Relationship Banker - Encino, Chino Hills, Tustin, Irvine

California Bank & Trust; Laguna Hills (CA); On-site; USD 131,000 - 192,000; Full time

Job summary

California Bank & Trust seeks a Relationship Banker to enhance client relationships and focus on commercial lending across Encino, Chino Hills, Tustin, and Irvine. Candidates should possess a Bachelor's degree and over eight years of related experience in banking and sales. Join a premier California financial institution with a commitment to community and customer satisfaction, offering a collaborative workplace and competitive salary.

Benefits

Medical, Dental and Vision Insurance

Paid Training and Time Off

401(k) plan with company match

Tuition Reimbursement

Mental health benefits

Qualifications

• 8+ years of commercial lending experience required.
• Advanced knowledge of bank products and credit management needed.
• Ability to expand client relationships and bank products.

Responsibilities

• Acquire and maintain client relationships.
• Provide banking services and analyze profitability.
• Develop marketing plans and negotiate loan terms.

Skills

Interpersonal skills

Analytical skills

Negotiation skills

Communication skills

Education

Bachelor's degree in business, finance or related field

Job description

Relationship Banker - Encino, Chino Hills, Tustin, Irvine

Join to apply for the Relationship Banker - Encino, Chino Hills, Tustin, Irvine role at California Bank & Trust

Relationship Banker - Encino, Chino Hills, Tustin, Irvine

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Join to apply for the Relationship Banker - Encino, Chino Hills, Tustin, Irvine role at California Bank & Trust

California Bank & Trust provided pay range

This range is provided by California Bank & Trust. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$131,000.00/yr - $192,000.00/yr

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 Banker (Commercial Lending) in Encino, Chino Hills, Tustin or Irvine, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices.

Essential Functions

• Responsible for acquiring, analyzing and maintaining client relationships.
• Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs.
• Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms.
• Solicits the sale of additional products and services to meet clients' needs.
• Develops and implements marketing plans for expanding business.
• Negotiates loan terms and conditions.
• Remains well versed in industrial, economic and financial situations relating to assigned clients.
• May be assigned specialized industry or market segments.
• Other duties as assigned.
  
  

Qualifications

• Requires a Bachelors degree in business, finance or a related field and 8+ years commercial lending, loan management and bank sales experience. A combination of education and experience may meet requirements.
• Loan management experience.
• Employs advanced knowledge as a generalist or specialist of bank products, credit, commercial lending and loan management techniques.
• Ability to expand loans, client relationships and bank products.
• Must have excellent interpersonal, oral and written communication skills needed to create relationships with loan clients.
• Excellent analytical and negotiation skills.
• Broad application of principles, theories, and concepts in applicable discipline.
  
  

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 $131,000 - $192,000 annually depending on job-related factors such as level of experience.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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