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Retail Banking Branch Manager
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California Bank & Trust
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055186 Requisition #

California Bank and Trust, a leader amongst banks in California, with over $10 billion in assets and nearly 100 branch offices in the state, is looking for a Senior Deposit Relationship Manager.

At California Bank & Trust our relationship-centered culture is achieved by providing our associates with the tools, training, and opportunities to build the best possible relationships with our customers, and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all associates to grow and thrive. 

 

California Bank & Trust is currently searching for a Relationship Manager to join our Specialty Deposits Team. In this role you will provide a full range of Depository products and services to businesses: companies with a niche focus in Property Management with Commercial, Industrial, Apartment, and Residential portfolios; Non-Profit Entities involved in the property management of Affordable and Low Incoming housing, etc. The emphasis is on client relationship development, sales, and service. Cross-sell a full range of business services, such as trust, treasury management, etc. to potential and existing customers. Provide banking solutions using industry specific knowledge of all products and business partners. Cultivate new business and referral sources by identifying and building rapport with potential customers.

 

What you will do:

  • Responsible for providing industry specific knowledge and experience in managing a portfolio of Specialty Deposits business clients, bringing in new relationships, and expanding current / existing portfolio. Risk management is a significant part of the depository portfolio management.
  • Develops prospects from self-sourced leads and may include existing customers, referral leads, bank partners and other sources.
  • Manages the portfolio from a balanced perspective on sales, efficiency, risk, and profitability.
  • Contacts prospective customers to present information on banking services such as deposit accounts, lending, treasury management and wealth services.
  • Determines prospects/customers' financial needs, and present solutions to sell bank services. Is responsible for timely and adequate preparation of relationship reviews and recommendation to the appropriate bank partners.
  • Frequent contact with customer to ascertain additional depository and financial needs, to ensure service satisfaction and to obtain referrals.
  • Prospects and acquires new business and consumer clients in accordance with bank’s profit objectives.
  • Performs such functions as outbound prospecting calls, conducting prospect/customer interviews, facilitating depository accounts, credit requests, and referring prospects to other business units and cross-selling other bank services.
  • Engages in a positive team sales approach, collaborating with bank partners delivering products and services.
  • Evaluates customer’s needs, assesses customer’s eligibility and suitability for certain products and negotiates acceptable product solutions utilizing product specialists as needed.
  • Active involvement in local civic and nonprofit organizations to promote goodwill, bank’s commitment to the communities it serves and to support bank’s CRA objectives.
  • Contacts customers and businesses, community, and civic organizations to promote goodwill and generate new business.
  • Attends sales and trade association meetings to develop new business prospects and support existing client relationships.
  • Builds and manages a portfolio of Specialty Deposits business banking customers.
  • Position supports efforts of Specialty Deposits opportunity sourced by various banking offices.
  • Performs all other job duties as assigned by supervisor.

 

Qualifications:

 

  • Requires a Bachelor's and 6+ years experience with finance, banking, including bank products and deposit or other directly related experience. A combination of education and experience may meet requirements.
  • Advanced knowledge of financial products, banking regulations, risk and deposit associated financial strategy and customer development.
  • Strong customer service and problem solving skills and demonstrated ability to work with customers in a consultative manner.
  • Excellent verbal and written communication skills and strong presentation skills.

 

To review our Benefits Summary click here.

 

Zions Bancorporation and its affiliates and divisions (“Zions”) is an equal opportunity employer which prohibits all forms of discrimination and harassment. Zions is committed to the principle of equal employment opportunity for all employees and employment candidates and to providing a work environment free of discrimination and harassment. All employment decisions at Zions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, ethnicity, sex, sexual orientation, gender identification, age, national origin, pregnancy, veteran status, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Zions will not tolerate discrimination or harassment based on any of these characteristics. Zions encourages applicants of all ages.

 

It is Zions’ policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

 

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.  You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7628.  Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

 

Click here to view our EEO Statement.

 

Click here to view applicable Federal, State and/or local employment law posters.

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