Branch Relationship Banker (Personal Banker)- Brea, CA

California Bank & Trust; Brea (CA); On-site; USD 37,000 - 43,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance -

Life and Disability Insurance

401(k) plan with company match

Paid Parental Leave

Job summary

California Bank & Trust is seeking a Branch Relationship Banker at the Brea branch. You will deliver an exceptional, full-service banking experience with a focus on relationship-building and personalized service.

You will open new accounts, support consumer lending needs, and identify opportunities to deepen client relationships by recommending bank products. This role requires strong sales, service, and cash handling skills, with a typical schedule Monday–Friday.

Qualifications

• High School diploma or equivalent with 2+ years as universal/personal banker or similar retail banking role.
• Proven sales success, cross-selling, and generating quality referrals.
• Experience outbound calling and proactive client follow-up.
• Cash handling experience preferred.
• Knowledge of retail banking products and consumer lending applications.

Responsibilities

• Deliver a full-service banking experience focused on relationship-building.
• Plan and host community events to strengthen local relationships.
• Open new accounts and support consumer lending needs.
• Address client concerns or connect to appropriate partners.
• Advise on bank products including commercial offerings.
• Maintain ongoing client follow-up for high-quality service.
• Process cash transactions and may originate small business loans.
• Support daily branch operations as needed.
• Possibility of reassignment within 30 miles.
• Other duties as assigned.

Skills

Sales experience

Cross-selling

Relationship building

Cash handling

Outbound calling

Customer service

Education

High School diploma or equivalent

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 looking for a full-time Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Brea 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 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

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 $26.62 - $31 hourly depending on job-related factors such as level of experience.