Client Relations and Acquisition Supervisor
: Job Details :

Client Relations and Acquisition SupervisorAssociates 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 Client Relations and Acquisition Supervisor to join us in San Diego, CA.Essential Functions:

Responsible for exceptions, signature cards, risk management, coaching, hiring, discipline, etc. Supervises staff and coaches for the correct behaviors.

Audits and manages the quality of all sales and operations.

Complete reports and analyze data and trends as needed.

Develops sales and operational incentives and campaigns to increase the performance of the team.

Oversees the operations of the department to ensure compliance with applicable laws and regulations.

Assist in the development of operational goals and benchmarks.

Responsible for planning, implementing, and developing promotional and marketing initiatives as well as expanding the company's sales culture.

Trains, coaches, motivates, and provides guidance to staff.

Conducts staff sales meetings and educates staff on new and existing bank products and programs.

Makes recommendations on hiring, firing, reviewing, and counseling staff.

Responds to customer complaints and questions as needed.

Other duties as assigned.Qualifications:

Requires a Bachelors in Business, Finance or a related field and 2+ years in banking/finance, customer service, sales and banking products or other directly related experience.

Supervisory or leadership experience required.

A combination of education and experience may meet requirements.

Knowledge of the banking industry including regulations and risk management.

Advanced knowledge and demonstrated skills and abilities in sales and service techniques.

Ability to handle all customer needs and turn negative customer experiences into positive.

Ability to resolve all customer and employee needs, questions, concerns, and issues.

Ability to hire, discipline, train, mentor, coach, and inspire all employees.

Excellent customer service and problem resolution skills.

Ability to make sound decisions, build relationships and work with a variety of clients.

Strong communication skills, both written and verbal.

Ability to coach and mentor retail staff.

Ability to think strategically and network with other departments.

Other duties as assigned.Compensation and Benefits:

Mileage and travel time pay.

Eligible for sales bonuses, monthly incentives, and annual discretionary bonus.

Medical, Dental and Vision Insurance - START DAY ONE!

Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance.

Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts.

Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays.

401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.

Mental health benefits, including coaching and therapy sessions.

Tuition Reimbursement for qualifying employees.

Employee Ambassador preferred banking products.This position is eligible to earn a base salary in the range of $75,000 - $90,000 annually depending on job-related factors such as level of experience.This position will be open until filled.All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate's criminal history and that criminal history would need to align with the FDIC Section 19 regulations.Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.It is the Company's 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 ...@zionsbancorp.com or 801/844-7618. 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 applicable Federal, State and/or local employment law posters.Create and manage profiles for future opportunities.California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC #J-18808-Ljbffr