Branch Relationship Banker- Diamond Bar, CA

Zions Bancorporation; Diamond Bar (CA); On-site; USD 32,000 - 41,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance -

Paid Time Off (PTO) and holidays

401(k) plan with company match

Tuition Reimbursement

Job summary

California Bank & Trust in Diamond Bar, CA is seeking a full-time Branch Relationship Banker to deliver full-service banking, focus on sales and service, handle new accounts, loans, and client issue resolution, and build lasting relationships with customers.

You will refer customers to other bank products, work Monday–Friday, and may be reassigned within 30 miles. Competitive benefits start day one; equal opportunity employer.

Qualifications

• High School diploma or equivalent and 1-4+ years experience as a universal banker/personal banker or similar retail banking role.
• Proficient knowledge of mathematical calculations and standard banking products, services and transactions.
• Strong customer service, interpersonal and communication skills, both verbal and written.
• Effective selling, cross-selling and referral skills.

Responsibilities

• 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.
• Follows up with clients as needed.
• 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.
• 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.

Skills

Customer service

Cross-selling

Relationship building

Communication skills

Mathematical calculations

Proficient computer skills

Education

High School diploma or equivalent

Job description

Branch Relationship Banker- Diamond Bar, 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 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 full-timeBranch Relationship Banker (Personal Banker)to provide top notch customer service to our clients and customers at our Diamond Bar,CAbranch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!

Essential Functions:

• 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.
• Follows up with clients as needed.
• 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.
• 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 1-4+ 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.

Schedule:Monday - Friday

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

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. 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. This includes spouses and other family members. 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. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

Click here to view applicable Federal, State and/or local employment law posters.

Create and manage profiles for future opportunities.

California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC