Branch Relationship Banker- Chula Vista, CA

California Bank & Trust; Chula Vista (CA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance -

Life and Disability Insurance

Paid Parental Leave and Adoption

401(k) plan with company match

Profit Sharing

Paid Training

Paid Time Off

Federal Holidays

Job summary

California Bank & Trust in Chula Vista, CA is seeking a Branch Relationship Banker (Personal Banker) to deliver comprehensive financial services and cultivate long‑term client relationships within a relationship‑centered culture. You will handle new accounts, loan origination, and service requests with accuracy while recommending banking products to grow client relationships.

The role requires strong customer service, communication, and cross‑selling skills, with occasional reassignment within

Qualifications

• High School diploma or equivalent and 2+ 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.
• Strong knowledge of all retail products and services.
• Basic knowledge of consumer lending applications.
• Strong customer service, interpersonal and communication skills, both verbal and written.
• Effective selling, cross-selling and referral skills.
• Strong mathematical, problem-solving and negotiation skills.
• Strong interpersonal & relationship building skills.
• Strong attention to detail and time management.
• Proficient in basic computer skills.
• Professional working proficiency in Spanish highly preferred.

Responsibilities

• Delivers comprehensive banking services to new and existing clients, maintaining a primary focus on proactive sales and exceptional service.
• Manages new account openings, consumer loan origination, and client service requests with efficiency and accuracy.
• Resolves complex client inquiries and concerns promptly through direct personal action or strategic internal referrals.
• Recommends appropriate banking products and services, including commercial lending solutions, to expand client relationships.
• Executes cash transactions, opens or updates accounts, and originates and closes consumer or small business loans.

Skills

Customer service

Sales

Interpersonal skills

Communication

Education

High School diploma

Job description

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.

We are seeking a full-time Branch Relationship Banker (Personal Banker) to join California Bank & Trust in Chula Vista, CA . The Branch Relationship Banker plays a key role in delivering comprehensive financial services and cultivating long-term client relationships to support branch success.

Essential Functions:

• Delivers comprehensive banking services to new and existing clients, maintaining a primary focus on proactive sales and exceptional service.
• Manages new account openings, consumer loan origination, and client service requests with efficiency and accuracy.
• Resolves complex client inquiries and concerns promptly through direct personal action or strategic internal referrals.
• Recommends appropriate banking products and services, including commercial lending solutions, to expand client relationships.
• Executes cash transactions, opens or updates accounts, and originates and closes consumer or small business loans.
• Cultivates and maintains robust client relationships by delivering personalized service tailored to individual financial needs.
• 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+ years experience as 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.
• Proficient knowledge of mathematical calculations and standard banking products, services and transactions.
• Strong knowledge of all retail products and services.
• Basic knowledge of consumer lending applications.
• Strong customer service, interpersonal and communication skills, both verbal and written.
• Effective selling, cross-selling and referral skills.
• Strong mathematical, problem-solving and negotiation skills.
• Strong interpersonal & relationship building skills.
• Strong attention to detail and time management.
• Proficient in basic computer skills.
• Professional working proficiency in Spanish highly preferred.

Schedule:

Monday – Friday

Benefits:

• 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 $25 - $31 hourly depending on job-related factors such as level of experience.