Branch Relationship Banker- Diamond Bar, CA

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.

About the Role

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 Diamond Bar, CA branch. If you are passionate about bringing full-service banking services to new and existing customers, this role may be a great fit.

Responsibilities

• Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.
• Handles duties such as new accounts, consumer loans, and resolving client service issues.
• Resolves client concerns through direct personal action or by referring clients to an alternative bank department resource.
• Makes appropriate referrals for other bank products and services, including commercial lending products.
• Follows up with clients as needed.
• Processes cash transactions, opens or updates accounts, and originates and closes consumer or small business loans.
• Resolves customer service issues and provides extensive, personalized service focused on the specific needs of each banking customer.
• May be reassigned to an alternate location within a reasonable distance (30 miles of branch location) depending on business needs.
• Performs other duties as assigned.

Requirements

• High School diploma or equivalent and 1-4+ years of experience as a universal banker/personal banker or similar retail banking role.
• An equivalent combination of education and experience may meet qualifications.
• 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.

Skills

• 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 and relationship-building skills.
• Strong attention to detail and time management.
• Proficient in basic computer skills.

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 (plus any applicable state holidays).
• 401(k) plan with company match and Profit Sharing.
• 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 (up to $5,250 per calendar year; eligible upon hire).
• Employee Ambassador preferred banking products.

Pay

This position is eligible to earn a base salary in the range of $23 - $30 hourly, depending on job-related factors such as level of experience.

Schedule

Monday – Friday