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.
We are looking for a Premier Client Support Specialist in San Diego, CA . This role focuses on coordinating all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments.

QUALIFICATIONS:

Requires High School diploma or equivalent and some experience in private/executive banking, including regular client contact, or other directly related experience.
A college degree and 2 years related experience preferred.
Basic knowledge of bank products, procedures and customer service.
Ability to assist with working loan files and new relationships.
Must be knowledgeable in lending regulations.
Be familiar with common office software and applications.
Must have strong interpersonal, written, and verbal communication skills.
Must be able to work independently, prioritize projects, and follow through on deadlines.

Coordinates all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments.
Processes and closes both routine and complex residential and commercial loans.
Communicates and consults with existing and prospective customers on products and services offered to ensure needs are met.
Accepts loan applications for underwriting and documentation and closes loans.
Reviews and audits loan documentation for accuracy and completeness and follows up as necessary.
May perform cash handling and deposit functions.
Other duties as assigned.