Branch Relationship Banker- La Jolla, CA

California Bank & Trust; San Diego (CA); On-site; USD 30,000 - 39,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off (PTO)

401(k) with company match

Holidays and paid parental leave

Job summary

California Bank & Trust in La Jolla, CA is seeking a Branch Relationship Banker (Personal Banker) to deliver comprehensive financial services and cultivate long-term client relationships. The role emphasizes proactive sales and exceptional service at a full-time branch location.

The position requires strong customer service and financial product knowledge, with 1+ years in related roles. Schedule is Monday–Friday, with benefits provided.

Qualifications

• High School diploma or equivalent.
• 1+ years in sales, teller, or loan processing.
• Knowledge of retail banking products.
• Strong customer service and communication skills.
• Ability to cross-sell and refer products.

Responsibilities

• Delivers banking services with focus on sales and service.
• Manages new accounts and loan origination.
• Resolves client inquiries promptly.
• Recommends banking products to expand relationships.
• Executes cash transactions and closes loans.
• Maintains robust client relationships.
• May be reassigned within 30 miles.
• Other duties as assigned.

Skills

Sales experience

Customer service

Product knowledge

Interpersonal skills

Cross-selling

Communication skills

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.

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 La Jolla, 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 1+ years experience in sales, teller, new accounts or loan processing or other directly related experience.
• Previous experience in a financial sales representative-oriented role preferred.
• Solid knowledge of retail products, services, transactions, and basic consumer lending applications.
• Proven customer service, interpersonal, and communication skills, both verbal and written, with the ability to build strong relationships.
• Demonstrated skills in effective selling, cross-selling, and referring financial products to meet client needs.
• Strong mathematical, problem-solving, negotiation, and time management skills, with a high attention to detail.
• Proficient in basic computer skills.

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 $22 - $28 hourly depending on job-related factors such as level of experience.