Premier Client Support Specialist - San Diego, CA

Zions Bancorporation • San Diego, CA • 1w ago

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 Premier Client Support Specialist in San Diego, CA. This role focuses on coordinating all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments.

Essential Functions:

Coordinates all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments.

Processes and closes both routine and complex residential and commercial loans.

Communicates and consults with existing and prospective customers on products and services offered to ensure needs are met.

Accepts loan applications for underwriting and documentation and closes loans.

Reviews and audits loan documentation for accuracy and completeness and follows up as necessary.

May perform cash handling and deposit functions.

Other duties as assigned.

Qualifications:

Requires High School diploma or equivalent and some experience in private/executive banking, including regular client contact, or other directly related experience.

A college degree and 2 years related experience preferred.

Basic knowledge of bank products, procedures and customer service.

Ability to assist with working loan files and new relationships.

Must be knowledgeable in lending regulations.

Be familiar with common office software and applications.

Must have strong interpersonal, written, and verbal communication skills.

Must be able to work independently, prioritize projects, and follow through on deadlines.

Benefits:

Medical, Dental and Vision Insurance - START DAY ONE!

Life and Disability Insurance, Paid Paternal 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

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

Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $58,000 - $71,000 depending on job-related factors such as level of experience.

Req ID: 068217

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

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