Relationship Banker II

 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.


 Requires a Bachelors degree in business, finance or a related field and 4+ years commercial lending, credit associated lending and bank sales experience. A combination of education and experience may meet requirements. Working knowledge of bank products, credit and commercial lending techniques and procedures. Ability to expand loans, client relationships and bank products. Must have solid interpersonal, oral and written communication skills needed to create relationships with loan clients. Solid analytical and negotiation skills. Full use and application of standard lending principles, theories, concepts, and techniques. 

This position requires Federal Registration with the National Mortgage Licensing System (NMLS), in accordance with the SAFE Act. 
California Bank & Trust 

Work Locations

 California-Diamond Bar-LA – Diamond Bar

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