Banking Representative- San Diego, 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 looking for a Banking Representative in San Diego, CA , to manage relationships with existing and new clients to ensure their business needs are being met. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Perform outbound sales and service calls to prospective and existing bank clients to generate and service a wide variety of loans. Manages relationships with existing and new clients through regular phone calls to ensure business needs are being met. Aggressively seeks and obtains quality new business through client and prospect referrals. Responsible for expanding client base by sourcing new relationships and making recommendations for bank products and services to new and existing relationships. May assist clients with product offerings, selection, loan application processes and opening accounts via phone. Responsible for following all operational procedures and adhering to all regulatory and compliance requirements. Provides support to business unit personnel as needed. Assists with department projects and tasks as needed. Other duties as assigned. Qualifications: Requires High School diploma or equivalent and 1+ years of experience in inside sales, branch and business banking, credit lending and analysis or other directly related experience. A combination of education and experience may meet job requirements. Working knowledge of sales, lending, credit analysis, customer service, retention skills and banking products and services. Ability to expand loans, client relationships and make recommendations for bank products. Familiarity of the sales, loan processing and closing processes. Ability to structure loans and monitor credit performance. Must have good customer service, problem resolution and communication skills, both verbal and written. Ability to use a variety of computer software. Other duties as assigned. 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 $69,000 - $85,000 annually 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. California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC #J-18808-Ljbffr California Bank & Trust