Relationship Banker
1 week ago
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 Relationship Banker in Pasadena, CA .
Essential Functions:
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Leverage credit expertise to assess client need, identify commercial lending opportunities, structure tailored financials solution that drive portfolio growth.
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Develop and expand client relationships through proactive outreach, in-person visits, and community engagement to achieve sales goals and deepen market presence.
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Lender responsible for acquiring, analyzing and maintaining lending client relationships.
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Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs.
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Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms.
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Solicits the sale of additional products and services to best meet clients' needs.
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Develops and implements marketing plans for expanding business.
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May be assigned specialized industry or market segments.
Qualifications:
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Typically requires a Bachelors degree and 2 years commercial lending and bank sales experience.
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Limited use and/or application of basic lending principles, theories, and concepts.
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Basic knowledge of bank products and commercial lending techniques and procedures.
Benefits:
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Medical, Dental and Vision Insurance - START DAY ONE
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Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
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Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
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Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
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401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
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Mental health benefits including coaching and therapy sessions
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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
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Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $70,000 - $90,000 annually depending on job-related factors such as level of experience.
Req ID: 068887
Equal Opportunity Employer
It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
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