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 seeking a talented Business Operations and Strategy Manager to join our team. This role can be based at one of our San Diego locations—either our Torrey Pines HQ or our Golden Triangle offices—or at our Irvine Corporate Center. This is an in-office position with some travel required across our California locations and others.

Essential Functions:

• Integrating sales, service, and alternative channel strategies, as well as enhancing the customer experience within our banking offices and branches.

• Interacts with bank management, business units and department managers to support effective delivery of bank products and services.

• Monitors processes essential to consumer and business lending to ensure effective mitigation of risk.

• Leads an interdisciplinary team of project professionals, along with selected line banking representatives, in the development of a set of recommendations and implementation plans.

• Submits recommendations built upon market potential analysis, financial performance analysis, human resource planning/skill development actions, facility redesign, channel management alternatives, and alignment of branch/office topology with target customer segments and market expectations.

• Other duties as assigned.

  Qualifications:

• Requires a bachelor’s in business administration, finance or related degree and 8+ years of experience in both line and staff positions.

• Exposure to a wide variety of business issues surrounding market potential assessment, financial performance improvement, personnel performance improvement, customer experience management, and goal achievement or other directly related experience. Requires leadership and management experience. A combination of education and experience may meet requirements.

• Expert knowledge of wide variety of business issues surrounding market potential assessment, financial and personnel performance improvement, and customer experience management.

• Must have extensive experience with leadership, management, coaching, interpersonal and communication skills, both verbal and written.

• Interacts with management and senior customer personnel on matters requiring coordination across organizational lines.

• Exceptional ability to identify, analyze and resolve issues.

• Ability to meet deadlines, schedules and budgeted costs.

• Expert negotiation and facilitation abilities.

• Excellent strategic planning, project and change management skills.

• Ability to adapt to changing environments and circumstances to properly complete assignments.

• Expert analytical, team building, and business conceptual skills surrounding efforts to integrating sales strategy, service strategy, alternative channel strategy, and the customer experience.

• Ability to manage single threaded and multi-disciplinary project teams for limited and bank-wide projects.

• Advanced experience in solution identification and assessment, creation of business and financial cases.

  Pay Range: $170,000 - $200,00 based on experience and other job-related factors.

  Benefits:

• Medical, Dental and Vision Insurance - START DAY ONE!

• Life and Disability Insurance, Paid Parental 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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire

• Employee Ambassador preferred banking products

Req ID: 065615

Equal Opportunity Employer

It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

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