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 an Associate Power Finance Director in El Segundo, CA.  

 

 

Essential Functions: 

Responsible to leverage professional network to originate new business opportunities to achieve assigned production targets land to help other members of the team achieve their own production targets.  

Responsible for customer relationship management, assists with the management of other key external constituents (law firms, key vendors, etc.)  

Leads discussions with clients and other internal and external counterparts (credit committee, Loan Syndications, legal counsel, due diligence consultants, competitors, etc.) to obtain and execute syndicated and highly-structured financings.  

Independently attends client meetings, conferences, site visits and other industry events.  

Establishes and maintains a high-level of credibility with key internal constituents, including senior management, credit risk, internal auditors and other risk management functions.  

Negotiates nuanced transaction points directly with clients and presents complicated structures to clients (external), regulators (external) and key risk management and credit approval functions (internal).  

Ensures compliance with all related legal requirements and banking regulations and that all new transactions and portfolios remain within risk tolerances set by the board of directors.  

Occasional public speaking may be required (industry panels, bank meetings, etc.). Leads execution deal teams (or multiple deal teams as needed).  

Assists as needed with portfolio management activities.  

Leads the training and development of team members.  

Reviews work product of team members to ensure materials produced by the deal team are error-free and preserve a high level of analytical integrity.  

Ensures established business development goals are met.  

Has authority concerning staffing, performance evaluations, promotions, salary recommendations and terminations.  

Responsible for monitoring and management of portfolio credit quality.  

Significant travel required.  

Other duties as assigned. 

 

 

Qualifications:  

Requires a Bachelor's degree in business, finance or a related field and 8+ years of commercial lending, investment banking, project finance advisory, or relevant buy-side experience including 4+ years in leading deal teams in project finance, credit analysis, credit structuring or other directly related experience.  

Some supervisory/lead experience required.   

A combination of education and experience may meet requirements. 

Requires considerable working knowledge of complex credit structures, relevant capital markets, credit analysis, administration policies, procedures and techniques.  

Advanced analytical and reasoning skills.  

Ability to work effectively with all levels of staff.  

Advanced knowledge in the assigned lending specialty or market segment.  

Strong evaluation, problem resolution and communication skills, both written and verbal.  

Demonstrated management skills.  

Extensive professional network of relevant industry contacts.  

Familiarity and experience providing and/or cross-selling relevant bank products (interest rate derivatives, loan syndications, etc.).  

Strong interpersonal and communication skills, both verbal and written.  

Strong decision making, problem resolution and strong analytical skills. 

 

 

Benefits: 

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 $140,000 - $200,000 annually depending on job-related factors such as level of experience.