Personal Banking - Relationship Banker I

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. 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 Huntington Beach, 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!

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.

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.

High School diploma or equivalent and 1-4+ years experience as a universal banker/personal banker or similar retail banking role. Previous experience in a financial sales representative oriented role preferred.

Proficient knowledge of mathematical calculations and standard banking products, services and transactions.

Basic knowledge of consumer lending applications.

Strong customer service, interpersonal and communication skills, both verbal and written.

Strong interpersonal & relationship building skills.

Proficient in basic computer skills.

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

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 $23 - $30 hourly depending on job-related factors such as level of experience.

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. 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.