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Deposit Relationship Manager - Irvine, CA

Company: California Bank & Trust
Location: Irvine
Posted on: November 22, 2022

Job Description:

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 Insurance & Vacation & Profit Sharing - START DAY ONE!

* 401(k) plan, competitive compensation in line with work experience.

* Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements

* Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within

* Tuition Reimbursement for qualifying employees

* Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.

Keywords: California Bank & Trust, Irvine , Deposit Relationship Manager - Irvine, CA, Executive , Irvine, California

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