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Branch Relationship Banker - San Diego (Carmel Valley)

Corporate Job Titles
California Bank & Trust
051838 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 Branch Relationship Banker to provide top notch customer service to our clients and customers at our Carmel Valley branch.  

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. 

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!


  • Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource
  • Responsible for making appropriate referrals for other bank products and services, including commercial lending products
  • Follows up with clients as needed
  • May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans
  • Responsible to resolve customer service issues
  • Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer
  • Believes in networking internally and externally
  • May be responsible for processing cash transactions and other customer service duties within the branch
  • Other duties as assigned


  • High school diploma or equivalent
  • 1+ years experience as a universal banker/personal banker or similar retail banking role
  • 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 and relationship building skills
  • Strong attention to detail and time management
  • Proficient in basic computer skills


  • Medical/dental/vision plan 
  • Paid time off including holidays, vacation, and sick
  • Profit sharing and 401k plan with generous employer match
  • Competitive pay commensurate with experience and qualifications
  • Stable employer with career advancement opportunities

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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Zions Bancorporation d/b/a California Bank & Trust