewing and interpretation of third-party documents needed to provide the clear to close and efforts to prepare loan closing documents for loans. * Responsible for the daily workflow to ensure operating schedules are met and staff is adequately trained. * Manages staff, sets work schedules, allocates and monitors work. * Assists manager in providing efficient and effective services to customers. * Reviews and analyzes existing procedures and recommends changes when necessary to ensure area is efficient. * May be responsible for the verification and quality control of loan documents. * Manages the Credit Lead queue and assigns due diligence and closing tasks to middle office loan closers. * Manages any overflow of Credit Lead queues and clears any existing work backlogs. * Assists the middle office loan closers, client relationship associates and relationship managers to troubleshoot Credit Lead issues. * Provides training on Credit Lead or related systems to staff as needed. * Provides technical support and guidance. * Responsible to manage, implement, and maintain the ongoing monitoring of individual and departmental productivity measures. * Ensures staffing level needs are met. * May oversee or handle directly more complex or unique transactions. * Administers Bank policies and procedures and ensures compliance with applicable laws and regulations. * Recommends improved processes and implements department policies, procedures and systems. * Maintains working relationships with branch staff, lending officers, and credit administrators. * Has authority concerning staffing, performance evaluations, promotions, salary recommendations and terminations. * Level III must manage Commercial, C &I and/or Commercial RE loan closing groups to qualify for this level of the role. * Other duties as assigned. Qualifications: * Requires a Bachelor's Degree in a related field and 4+ yrs of loan processing, loan operations and credit analysis or other directly related experience. A combination of education and experience may meet requirements. * Management or supervisory experience required. * Requires a considerable working knowledge of lending operations, processing, documentation, credit analysis, loan processes and procedures, laws and regulations. * Requires a working knowledge of related fields including banking, lending, credit administration and the ability to apply that information to the current role. * Strong analysis and problem resolution skills. * Ability to maintain working relationships with lenders, management, and administrative staff. * Must have solid leadership and management capabilities and be goal oriented. * Strong organizational, project management and communication skills, both verbal and written. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Paternal 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 * 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 * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $83,000 - $120,000 hourly depending on job-related factors such as level of experience.

For more than 150 years, Zions Bancorporation has built on the dedication and talent of our people, earning recognition as one of the 'Best Banks to Work For.' Now, we're focused on shaping the future of banking-leveraging innovation, strengthening local relationships, and delivering exceptional value across our collection of great banks in the West. Our expanding marketing team is creating something transformative: a dynamic, in-house Creative Studio that will redefine how we tell our story and connect with customers. Under the leadership of our new CMO, we're building a modern, collaborative hub for bold ideas and innovative campaigns that elevate a bank known for exceptional service and deep community roots. This is your opportunity to help shape a creative vision that sets a new standard for financial marketing. We're looking for an Associate Creative Director who is a strategic thinker, a strong conceptual storyteller, and a hands-on leader. In this role, you'll guide integrated campaigns that align creative vision with business objectives from idea to execution, mentor a growing creative team, and push for innovative, distinctive work that elevates our brand across channels. If you thrive in a fast-paced, collaborative environment and know how to turn strategy into compelling creative, this is your opportunity to make a lasting impact. JOB RESPONSIBILITIES * Lead the development and execution of integrated marketing strategies that align with Zions Bancorporation's brand culture and business objectives. * Translate business goals into compelling creative campaigns and communications for internal and external audiences, including employer branding, financial communications, and corporate reputation initiatives. * Oversee creative direction for multi-channel deliverables; digital, social, print, and experiential, ensuring consistency and quality across all touchpoints. * Collaborate with cross-functional partners in HR, Finance, and Investor Relations to support programs such as talent acquisition, onboarding, quarterly results, and shareholder communications. * Manage projects from concept through completion, driving alignment, timelines, and collaboration across teams. * Champion brand standards and ensure compliance with regulatory requirements and internal policies. * Mentor and inspire creative team members, fostering growth and excellence in craft. QUALIFICATIONS * Bachelor's degree in Design, Marketing, Communications, or related field; Master's preferred. * Minimum 5 years in creative leadership roles, ideally within financial services or regulated industries. * Expertise in marketing strategies across digital, interactive, and print channels. * Proven ability to manage large-scale projects, budgets, and agile workflows. * Exceptional leadership, organizational, and communication skills with a track record of mentoring teams. * Creative problem-solving and analytical abilities. * Familiarity with banking products and services is a plus. BENEFITS & COMPENSATION Along with competitive benefits starting on day one, including 12 bank holidays, profit sharing, and a company-matched 401(k), you'll have the chance to grow your career while creating work that truly matters to our customers and communities. Ready to bring your ideas to life? Share your application and portfolio today. This position is eligible to earn a base salary in the range of $105,000 - $150,000 annually depending on job-related factors such as level of experience and location. * Day-one coverage for Medical, Dental, Vision, Life, and Disability Insurance. * Paid Parental Leave, Adoption Assistance, and Mental Health benefits including coaching and therapy sessions. * 401(k) with company match, Profit Sharing, and Tuition Reimbursement (up to $5,250 annually). * Paid Training, Paid Time Off (PTO), 11 Federal Holidays plus applicable state holidays. * Employee Ambassador preferred banking products. LOCATION OPTIONS * Salt Lake City, UT * San Diego, CA * San Francisco, CA * Seattle, WA Please note: This is an in-office position that will sit at a local corporate hub 5 days a week. This is not a hybrid role. Ready to bring your vision to life? Share your application and portfolio today. Illusion

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 Client Service Associate (Teller) Lead to provide top-notch customer service to our clients and customers at our Mission Gorge, San Diego, CA branch. This role focuses on accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record. Essential Functions: * Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record. * Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. * Resolves clients' problems either through direct personal action or referral to alternative branch or bank resources. * Identifies and maximizes cross-sell banks opportunities through exploring needs. * Other duties as assigned. Schedule: Monday - Friday, 8:00 am - 5:00pm Qualifications: * Requires a High School Diploma or equivalent and 2+ years banking, cashiering, customer service, balancing, other related experience, or successful completion of company approved training. * Advanced knowledge of cashiering, balancing, debits, credits, bank products and/or banking. * Working knowledge of math * Must have solid balancing and customer service skills. * Ability to cross-sell bank products based on clients' needs. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Paternal 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 * 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 * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $24 - $28 hourly depending on job-related factors such as level of experience.

Job DescriptionDescription: Provide AMAZING customer experience to all branch clients, assisting them with new account requests, account servicing and transactional needs. Provide assistance to the Branch Service Manager in all aspects of daily branch operations as assigned. Participate in supervision of day-to-day operations of the branch and ensure branch staff are performing their assigned duties in a satisfactory manner. Meet and greet customers in a friendly and professional manner, while providing an AMAZING! customer experience. Demonstrate proper judgment when handling customer transactions to mitigate risk to the bank. Responsible for retaining and expanding customer relationships for the Bank. Complies with and implements bank established objectives, policies and procedures and ensures compliance with all federal and state regulations. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provide AMAZING Provide AMAZING customer experience to all branch clients. Maintain comprehensive knowledge of the bank's products and services and ensure that branch staff are similarly trained and focused on appropriate cross-selling and referrals. Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer's satisfaction. In collaboration with the Branch Service Manager, supervise and direct all deposit operations, record keeping, branch certifications and other daily branch functions. Ensure duties and responsibilities assigned to branch banking team members are properly understood and are carried out proficiently. Able to perform all transactions necessary to meet customer needs, including opening new accounts. Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits. Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations. Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations. Participate in staff meetings to communicate Bank policies and procedures to minimize operating losses and to provide training as required. Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required. Ensure the office is operating in a safe and effective manner in compliance with emergency preparedness standards. Reliable and regular attendance on the job. Other duties as assigned. The Relationship Banking Manager position will be presumed to be capable of managing the branch in the absence of the Branch Service Manager. Previous banking experience in this capacity is considered when achieving this title. Requirements: REQUIRED SKILLS AND ABILITIES: Computer skills to include use of Microsoft Office products and other programs as required. Strong mathematical ability. Strong analytical skills. Excellent oral and written communication skills. Outstanding interpersonal skills. Effective time management and organizational skills. Attention to detail and follow through. Ability to interact with coworkers, follow directions and established bank procedures, and accept constructive feedback. Working knowledge of all bank products and systems enabling cross selling of bank products to a diverse client base. Thorough understanding of banking rules and regulations, especially BSA. Ability to count cash accurately. Education/Licenses/Work Experience: High school diploma or GED equivalent required. Six months' branch banking experience preferred. Minimum six months' cash handling experience required. Work Environment Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access filing cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $30.50 to $35.50 per hour. Pay range may vary based on skills, experience, and location.

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 70 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 Operations Specialist to provide top notch customer service to our clients and customers in our San Diego Region. 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: * Supports the assigned branch throughout the San Diego, CA Region by performing duties on the teller line, in new accounts, and branch operations. * Driving is an essential function of this role and as such, employees must have a valid driver's license and good driving record. * May occasionally be assigned to back-office departments. * May also assist with special projects. * Ensures high quality customer service goals are met. * May train staff on proper bank procedures. * Other duties as assigned. Qualifications: * MUST BE ABLE to accept assignments throughout the Antelope Valley Region ranging in duration from one day to several months. * MUST HAVE at least 4 years of experience in branch banking including assignments as Senior Teller and intermediate-level new accounts. * High school diploma or equivalent required. * Ability to contribute to the development of branch operations, new accounts, and sales principles. * Proficient training skills. Benefits: * Mileage and travel time pay. * Eligible for sales bonuses, monthly incentives, and annual discretionary bonus. * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Paternal 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, and 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 $27 - $33 hourly depending on job-related factors such as level of experience.

Commercial Banking Sales Performance Facilitator Location: In-Office at any of Zions Bancorporation's Major Hubs: Salt Lake City, Houston, San Diego, Phoenix, Las Vegas, or Denver (May consider other Zions Bancorporation Affiliate locations for the right candidate.) Travel Required: Up to 25% Are you passionate about helping others succeed through engaging learning experiences? Zions Bancorporation is seeking a Commercial Sales Performance Facilitator to join our Learning & Development team. This role is ideal for someone with strong facilitation skills and experience in training, coaching, or sales enablement. Experience in commercial or small business banking is preferred. What You'll Do: * Facilitate dynamic and effective sales training in both in-person and virtual classroom settings. * Develop and deliver blended learning programs that drive adoption of proven sales methodologies. * Coach and support sales managers and sales teams post-training to ensure sustained behavior change. * Collaborate with cross-functional teams such as sales leadership, product, marketing, and enablement to embed training into daily workflows. * Monitor and report on training effectiveness and performance metrics to identify and overcome adoption barriers. * Apply adult learning principles and instructional design to create impactful learning experiences. * Contribute subject matter expertise to projects that integrate sales training into operational processes. Who You Are: * Requires a bachelor's in Finance, Business or a related field and 4+ years of commercial lending, credit, banking, sales training practices and procedures or other directly related experience. * A combination of education and experience may meet job requirements. * Experienced facilitator with strong communication and coaching skills. * Background in training, learning & development, or sales enablement. * Commercial and/or small business banking experience preferred. * Proficient in Microsoft Office and comfortable using data to inform decisions. * Someone who values integrity, sound judgment, and professional ethics. Why Zions Bancorporation? Zions Bancorporation is one of the nation's premier financial services companies, operating through a collection of locally managed banks across the western U.S. We're known for our commitment to community, innovation, and employee development. Our culture values integrity, collaboration, and continuous improvement-and we're proud to invest in the growth of our people. In this role, you'll be part of a forward-thinking Learning & Development team that supports a diverse and talented workforce. You'll have the opportunity to work in one of our major hubs-Salt Lake City, Houston, San Diego, Phoenix, Las Vegas, or Denver-where you'll collaborate closely with regional banking teams and L&D professionals. What We Offer: * Competitive compensation and benefits - Salary (depending on experience and location) : $85,000-$112,500 * A collaborative, mission-driven work environment * Opportunities to shape the future of commercial banking talent * A role that values your experience and leverages your strengths Ready to make a difference? Apply today and help us build the future of banking-one relationship manager at a time.

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. Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the San Diego marketplace. At California Bank & Trust, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: * Retail Bankers * Community/Business Bankers * Private Bankers * Commercial Bankers * Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor, your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients. Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. Qualifications: To excel in this role, candidates should meet the following criteria: * Requires a Bachelor's degree * A minimum of 5 years of directly related experience, 10+ years preferred. * A combination of education and experience may meet the requirements. * Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance. * A CFP certification is highly preferred. * Exhibit proficiency in using computers and relevant software. * Display excellent verbal and written communication abilities. * Showcase exceptional analytical and presentation skills. * Experience with financial planning software preferred with the ability to analyze and present complex financial modeling. * Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets. * Process a keen understanding of financial planning. This position is eligible to earn a base salary of $75,000-$125,000 depending on job-related factors such as level of experience and location, plus participation in the commission plan that will be discussed as part of the hiring process. 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 * 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 * Employee Ambassador preferred banking products

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 seasoned Branch Service Manager at our Alpine, CA branch. This role provides sales leadership, through their own production, as well as the oversight sales and services tasks, and works closely with key partners to achieve sales and service objectives while maintaining operational integrity. Essential Functions: * Responsible to manage the branch service, sales and operations functions to achieve the strategic goals of the branch in coordination with a Branch Manager or Business Center Manager. * Responsible to perform the following tasks and/or regularly makes substantially weighted recommendations regarding: interviewing, selecting, hiring, performance evaluations, advancement and termination of employees. * Responsible for training, coaching and mentoring employees. * Provides leadership and training for the sale and referral of bank products and services. * Responsible to resolve and respond to client service issues, complex client complaints and questions. * Directs the work of managed employees. * May schedule and set hours of work. * Maintains production or sales records for use in supervision and/or performance management of employees, appraises employee productivity and efficiency. * Recommends promotions or other changes in employee status, handles employee complaints and grievances, disciplines employees, apportions the work and determines the approaches used by employees to do assigned tasks. * Responsible for compliance with/adherence to safety and security protocols. * Monitors and/or implements legal compliance measures, ensures the branch/business center is in compliance with all bank policies and procedures. * Approves teller transactions as needed. * Prepares the branch/business center for audits and works with audit staff to resolve any issues identified. * Provides sales leadership, through their own production, as well as the oversight of sales and services tasks. * Works closely with key partners to achieve sales and service objectives and maintain operational integrity. * Monitors and ensures compliance with policy and the companies risk appetite. * Implements management procedures and operating practices and commits the branch/business center in matters of significant financial impact. * Has discretion to perform approvals and overrides within their authority. * Involved in planning long- or short-term operational, sales and customer experience goals. * Investigates and researches operational issues, loss, fraud and resolves complex and/or significant matters on behalf of the company. * Represents the branch/business center in handling complaints, arbitrating disputes or resolving grievances. * May process cash transactions and perform other customer service and sales duties within the branch/business center as needed. * Has discretion to determine when to perform these additional functions. * Other duties as assigned. * This position requires the Branch Service Manager to work on site at the assigned branch or business center office. Qualifications: * Requires a high school diploma and 2+ years' experience in retail banking, sales, new accounts, customer service, loan processes or other directly related experience. * A combination of education and experience may meet requirements. * Knowledge of the banking industry, processes, procedures, regulations and products. * Knowledge of lending process and procedures. * Strong customer service, relationships building, sales and management skills. * Able to handle various client concerns and problems. * Must have good communication skills, both verbal and written. * Knowledge of computer programs, i.e. word processing, spreadsheets etc. * Ability to set and maintain high quality work standards. * Ability to lead a group. * Ability to deal effectively with people in various job capacities. * Excellent problem solving and communication skills. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Paternal 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 * 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 * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $64,480 - $83,600 annually depending on job-related factors such as level of experience.

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 Relationship Banker (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.

For more than 150 years, Zions Bancorporation has built on the dedication and talent of our people, earning recognition as one of the "Best Banks to Work For." Today, we're shaping the future of banking-leveraging innovation, strengthening local relationships, and delivering exceptional value across our collection of great banks in the West. Our expanding marketing team is building something transformative: a dynamic, in-house Creative Studio that will redefine how we tell our story and connect with customers. Under the leadership of our new CMO, we're creating a modern, collaborative hub for bold ideas and breakthrough campaigns that elevate a bank known for exceptional service and deep community roots. This is your opportunity to lead creative for one of the fastest-growing areas of marketing-affiliate partnerships-and set a new standard for performance-driven design. Our Creative Directors work with leadership to develop and drive the strategic creative approach to and execution of marketing programs across eight bank brands. You will create compelling, conversion-focused work that strengthens partnerships and drives measurable results. You will provide leadership across a multidisciplinary team, collaborate with growth and performance marketing teams, and deliver innovative creative that balances brand integrity with business goals. A key responsibility will be building and inspiring the team, fostering a culture of excellence, and delivering work that strengthens customer trust and positions Zions Bancorporation and its affiliates as leaders in financial marketing. This Creative Director role is primarily focused on the retail experience of our bank branches and will collaborate on other initiatives as needed. JOB RESPONSIBILITIES Creative Strategy * Act as a leader in the creative visioning, stewardship, and execution of marketing programs, ensuring alignment with brand standards and business objectives * Develop high-performing creative assets for affiliate channels, across print, digital, motion, and physical experiences * Collaborate with performance marketing teams to optimize creative for ROI and conversion Leadership & Team Development * Inspire and manage the work of a multi-talented team of designers, copywriters, and marketers focused on affiliate initiatives * This is initially an individual contributor role but may gain direct reports as the Creative Studio grows * Establish creative workflows that enhance efficiency and productivity Brand Consistency * Elevate and ensure quality and brand integrity across all touchpoints * Balance innovative approaches with regulatory requirements and financial industry standards Data-Driven Innovation * Use performance data and testing insights to refine creative strategies * Track and forecast marketing trends, technologies, and best practices Vendor & Partner Collaboration * Manage relationships with internal stakeholders, external agencies, and production vendors to ensure quality and cost efficiency * Travel will be required (up to 25%) to manage implementation of projects QUALIFICATIONS * Bachelor's degree or Master's degree in Design and minimum 8 years of experience in graphic design, environmental graphic design (EGD), industrial design, architecture, and/or related fields. A combination of education and experience may meet job requirements. * Strong demonstrated capabilities in forward thinking graphic design, retail experience design, visual merchandising, materials, fabrication, and construction * Strong visual, written, and oral presentation skills * Experience coaching team members and freelancers * Capability to direct spatial ideas into conceptual drawings and lead design decisions through documentation, production, fabrication, and construction * Creating and evangelizing standards and campaign plans * Bonus experience: fixturing, signage, hospitality design, art curation, event production, experiential design BENEFITS & COMPENSATION Along with competitive benefits starting on day one-including 12 bank holidays, profit sharing, and a company-matched 401(k)-you'll have the chance to grow your career while creating work that truly matters to our customers and communities. This position is eligible to earn a base salary in the range of $115,000 - $175,000 annually depending on job-related factors such as level of experience and location. * 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 LOCATION OPTIONS * Salt Lake City, UT * San Diego, CA * San Francisco, CA * Seattle, WA Please note: This is an in-office position that will sit at a local corporate hub 5 days a week. This is not a hybrid role. Ready to bring your vision to life? Share your application and portfolio today. Illusion

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 Credit Analyst to join our Business Lending Services (BLS) team in San Diego, CA. CB&T's Business Lending Services (BLS) team provides both loan underwriting and portfolio management support for our Core Branch Banking network focused on the Middle Market business banking segment. BLS embodies CB&T's Vision, Mission, and Values by providing localized support and the ability to work as a larger team to successfully provide a high level of customer experience. BLS is located across three offices throughout the state and multiple teams that consist of Portfolio Managers, Credit Advisors and Credit Analysts at all experience levels. We offer opportunities for learning and career development, exposure to various commercial loan products, and understanding the entire loan facilitation process. Essential Functions: * Conducts credit investigations and analyzes credit information pertaining to loans. * Investigates all available sources of credit and financial information, including reporting services, credit bureaus, other companies, main office files, and branches. * Analyzes financial statements and related material. * Analyzes financial conditions and trends. * Reviews and reports non-compliance with loan covenants. * Determines cash flow using appropriate spreading application. * Prepares summaries, presents facts, and offers opinions concerning creditworthiness. * Provides credit information and references for customers, loan officers, or other agencies as requested. * May provide rates and loan information to clients. * Ensures that all credit files include proper documentation including current financial statements, agency reports, etc. * Maintains control over current accounts, noting payment progress, watching for any developing problems, and keeping loan officers informed. * Writes credit memorandums. * Accompanies lenders on business calls. * Conducts industry research. * Assists with special projects as assigned. Qualifications: * Requires a Bachelor's degree in Accounting or Finance and 2+ years of credit analysis experience, lending/credit procedures and process or other directly related experience. A combination of education and experience may meet requirements. * Working knowledge of financial and spread analysis and credit/lending procedures for moderately complex loans. * Working knowledge of commercial credit principles, theories, concepts, and techniques. * Ability to work with lending officers and staff. * Solid analysis, research and communication skills, both verbal and written. * Must be detail oriented. * Ability to meet deadlines and make sound decisions regarding loans. * Solid PC skills required. * Working knowledge of spreading/cash flow application is a plus. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Paternal 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 * 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 * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $29 - $38 hourly depending on job-related factors such as level of experience.

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 Merchant Services Business Development Officer (BDO) to join us in Los Angeles, Irvine, Walnut Creek, San Diego or San Francisco CA. The BDO will play a vital role in analyzing, optimizing, and supporting payment processing solutions for businesses. This specialized position requires a hunter mentality with a deep understanding of the merchant services industry and regulations, transaction data, interchange, pricing models, merchant relationships, operational workflows, and merchant risk and compliance. The BDO is responsible for reviewing merchant statements, providing rate quotes, managing applications, coordinating equipment orders, ensuring compliance, and leading project management initiatives. This role demands strong analytical skills, attention to detail, and the ability to collaborate with stakeholders to enhance efficiency, profitability, and customer satisfaction. Essential Functions: * Source and develop Merchant Services prospects and new clients. * Serve as a subject matter expert on merchant payment processing, pricing, risk, and compliance. * Analyze merchant processing statements to identify cost-saving opportunities, detect discrepancies, and optimize pricing. * Develop competitive rate quotes and pricing models tailored to prospects and clients, leveraging transaction indicators, technology needs, and industry benchmarks. * Provide detailed reports and recommendations to improve client financial performance. * Oversee application processing, onboarding, and equipment deployment for new merchant clients. * Develop sales strategies and create & cultivate referral sources. * Stay informed on industry trends, emerging payment technologies, and regulatory changes. * Provide strategic insights to inform product development and client engagement strategies. * Other duties as assigned. Qualifications: * Requires a bachelor's in business, finance or a related field and 4+ yrs experience in business development and Merchant Service sales, or other directly related experience. A combination of education and experience may meet job requirements. * Must have a deep understanding of payment technologies, interchange, risk, compliance, and payment industry regulations, including PCI DSS, AML, and fraud prevention. * Working knowledge of sales techniques, business development, banking/finance products and services. * Must have solid customer service and negotiation skills. * Solid communication skills, both verbal and written. * Solid problem resolution and presentation skills. * Working knowledge of word processing, spreadsheet and general PC's skills. 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 $70,304 - $90,000 base annually depending on job-related factors such as level of experience. Significant bonus opportunity available based on performance.

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 Premier Client Support Specialist in San Diego, CA. This role focuses on coordinating all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments. Essential Functions: * Coordinates all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments. * Processes and closes both routine and complex residential and commercial loans. * Communicates and consults with existing and prospective customers on products and services offered to ensure needs are met. * Accepts loan applications for underwriting and documentation and closes loans. * Reviews and audits loan documentation for accuracy and completeness and follows up as necessary. * May perform cash handling and deposit functions. * Other duties as assigned. Qualifications: * Requires High School diploma or equivalent and some experience in private/executive banking, including regular client contact, or other directly related experience. * A college degree and 2 years related experience preferred. * Basic knowledge of bank products, procedures and customer service. * Ability to assist with working loan files and new relationships. * Must be knowledgeable in lending regulations. * Be familiar with common office software and applications. * Must have strong interpersonal, written, and verbal communication skills. * Must be able to work independently, prioritize projects, and follow through on deadlines. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Paternal 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 * 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 * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $20 - $22 hourly depending on job-related factors such as level of experience.

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 Client Service Associate (Teller) Lead to provide top-notch customer service to our clients and customers at our Mission Gorge, San Diego, CA branch. This role focuses on accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record. Essential Functions: Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record. Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. Resolves clients' problems either through direct personal action or referral to alternative branch or bank resources. Identifies and maximizes cross-sell banks opportunities through exploring needs. Other duties as assigned. Schedule: Monday - Friday, 8:00 am - 5:00pm Qualifications: Requires a High School Diploma or equivalent and 2+ years banking, cashiering, customer service, balancing, other related experience, or successful completion of company approved training. Advanced knowledge of cashiering, balancing, debits, credits, bank products and/or banking. Working knowledge of math Must have solid balancing and customer service skills. Ability to cross-sell bank products based on clients' needs. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal 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 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 Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $24 - $28 hourly depending on job-related factors such as level of experience.