Branch Relationship Banker (Personal Banker)- Brea, CA

Zions Bancorporation; Brea (CA); On-site; USD 37,000 - 43,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance – at

Life and Disability Insurance

401(k) with company match

Paid Time Off (PTO)

11 paid federal holidays

Tuition Reimbursement

Employee banking product ambassador

Job summary

California Bank & Trust, a division of Zions Bancorporation, N.A., is seeking a Branch Relationship Banker (Personal Banker) in Brea, CA. This role focuses on delivering full-service banking, building client relationships, and providing personalized financial solutions to individuals and businesses within the community.

The position emphasizes sales-driven relationship management, outbound client follow-up, and cross-selling banking products, with a schedule Monday–Friday, 8:30am–5:30pm, and a

Qualifications

• High School diploma or equivalent required; 2+ years in retail banking or as a universal/personal banker is preferred.
• Proven ability in sales, cross-selling, and generating referrals; outbound client follow-up is essential.
• Strong cash handling, knowledge of retail banking products, and ability to use basic banking software.

Responsibilities

• Delivers an exceptional, full-service banking experience with focus on relationship-building, sales, and personalized service.
• Plans and hosts events and community outreach to strengthen local relationships.
• Opens new accounts, supports lending needs, and assists clients with financial solutions.
• Addresses client concerns directly or connects clients with the right internal partners for support.
• Identifies opportunities to deepen relationships by recommending relevant bank products and services.
• Follows up with clients to ensure a high-quality, consistent experience.
• May process cash transactions, open/maintain accounts, and originate/close loans.
• Supports daily branch operations and other customer service tasks as needed.
• May be reassigned within a 30-mile radius as business needs dictate.

Skills

Sales & cross-selling

Outbound calling

Customer service

Relationship building

Communication

Negotiation

Time management

Problem solving

Mathematical calculations

Banking product knowledge

Education

High School diploma or equivalent

2+ years universal/personal banker experience

Tools

Basic computer skills

Job description

Branch Relationship Banker (Personal Banker)- Brea, 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 afull-timeBranch Relationship Banker (Personal Banker)to provide top notch customer service to our clients and customers at our Breabranch. 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 2+ years experience as a universal banker/personal banker or similar retail banking role.An equivalent combination of education and experience may meet qualifications.
• Demonstrated success in sales, cross-selling, and generating quality referrals a must.
• Proven experience conducting outbound calling and proactive client relationship follow-up a must.
• Demonstrated proficiency in cash handling preferred.
• 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, 8:30am-5:30pm

• 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 $26.62 - $31 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.

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