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Jobs · Finance · California

Branch Relationship Banker- El Segundo, CA

California Bank & Trust · El Segundo, CA · 1 mo ago
On-siteFinance$26–$35/hrFull-time

About the role

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build strong relationships with clients and colleagues. Our workplace values unique experiences, backgrounds, and perspectives, fostering a collaborative environment for growth. As a premier California-focused financial services company with over 70 years of service and more than 80 branches, CB&T is dedicated to serving communities, families, and businesses of all sizes. The bank has earned recognition as a perennial "Best Bank" and "Best Commercial Bank" and has received multiple Greenwich Excellence Awards for client satisfaction.

Responsibilities

  • Deliver comprehensive, full-service relationship banking to new and existing clients with a focus on sales, service, and personalized solutions.
  • Open new accounts, originate and close consumer or small business loans, and assist with branch cash transactions to ensure smooth operations.
  • Resolve client inquiries and service issues directly or by collaborating with specialized bank departments.
  • Identify client financial needs and proactively refer them to other bank products and services, including commercial lending solutions.
  • Establish and nurture long-term, high-value customer relationships by providing tailored services that address individual and business goals.
  • Maintain diligent client follow-up to ensure satisfaction, build trust, and deepen customer retention.
  • May be reassigned to an alternate location within a reasonable distance (30 miles of branch location) based on business needs with proper notice.
  • Perform other duties as assigned.

Requirements

  • High School diploma or equivalent and 2-6+ 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.
  • Solid understanding of standard retail banking products, services, transactions, and mathematical calculations.
  • Practical knowledge of consumer lending applications and processes.
  • Excellent communication and interpersonal skills, with a proven ability to build trust and lasting client relationships.
  • Demonstrated ability in active selling, cross-selling, and client referral generation.
  • Strong attention to detail, proactive problem-solving, efficient time-management, and proficiency in basic computer systems.

Benefits

  • Medical, Dental, and Vision Insurance (effective day one).
  • Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance.
  • Health Savings Account (HSA), Flexible Spending Account (FSA), and dependent care accounts.
  • Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays (plus 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 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 $26 - $35 hourly, depending on job-related factors such as level of experience.

Schedule

Monday – Friday.

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