Branch Relationship Banker- Chula Vista, CA

Zionsbancorp; United States; Vor Ort; USD 34.000 - 43.000; Vollzeit

Benefits dieser Stelle

Medical, Dental, Vision Insurance

Paid Time Off (PTO)

401(k) plan with company match

Holiday pay

Zusammenfassung

California Bank & Trust in Chula Vista, CA is looking for a Branch Relationship Banker to deliver full banking services and cultivate long-term client relationships at the local branch. This role focuses on proactive sales, excellent service, and accurate handling of accounts and loans.

You will open accounts, originate loans, address inquiries, and advise clients on banking products to grow relationships. Bilingual Spanish is highly preferred; schedule is Monday–Friday with potential location

Qualifikationen

• : 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.

Aufgaben

• Delivers comprehensive banking services to new and existing clients, focusing 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 action or internal referrals.
• Recommends appropriate banking products and services, including lending solutions, to expand client relationships.
• Executes cash transactions, opens/updates accounts, and originates/closes loans.
• Cultivates and maintains robust client relationships with personalized service.

Kenntnisse

Customer service

Interpersonal skills

Communication

Spanish (preferred)

Sales & cross-selling

Mathematical skills

Problem solving

Computer skills

Ausbildung

High School diploma or equivalent

Tools

Basic computer skills

Jobbeschreibung

Branch Relationship Banker- Chula Vista, CA(

Job Number:

1. hours per week: 40

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.

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 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.

This position requires Federal Registration with the National Mortgage Licensing System (NMLS), in accordance with the SAFE Act.

Work Locations

California-Chula Vista-SD – Chula Vista Branch
Retail Banking PB

ABOUT OUR COMPANY

Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming.
The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.

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 Web site to apply for employment, please contact us at [phone], Mon.-Fri. between 9 a.m. – 5 p.m. MST
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