Branch Relationship Banker- Huntington Beach, CA
$26 - $35 per hourCalifornia Bank & Trust
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 motivated full-time Branch Relationship Banker (Personal Banker) to join California Bank & Trust in Huntington Beach, CA. The Branch Relationship Banker plays a key role in delivering a full-service banking experience and building strong, personalized relationships with branch clients. Responsibilities Delivers comprehensive, full-service relationship banking to both new and existing clients with an active focus on sales, service, and personalized solutions. Opens new accounts, originates and closes consumer or small business loans, and assists with branch cash transactions as needed to ensure smooth operational flow. Resolves client inquiries and service issues through direct personal action or by collaborating with alternative specialized bank departments. Identifies client financial needs and proactively makes strategic referrals for other bank products and services, including commercial lending solutions. Establishes and nurtures long‑term, high‑value customer relationships by providing extensive, tailored services that address specific individual and business goals. Maintains diligent client follow‑up to ensure complete satisfaction, build trust, and deepen overall customer retention. You may be reassigned to an alternate location depending on business needs within a reasonable distance (30 miles of branch location) and given proper notice. Other duties as assigned. Qualifications High School diploma or equivalent and 2-6+ years' experience as a universal banker/personal banker or similar retail banking role. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative-oriented role preferred. Solid understanding of standard retail banking products, services, transactions, and mathematical calculations. Practical knowledge of consumer lending applications and processes. Excellent communication and interpersonal skills, with a proven ability to build trust and lasting client relationships. Demonstrated ability in active selling, cross‑selling, and client referral generation. Strong attention to detail, proactive problem‑solving, efficient time‑management, and proficiency in basic computer systems. 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 $26 - $35 hourly depending on job-related factors such as level of experience. #J-18808-Ljbffr California Bank & Trust
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a... ...to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group...SuggestedImmediate startAfternoon shift
$100k - $115k
...at California Bank & Trust work in a relationship‑centered culture where they are provided... ...and has more than 80 full‑service branch offices across the state. This dedication... ...for a Commercial Relationship Banker in Monarch Beach, CA . Essential Functions Lender responsible...SuggestedWork experience placementWork at officeFlexible hours- California Bank & Trust in Huntington Beach, CA seeks a Branch Relationship Banker to deliver a full-service banking experience and build personalized relationships with branch clients. You will handle deposits and loans, assist with service needs, identify client financial...SuggestedFull timeMonday to Friday
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...between $500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship... ...both internal and external relationships and collaborates with branch partners, centers of influence, clients and other business line...Full timeTemporary workWork experience placementLocal area- ...Relationship Banker - Orange County West Coast Market Garden Grove, California;Newport Beach, California; Newport Beach, California; Huntington Beach, California; Huntington Beach, California; Fountain Valley, California; Newport Beach, California; Laguna Beach, California...Work at officeFlexible hoursShift workWeekend workDay shift
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## Personal Banker Associate II - Westcliff Newport BeachApplylocations: Newport Beach, CAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: August... ...a primary focus on sales development and relationship building through the promotion of deposits, loans...Work experience placementWork at office- First Bank in Newport Beach is looking for a Banking Specialist III who will specialize in operations and sales in a retail branch setting. Responsibilities include expanding client relationships, driving branch profitability, and providing excellent client service. The...Flexible hours
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...what you excel at-all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them... ...basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new...Temporary workLocal area- ...Northern Trust in Newport Beach, CA is seeking a Personal Banker to support client accounts, process wires and transfers, open and close accounts,... ...successful candidate will work in-office, collaborate with relationship management and NCSS teams, uphold risk and regulatory...Work at office
$64.17k - $102.81k
...maintenance and holistic advice on assigned relationships by cross selling and identifying client... ...Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and... .... 660 Newport Center Drive, Newport Beach, CA 92660 Salary Range $64,170 - 102,810 USD...Work experience placementH1bWork at officeWorldwideMonday to FridayFlexible hours$190k - $230k
...Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities... ...been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank...Work experience placementWork at officeLocal areaFlexible hours- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and...
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...The Universal Banker The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products... ...and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional...Hourly payFull timePart time- ...other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At... ...both operations and sales functions in a retail branch. What You Will Be Doing Expanding current client relationships and building new client relationships by understanding...Flexible hours
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$140k - $170k
...Annually + Incentive Location: Newport Beach, CA Who We Are: Genesis Bank is a... ...group of highly experienced, successful bankers and business professionals. Building on... ...wallet of existing clients. Develops bank relationships with small to medium clients. •...Full timeLocal areaFlexible hours$41.71k - $69k
...best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the... ...business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues...Contract workPart timeLocal areaImmediate startDay shift$25 - $26.77 per hour
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...Relationship/Personal Banker/Member Service RepresentativeAt Orange County's Federal Credit Union (OCFCU), banking is personal—always has been.... ...Service Representative (MSR), you're more than the face of the branch—you're a trusted financial partner. You'll blend service,...Hourly pay
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