Business Banker - Pasadena, CA

Calbanktrust; Pasadena (CA); On-site; USD 100,000 - 145,000; Full time

Benefits offered by this job

Health Insurance

401(k) with company match

Paid Time Off (PTO)

Tuition Reimbursement

Holiday pay and training

Job summary

California Bank & Trust is seeking a relationship-driven Business Banker in Pasadena, CA to acquire, analyze and grow high-value client relationships. You will deliver tailored credit and banking solutions, negotiate loan terms, manage portfolio risk, and implement local marketing plans to drive profitability.

The role emphasizes expanding loans and cross-selling, with a focus on commercial clients and maintaining strong client satisfaction.

Qualifications

• Requires a bachelor's degree in banking, finance or a related field.
• Knowledge of lending and credit analysis for commercial lending.
• Ability to expand loans and client relationships and cross-sell products.
• Familiarity with loan processing and closing processes.
• Strong interpersonal and communication skills.
• Proficiency with word processing and spreadsheets.

Responsibilities

• Grow, retain and expand a portfolio of Business Banking clients.
• Source new customers through referrals and cross-selling opportunities.
• Meet revenue goals for region and products.
• Understand client financial needs and recommend solutions.
• Build and manage relationship plans for each client.

Skills

Relationship mgmt

Credit analysis

Cross-selling

Interpersonal skills

Communication skills

Education

Bachelor's degree in banking/finance or related field

Tools

CRM software

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 relationship-driven Business Banker with solid experience in CRE and C&I lending. Thisdynamic professional will acquire, analyze, and grow high-value client relationships by delivering tailored credit and banking solutions. In this role, you will negotiate loan terms, manage portfolio risk, implement local marketing plans, and act as a trusted financial counselor to ensure long-term profitability.

Essential Functions:

• Responsible for the growth, retention and expansion of a portfolio of existing Business Banking clients.
• Sources new customers through referrals.
• Contributes to deposit growth by cross selling and promoting additional banking products.
• Seeks and obtains quality new business through client and prospect calls, referrals, and cross selling efforts.
• Recommends the appropriate solutions to clients as a trusted advisor to meet the objectives of clients.
• Meets assigned revenue goal for region and products.
• Gains complete knowledge of the business and personal financial needs of assigned customers.
• Builds knowledge of each assigned client and develops/manages a relationship plan for each client.
• Ensures client requests are met by handling them directly and/or referring to appropriate resource.
• Meets or exceed key performance measures, including but not limited to, portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics.

Qualifications:

• Requires a bachelor's degree in banking, finance or a related field and 1+ year of credit associated lending or other directly related experience. An equivalent combination of education and experience may meet qualifications.
• Knowledge of lending, credit analysis preferable in a commercial lending environment.
• Ability to expand loans, client relationships and cross sell bank products.
• Familiarity of the sales, loan processing and closing processes.
• Requires skills and experience in applicant interviewing and perceptive character judgment.
• Ability to structure loans and monitor credit performance.
• Must have good interpersonal and communication skills.
• Working knowledge of a software applications, including word processing and spreadsheets.
• Manages a small commercial portfolio.
• 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 $100,000 - $145,000 annually 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.

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