Branch Relationship Banker - San Clemente, CA

Branch Relationship Banker - San Clemente, 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.

• Perform full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.
• New accounts, consumer loans, and client services issues.
• Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
• Make appropriate referrals for other bank products and services, including commercial lending products.
• Follow up with clients as needed.
• Perform cash transactions, open or update accounts, originate and close consumer or small business loans.
• Resolve customer service issues.
• Establish, expand and maintain a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
• Process cash transactions and other customer service duties within the branch.
• Other duties as assigned.

• High School diploma or equivalent and 1+ years’ experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
• Previous experience in a financial sales representative-oriented role is preferred.
• Working knowledge of mathematical calculations and standard banking products, services and transactions.
• Solid knowledge of all retail products and services.
• Basic knowledge of consumer lending applications.
• Proven customer service, interpersonal and communication skills, both verbal and written.
• Effective selling, cross-selling and referral skills.
• Solid mathematical, problem-solving and negotiation skills.
• Solid interpersonal & relationship building skills.
• Strong attention to detail and time management.
• Proficient in basic computer skills.

Monday – Friday, 8:30am – 5:00pm

• 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 $22 - $28 hourly depending on job-related factors such as level of experience.

All candidates, including those with criminal histories, will be considered for employment. The Company is a financial institution; background check will be performed. The Company reaffirms its policy of providing Equal Employment Opportunity (EEO) and prohibits illegal discrimination.