CRE & C&I Relationship Banker

California Bank & Trust; 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

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.