Deposit Relationship Manager - Irvine or Los Angeles, CA
Location: Irvine, California
Internal Number: 10280_059631
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.
California Bank and Trust is looking for a Deposit Relationship Manager to work in our Irvine, California office. This role provides a full range of Depository products and services to businesses with an emphasis on client relationship development, sales, and service.
The ideal candidate will have the skills and experience necessary to:
Provides a full range of Depository products and services to businesses with an emphasis on client relationship development, sales, and service.
Responsible for providing industry specific knowledge and experience in managing a portfolio of deposit 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 presents solutions to sell bank services.
Responsible for timely and adequate preparation of relationship reviews and recommendation to the appropriate bank partners.
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.
Other duties as assigned.
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.
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 $129,000 to $196,000.annually, depending on job-related factors such as level of experience and location
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.