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 Senior Private Bank Relationship Manager in Irvine, CA. This role acts as the principal account and relationship manager for new and existing clients.

　　Essential Functions:

　　Acts as the principal account and relationship manager for new and existing clients.

　　Focuses on generating, managing and servicing a portfolio of clients.

　　Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.

　　Responsible for credit analysis and proper loan structuring.

　　Responsible for maintaining a high level of client satisfaction.

　　Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.

　　Calls on existing relationships to review portfolios and makes recommendations as needed.

　　Other duties as assigned.

　　Qualifications:

　　Requires a Bachelor's and 4+ years experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.

　　Must have series 7, 63 & 65

　　Extensive knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.

　　Ability to display sound judgment.

　　Strong sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.

　　Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.

　　Strong interpersonal and communication skills, both verbal and written.

　　Commitment to a high degree of service quality.

　　Advanced computer skills including word processing and spreadsheet software.

　　Benefits:

　　Local Leadership and support

　　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 $130,000 - $180,00 annually depending on job-related factors such as level of experience and location

　　Req ID: 063606

　　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.