Branch Relationship Banker- Orange, CA

Zionsbancorp; Anaheim (CA); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance –

Life and Disability Insurance

Paid Parental Leave and Adoption

HSA / FSA and dependent care accounts

401(k) plan with company match

Job summary

California Bank & Trust in Orange, CA, is seeking a Branch Relationship Banker to deliver a high-quality, full-service banking experience. You will focus on building relationships, opening new accounts, and supporting lending needs within the Orange branch community.

The role emphasizes personalized service, proactive client engagement, and opportunities to cross-sell banking products. The position offers a stable schedule, comprehensive benefits, and a base hourly pay of $23–$26 depending on

Qualifications

• High School diploma or equivalent and 1 year experience in sales, teller, new accounts or loan processing or other directly related experience.
• Previous experience in a financial sales representative-oriented role preferred.
• Working knowledge of mathematical calculations and standard banking products, services and transactions.
• Proficient in basic computer skills.

Responsibilities

• Delivers an exceptional, full-service banking experience to new and existing clients, with a strong focus on relationship-building, sales, and personalized service.
• Plans and hosts engaging events and community outreach activities to strengthen local relationships.
• Opens new accounts, supports consumer lending needs, and proactively assists clients with financial services and solutions.
• Addresses client concerns directly or connects clients with internal partners for support.
• Identifies opportunities to deepen relationships by recommending bank products and services based on client needs.
• Follows up with clients to ensure a high-quality experience.

Skills

Sales experience

Customer service

Interpersonal skills

Communication skills

Problem-solving

Time management

Basic computer skills

Education

High School diploma or equivalent

1 year experience in sales, teller, new accounts or loan processing

Tools

Banking software

Job description

Branch Relationship Banker- Orange, 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 looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Orange 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.

Essential Functions:

• 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.
• Builds 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.

Qualifications:

• 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.

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 $23 – $26 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-Orange-LA – Orange Office
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.
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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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