Branch Relationship Banker- Huntington Beach, CA
$26 - $35 per hourCalifornia Bank & Trust
Branch Relationship Banker- Huntington Beach, CA 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' experienceas 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 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. This position will be open until filled. All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations. Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law. It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran. Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at View email address on click.appcast.io or View phone number on click.appcast.io. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact. Click here to view applicable Federal, State and/or local employment law posters. Create and manage profiles for future opportunities. California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC #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 is hiring a Branch Relationship Banker (Personal Banker) to deliver full‑service relationship banking and build enduring client relationships. You will open accounts, help with loans, and refer clients to other bank products...SuggestedMonday to Friday
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$43.68k - $69.9k
...Bank. General Function The Personal Banker I position will provide an exceptional... ...maintaining, and enhancing long lasting relationships with existing and prospective... ...computer screens. Personal Banker I - Huntington Beach Location: Huntington Beach, California...SuggestedWork at office- Financial Advisor - Newport Beach, CA Job Overview Partner with clients to achieve their... ...Jones network. Key Responsibilities Build relationships and generate new clients through face‑... ..., comprehensive strategies. Oversee branch processes, roles, and responsibilities...Flexible hours
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Senior Financial Planner (Newport, Beach CA) Newport Beach Job Summary Financial planning is the foundation of Mercer Advisors. We believe... ...for the client's future. Use exceptional analytical and relationship management skills to uncover clients' needs and position the...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Fifth Third Bank in Huntington Beach, CA is seeking a Personal Banker I to deliver exceptional customer experiences by building lasting relationships with customers. You will process teller transactions and work on the platform staff, using a consultative approach to address...
$25 - $26.77 per hour
...strives for operational excellence Builds relationships with clients to meet financial needs... ...Week 40 Pay Transparency details US - CA - Corona Del Mar - 3300 E Coast Hwy -... ...BROOKHURST-WESTMINSTER BC (CA7147), US - CA - Huntington Beach - 18691 Main St - MAIN AND ELLIS BC (CA...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Edward Jones in Newport Beach, CA is seeking a Financial Advisor to partner with clients... ...the Edward Jones network. You will build relationships, generate new clients through diverse... ...comprehensive strategies. The role includes branch supervision, team engagement, and...
- Job Description Job Description Under general supervision of the Mgr. Asst Retail Services or Mgr. Retail Service, perform duties related to member services and sales production, conducting member conversations; the Select Employer Groups development and business expansion...Work experience placementFlexible hours
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- Edward Jones in Huntington Beach, CA seeks aspiring financial advisors to join our branch network and build your own client practice with support from a dedicated branch team, home-office staff, and regional advisors. With a century of experience, we offer comprehensive...Home office
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Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- JPMorganChase in Huntington Beach seeks a Private Client Banker in Branch Banking to serve affluent clients and manage their complete banking relationship. You will actively solicit referrals and collaborate with specialists to meet clients' financial needs. The role emphasizes...Full time
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$27.22 - $33.26 per hour
...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 consumer...Temporary workLocal area$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 - 10...Work experience placementH1bWork at officeWorldwideMonday to FridayFlexible hours- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...diversity and inclusion. As an Associate Banker within Chase, you will represent our brand... ...will significantly contribute to the branch's success by delivering exceptional client...Part time
- 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...
$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- Northern Trust Corp seeks a Senior Personal Banker to work on-site in Newport Beach, CA. You will service client accounts, process wires and transfers... ...close accounts, and maintain accurate records to support relationship management and wealth services. The role requires 3-5...Work at office
- Bank of America is hiring to support in-branch client education and transactions, with a focus on delivering personalized financial... ...service, digital self-service literacy, and building lasting client relationships within a dynamic banking environment. Responsibilities include...
- Chase is seeking a Relationship Banker to build and manage client relationships in a branch setting in California. You will deliver welcoming, knowledgeable service and use banking tech solutions to help clients meet financial goals. You will collaborate with experts to...Weekend workAfternoon shift
$25 - $27.88 per hour
...strives for operational excellence Builds relationships with clients to meet financial needs... ...Per Week 40 Pay Transparency Details US - CA - Bellflower - 17445 Bellflower Blvd - BELLFLOWER... ...BC (CA8135), US - CA - Buena Park - 6210 Beach Blvd - BEACH COMMONWEALTH BC (CA7161), US...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...Immediate startAfternoon shift
$89.25k - $105k
...client experience focusing on accuracy, timeliness, and accountability for the client's future. Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs. Collaborate with other...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- 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
- Bank of America is seeking candidates for a Senior Relationship Manager role through a 12-month development program in Newport Beach, CA. The position emphasizes building foundational commercial banking sales and credit skills, with responsibilities including advising clients...
- ...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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