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Relationship Banker - Cupertino

Expired Job

California Bank & Trust Cupertino , CA 95014

Posted 2 months ago

California Bank & Trust a division of ZB N.A., is hiring for Relationship Banker in Cupertino CA # 043274. A leader amongst banks in California with over $10 billion in assets and nearly 100 branch offices in the state, is currently seeking a Private Banking Relationship Manager to generate and manage the servicing of high net worth portfolios. California Bank & Trust prides itself on creating California's best banking relationships and to do this we must continue to build a team of intelligent contributors who can add value to our clients' businesses and build deep roots in the communities we serve.

This person will perform the following essential job duties:

  • Responsible for acquiring, analyzing and maintaining client relationships.

  • Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs.

  • Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms.

  • Solicits the sale of additional products and services to meet clients' needs.

  • Develops and implements marketing plans for expanding business.

  • Negotiates loan terms and conditions.

  • Remains well versed in industrial, economic and financial situations relating to assigned clients.

  • May be assigned specialized industry or market segments.

  • Other duties as assigned.

  • MUST HAVE Bachelor degree in business, finance or a related field and 6 years commercial lending, loan management and bank sales experience. A combination of education and experience may meet requirements.

  • MUST HAVE commercial loan management experience.

  • Extensive knowledge of bank products, credit, commercial lending and loan management techniques.

  • MUST HAVE strong ability to expand loans, client relationships and bank products.

  • Must have strong interpersonal, oral and written communication skills needed to create relationships with loan clients.

  • Strong analytical and negotiation skills.

  • Broad application of principles, theories, and concepts in applicable discipline.


  • Health / Dental / Vision benefits plan

  • 401 k plan with generous matching contribution

  • Competitive pay commensurate with experience annual bonus and quarterly commission plan based on performance

  • Promotional Opportunities & career growth

  • Stable Employer and a division of ZB, NA. Zions is included in the S&P 500 and NASDAQ Financial 100 indices.


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Relationship Banker - Cupertino

Expired Job

California Bank & Trust