Banking Representative - San Diego, CA

Zions Bancorporation • San Diego, CA • 2h 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 Banking Representative in San Diego, CA , to manage relationships with existing and new clients to ensure their business needs are being met. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!

Essential Functions:

Perform outbound sales and service calls to prospective and existing bank clients to generate and service a wide variety of loans.

Manages relationships with existing and new clients through regular phone calls to ensure business needs are being met.

Aggressively seeks and obtains quality new business through client and prospect referrals.

Responsible for expanding client base by sourcing new relationships and making recommendations for bank products and services to new and existing relationships.

May assist clients with product offerings, selection, loan application processes and opening accounts via phone.

Responsible for following all operational procedures and adhering to all regulatory and compliance requirements.

Provides support to business unit personnel as needed.

Assists with department projects and tasks as needed.

Other duties as assigned.

Qualifications:

Requires High School diploma or equivalent and 1+ years of experience in inside sales, branch and business banking, credit lending and analysis or other directly related experience. A combination of education and experience may meet job requirements.

Working knowledge of sales, lending, credit analysis, customer service, retention skills and banking products and services.

Ability to expand loans, client relationships and make recommendations for bank products.

Familiarity of the sales, loan processing and closing processes.

Ability to structure loans and monitor credit performance.

Must have good customer service, problem resolution and communication skills, both verbal and written.

Ability to use a variety of computer software.

Other duties as assigned.

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 $69,000 - $85,000 annually depending on job-related factors such as level of experience.

Req ID: 070975

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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