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 Equipment Finance Account Executive to join our team to be responsible for the following:

·       Solicit and originate equipment leases and financing transactions.

·       Where applicable, negotiates terms and conditions, prices, structures, and quote transactions based on customer needs, market conditions, and bank requirements, determining whether the lease will be an acceptable risk; obtains and analyzes pertinent financial and credit data.

·       Arranges for and conducts titles searches and obtains necessary document.

·       Identify specific target markets which will yield quality prospects.

·       Ensures the preparation and processing of forms and legal documents required.

·       Follows current leases to ensure compliance with terms.

·       Provides customer service to customers and prospective customers seeking leases.

·       Other duties as assigned.

 

Qualifications:

·       Typically requires a Bachelors and 2+ years of directly related experience.

·       Full use and application of standard principles, theories, concepts, and techniques.

·       Working knowledge of leasing, lease pricing, negation skills, credit analysis and lease regulations.

·       Must have good customer service, communications, commercial credit and PR skills. PC skill required.

 

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 commission based and can range from $85,000-175,000 per year depending on performance.