Branch Relationship Banker (Personal Banker) – Palm Desert, 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 experience, 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 Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Palm Desert, CA branch. This position is part of our regional banking team and will travel to various branches within a designated service area surrounding a hub branch. The hub branch for this position is our Palm Desert Sun Branch. If you are passionate about building meaningful client connections, providing personalized financial solutions, and bringing full-service banking to life within the community, we’d love to connect with you.

Essential Functions:

• Delivers an exceptional, full-service banking experience to new and existing clients, with a strong focus on relationship-building, sales, and personalized service

• Brings the branch to life by planning and hosting engaging events and community outreach activities that strengthen local relationships

• Opens new accounts, supports consumer lending needs, and proactively assists clients with a variety of financial services and solutions

• Acts as a trusted problem-solver by addressing client concerns directly or connecting clients with the right internal partners for additional support

• Identifies opportunities to deepen relationships by recommending relevant bank products and services, including commercial offerings, based on client needs

• Build lasting connections by actively following up with clients and ensuring a consistent, high-quality experience

• May process cash transactions, open and maintain accounts, and originate and close consumer or small business loans

• Supports daily branch operations, including transaction processing and additional customer service responsibilities as needed

• You may be reassigned to an alternate location depending on business needs within a reasonable distance (30 miles of branch location) and given proper notice

• Other duties as assigned

Qualifications:

• 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 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

Schedule: Monday – Friday

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 support, 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 $23 - $26 hourly depending on job-related factors such as level of experience.