Branch Relationship Banker — Personal Banking & Loans

California Bank & Trust; Fremont (CA); On-site; USD 37,195 - 48,216; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance -

Life and Disability Insurance

401(k) plan with company match

Paid Vacation & Holidays

Tuition Reimbursement

Job summary

California Bank & Trust in Fremont, CA is seeking a Branch Relationship Banker to deliver full‑service banking and build lasting client relationships. The role emphasizes sales, service, and referrals, with duties including new accounts, consumer loans, and handling client issues.

The position requires a High School diploma or equivalent plus 1–4+ years in sales, teller, or loan processing, and strong communication skills.

Qualifications

• High School diploma or equivalent.
• 1–4+ years' experience in sales, teller, new accounts or loan processing or other related experience.
• Experience in a financial sales representative oriented role preferred.
• Strong customer service and communication skills, both verbal and written.

Responsibilities

• Performs full-service banking services to customers within the branch, focusing on sales and service.
• Open new accounts, process consumer loans, and handle client service issues.
• Resolve client concerns by direct action or referrals to other bank resources.
• Make referrals for other bank products and services, including lending products.
• Follow up with clients as needed and maintain strong relationships.
• May perform cash transactions and handle loan origination/closing.
• Maintain accurate records and provide personalized service.

Skills

Customer service

Interpersonal skills

Communication skills

Sales/referral skills

Time management

Detail oriented

Negotiation

Education

High School diploma or equivalent

Job description

California Bank & Trust in Fremont, CA is seeking a Branch Relationship Banker to deliver full‑service banking and build lasting client relationships. The role emphasizes sales, service, and referrals, with duties including new accounts, consumer loans, and handling client issues.

The position requires a High School diploma or equivalent plus 1–4+ years in sales, teller, or loan processing, and strong communication skills.