Branch Relationship Banker; Personal Banker Palmdale, 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 experience, 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 Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Palmdale, CA branch
. If you are passionate about building meaningful client connections, providing personalized financial solutions, and bringing full-service banking to life within the community, we’d love to connect with you.

Delivers an exceptional, full-service banking experience to new and existing clients, with a strong focus on relationship-building, sales, and personalized service

Brings the branch to life by planning and hosting engaging events and community outreach activities that strengthen local relationships

Opens new accounts, supports consumer lending needs, and proactively assists clients with a variety of financial services and solutions

Acts as a trusted problem-solver by addressing client concerns directly or connecting clients with the right internal partners for additional support

Identifies opportunities to deepen relationships by recommending relevant bank products and services, including commercial offerings, based on client needs

Build lasting connections by actively following up with clients and ensuring a consistent, high-quality experience

May process cash transactions, open and maintain accounts, and originate and close consumer or small business loans

Supports daily branch operations, including transaction processing and additional customer service responsibilities as needed

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

High school diploma or equivalent and 1+ years’ experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications

Previous experience in a financial sales representative-oriented role preferred

Working knowledge of mathematical calculations and standard banking products, services, and transactions

Solid knowledge of all retail products and services

Basic knowledge of consumer lending applications

Proven customer service, interpersonal and communication skills, both verbal and written

Effective selling, cross-selling and referral skills

Solid mathematical, problem-solving, and negotiation skills

Solid interpersonal & relationship building skills

Strong attention to detail and time management

Proficient in basic computer skills

Medical, Dental, and Vision Insurance – START DAY ONE!

Life and Disability…