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Business Banking Team Lead - Oakland, CA

Company: California Bank & Trust
Location: Oakland
Posted on: June 6, 2021

Job Description:

California Bank and Trust, a leader amongst banks in California, with over $10 billion in assets and nearly 100 branch offices in the state, is looking for a Business Banking Team Lead to work in our Oakland Office

At California Bank and Trust our relationship-centered culture is achieved by providing our associates with the tools, training and opportunities to build the best possible relationships with our customers, and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all associates to grow and thrive. 

Job Responsibilities: 

  • Supervises a team of business bankers/relationship managers on a portfolio of business banking accounts.
  • Provides subordinate officers with functional guidance.
  • Responsible for generating and servicing a wide variety of business loans and portfolios.
  • Aggressively seeks and obtains quality new business through client and prospect calls, referrals and cross selling efforts.
  • Interviews applicants for perspective loans, loan structuring, credit analysis and monitoring credit performance.
  • Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction.
  • May have authority concerning staffing, performance evaluations, promotions, salary recommendation and terminations.
  • Other duties as assigned.


  • Requires a bachelor's degree finance, banking or a related field and 10+ years business banking, credit and/or banking or other directly related experience. An equivalent combination of education and experience may meet qualification.
  • Expert knowledge of credit associated lending, financial strategy and customer development. Working knowledge of business and commercial loans.
  • Excellent client relationship and communication skills, both verbal and written.
  • Expert analytical skills needed for loan approvals and underwriting.
  • Excellent negotiation and problem resolution skills.
  • Expert knowledge of loan sales and closing processes.
  • Ability to interview applicants and determine creditability.
  • Excellent character judgment, loan structuring, credit analysis and credit monitoring skills.
  • Strong leadership and supervisory/management skills.
  • Working knowledge of a software applications, including word processing and spreadsheets.


  • Medical/dental/vision plan 
  • Paid time off including holidays, vacation, and sick
  • Profit sharing and 401k plan with generous employer match
  • Competitive pay commensurate with experience and qualifications
  • Stable employer with career advancement opportunities

Keywords: California Bank & Trust, Oakland , Business Banking Team Lead - Oakland, CA, Other , Oakland, California

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