Business Banker- Chino or Irvine, CA

Zions Bancorporation • Chino, 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 Business Banker in Chino or Irvine, CA . This role focuses on managing a healthy, medium-sized commercial portfolio, focusing on deepening existing relationships while proactively sourcing new business.

Essential Functions:

Responsible for the growth, retention and expansion of a portfolio of existing Business Banking clients.

Sources new customers through business development.

Contributes to deposit growth by cross selling and promoting additional banking products.

Seeks and obtains quality new business through client and prospect calls, referrals, and cross selling efforts.

Recommends the appropriate solutions to clients as a trusted advisor to meet the objectives of clients.

Meets assigned revenue goal for region and products.

Gains complete knowledge of the business and personal financial needs of assigned customers.

Visits client locations regularly.

Builds knowledge of each assigned client and develops/manages a relationship plan for each client.

Ensures client requests are met by handling them directly and/or referring to appropriate resource.

Meets or exceed key performance measures, including but not limited to, portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics

Qualifications:

Requires a bachelor's degree in banking, finance or a related field and 4+ years commercial lending or other directly related experience.

An equivalent combination of education and experience may meet qualifications.

Advanced knowledge of commercial loans, credit analysis, lending, loan processing and closing processes.

Ability to expand commercial loans, client relationships and cross sell bank products.

Requires strong sales ability.

Solid experience in applicant interviewing and perceptive character judgment skills.

Ability to structure loans and monitor credit performance.

Must have strong interpersonal and communication skills.

Working knowledge of software applications, including Word and Excel.

Manages a medium-sized commercial portfolio.

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 $112,000 - $125,400 in Chino, CA or $117,000-$131,000 in Irvine, CA depending on job-related factors such as level of experience.

Req ID: 070962

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.

Similar Jobs

Executive Assistant, Finance

Virgin Galactic • Tustin, CA • 2h ago

Finance, Accounting & Banking

The Executive Assistant provides professional support to the Chief Financial Officer, which includes project management as well as administrative support responsibilities. Will be expected to independently set-up and man...

2h ago

Go to Apply

Payroll & Billing Specialist

Spread Your Wings, LLC. • Garden Grove, CA • 2h ago

Finance, Accounting & Banking

THIS IS NOT A REMOTE POSITION Due to company growth, we are looking for our next payroll-billing specialist to join our team in Garden Grove. SOLID TRAINING AND SUPPORT This position requires knowledge working with HR pa...

2h ago

Go to Apply

CRE Credit Analyst - Irvine, CA

Zions Bancorporation • Irvine, CA • 2h ago

Finance, Accounting & Banking

2h ago

Go to Apply

Accounts Receivable & Collections Supervisor

Aston Carter • Rancho Cucamonga, CA • 15h ago

Finance, Accounting & Banking

Accounts Receivable & Collections SupervisorPosition Summary The Accounts Receivable & Collections Supervisor is responsible for overseeing the company's accounts receivable, billing, cash application, and collec...

15h ago

Go to Apply

Commercial Banking Portfolio Management Manager

Wells Fargo • West Covina, CA • 1d ago

Finance, Accounting & Banking

About this role: Wells Fargo is seeking a a Commercial Banking Portfolio Management Manager for C&I clients with annual revenue of $25 million to $2B+ supporting several Markets in the Southwest Division. Learn more...

1d ago

Go to Apply

Commercial Banking Portfolio Management Manager

Wells Fargo • Irvine, CA • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

Senior Finance Director

Edwards Lifesciences • Irvine, CA • 1d ago

Finance, Accounting & Banking

Imagine how your ideas and expertise can change a patient's life. Patients are at the heart of what we do at Edwards Lifesciences. Our Finance teams work hard to optimize our current and long-term success and enable our...

1d ago

Go to Apply

Finance Transformation Manager

Robert Half • Irvine, CA • 1d ago

Finance, Accounting & Banking

Description We are looking for a Finance Transformation Manager to join a Contract engagement supporting a finance organization in Costa Mesa, California. This role focuses on improving financial operations through autom...

1d ago

Go to Apply

10734 - Executive Principal, Finance (Controller)

Hyundai Autoever America • Irvine, CA • 1d ago

Finance, Accounting & Banking

Hyundai AutoEver America (HAEA) is the dynamic IT powerhouse behind Hyundai Motor Corporation, a Fortune 500 global leader in the automotive industry. As a key affiliate, we provide cutting-edge IT services and support t...

1d ago

Go to Apply

Accounting and Administrative Coordinator

Robert Half • Cypress, CA • 1d ago

Finance, Accounting & Banking

Description We are looking for an organized Accounting and Administrative Coordinator to support day-to-day financial, human resources, and office operations in Cypress, California. This position is ideal for someone who...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)