Career Center

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 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! 

The ideal candidate will have the experience necessary to: 

• Perform outbound discovery and relationship management calls to new and existing customers to uncover, onboard and service a variety of banking solutions.  

• Responsible for acquiring, expanding, and managing customer relationships through consistent outreach.  

• Uncover and recommend suitable lending, deposit and other banking services as well as provide financial advice and counseling.  

• Responsible for expanding portfolio through sourcing of new relationships and expansion of existing customer base.  

• Assist customers with loan applications, account opening and onboarding of new solutions through virtual and digital channels.  

• Develop and implement strategies for expanding portfolio and maintaining a positive customer experience.  

• Analyze the risk potential and profitability within assigned portfolio to uncover additional growth opportunities.  

• Seek and obtain business referrals from customer portfolio, new prospects, and centers of influence.  

• Assists with inter-department projects and provides support to business unit personnel as needed.  

• Responsible to follow all operational, regulatory and compliance procedure and requirements.  

• Remain well versed in economic and financial condition relating to assigned customer base.  

• Interact with other departments and perform assigned duties. 

Qualifications: 

• Requires High School diploma or equivalent and 2+ years of experience in business banking, business and consumer lending, credit analysis or other directly related experience. 

• Must have strong interpersonal, oral, and written communication skills needed to create and maintain banking relationships. 

• Working knowledge of sales, banking products, business/consumer lending, credit analysis, customer service and portfolio management. 

• Ability to uncover and recommend deposit, lending and fee-income solutions in order to expand customer relationships and grow assigned portfolio. 

• Requires initiative and discipline, must be self-motivated with strong analytical and negotiation skills. 

• Ability to thrive under a broad application of principles, theories and concepts. 

• Working knowledge of a variety of computer software. 

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 $50,000 to $65,000 annually depending on job-related factors such as level of experience.

About Zions Bancorporation

Zions Bancorporation, N.A. is one of the nation's premier financial services companies with annual net revenue of $2.9 billion in 2021 and more than $90 billion of total assets. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The Bank is a consistent recipient of national and state-wide customer survey awards in small and middle-market banking, as well as a leader in public finance advisory services and Small Business Administration lending, ranking as the tenth largest provider in the U.S. of the SBA’s Paycheck Protection Program loans. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.

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