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Banking Representative Jobs in California (NOW HIRING)

Westamerica Bank

Business Banking Officer

Sacramento, CA · On-site

$70K - $73K/yr

Represents the bank in various civic and community activities in an effort to enhance the Bank's image and attract new business. Communicates Bank policies, programs, procedures, and sales ...

Westamerica Bank

Business Banking Officer

Sacramento, CA · On-site

$70K - $73K/yr

Represents the bank in various civic and community activities in an effort to enhance the Bank's image and attract new business. Communicates Bank policies, programs, procedures, and sales ...

Westamerica Bank

Business Banking Officer

Vacaville, CA · On-site

$70K - $73K/yr

The physical demands described here are representative of those that must be met by an employee to ... EOE Westamerica Bank's Privacy Policy may be found at: www.westamerica.com/about/privacy

Westamerica Bank

Business Banking Manager

Bakersfield, CA · On-site

$70K - $71K/yr

Promotes sales of bank services and products. Financial Plan * Attend daily 8 am sales meeting ... The physical demands described here are representative of those that must be met by an employee to ...

Westamerica Bank

Business Banking Officer

Visalia, CA · On-site

$70K - $71K/yr

Promotes sales of bank services and products. Financial Plan * Attend daily 8 am sales meeting ... The physical demands described here are representative of those that must be met by an employee to ...

Westamerica Bank

Business Banking Officer

Vacaville, CA · On-site

$70K - $73K/yr

Adhere to the standards of the Bank's sales culture as outlined in the current Sales Culture ... The physical demands described here are representative of those that must be met by an employee to ...

Westamerica Bank

Business Banking Officer

Sonoma, CA · On-site

$76K - $81K/yr

Promotes sales of bank services and products. Financial Plan * Attend daily 8 am sales meeting ... The physical demands described here are representative of those that must be met by an employee to ...

WESTAMERICA BANK

Business Banking Officer

Sonoma, CA · On-site

$76K - $81K/yr

Promotes sales of bank services and products. Financial Plan * Attend daily 8 am sales meeting ... The physical demands described here are representative of those that must be met by an employee to ...

Westamerica Bank

Business Banking Officer

Turlock, CA · On-site

$70K - $71K/yr

Promotes sales of bank services and products. Financial Plan * Attend daily 8 am sales meeting ... The physical demands described here are representative of those that must be met by an employee to ...

Westamerica Bank

Business Banking Officer

Lakeport, CA · On-site

$70K - $71K/yr

Promotes sales of bank services and products. Financial Plan * Attend daily 8 am sales meeting ... The physical demands described here are representative of those that must be met by an employee to ...

Westamerica Bank

Business Banking Officer

Bakersfield, CA · On-site

$70K - $71K/yr

Adhere to the standards of the Bank's sales culture as outlined in the current Sales Culture ... The physical demands described here are representative of those that must be met by an employee to ...

WESTAMERICA BANK

Business Banking Manager

Bakersfield, CA · On-site

$70K - $71K/yr

Promotes sales of bank services and products. Financial Plan * Attend daily 8 am sales meeting ... The physical demands described here are representative of those that must be met by an employee to ...

Westamerica Bank

Business Banking Officer

Napa, CA · On-site

$70K - $73K/yr

Adhere to the standards of the Bank's sales culture as outlined in the current Sales Culture ... The physical demands described here are representative of those that must be met by an employee to ...

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Banking Representative information

See California salary details

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$25

How much do banking representative jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for banking representative in California is $17.77, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $19.71 per hour, depending on experience, location, and employer.

What is a banking representative?

A banking representative works for a bank and provides customer service to clients. Their primary responsibilities include handling bank transfers, assisting with online accounts, completing transactions, accepting deposits, and answering banking or financial related questions. A banking representative may assist clients going through identity theft or fraud by reviewing account charges. They also provide information on bank products and services, including money market accounts, loans, credit cards, and savings accounts. A banking representative works online, via telephone, and face-to-face with clients.

What are the key skills and qualifications needed to thrive as a banking representative?

To thrive as a Banking Representative, you need a solid understanding of financial products, customer service excellence, and typically a high school diploma or associate degree in business or finance. Familiarity with banking software, CRM systems, and cash handling procedures is crucial. Strong interpersonal skills, attention to detail, and problem-solving abilities help you connect with clients and resolve their needs effectively. These skills ensure accurate transactions, satisfied customers, and compliance with banking regulations.

How does a banking representative typically collaborate with other departments within a bank?

Banking Representatives often serve as the first point of contact for customers and work closely with various internal teams, such as loan officers, compliance, and back-office operations. They frequently coordinate with these departments to resolve customer inquiries, process transactions, and ensure adherence to regulatory standards. This collaboration helps streamline customer service and allows representatives to provide accurate information and solutions. Building strong relationships with colleagues across departments is crucial for efficiently addressing complex customer needs and contributing to a positive banking experience.

What is the difference between Banking Representative vs Customer Service Representative?

AspectBanking RepresentativeCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer banking certificationsHigh school diploma or equivalent; customer service experience preferred
Work EnvironmentBank branches, financial institutionsCall centers, retail stores, corporate offices
Employer & IndustryFinancial institutions, banksVarious industries including retail, telecom, and banking
Common Search & ComparisonYesNo

Banking Representatives primarily work within banks, handling customer transactions and account inquiries, often requiring banking-specific knowledge. Customer Service Representatives work across multiple industries, providing general customer support. While both roles involve assisting customers, Banking Representatives focus on banking products and services, making them more specialized within the financial sector.

What does a banking representative do?

A banking representative assists customers with account services, transactions, and inquiries at a bank or financial institution. They may also promote banking products, handle cash, and ensure compliance with banking regulations, often requiring good communication skills and knowledge of banking software. The role typically involves working in a branch environment and may require relevant certifications or training.

What is the lowest position in a bank?

The lowest position in a bank is typically a bank teller or cashier, responsible for handling customer transactions and basic banking services. Entry-level roles often require minimal experience and may involve on-the-job training, with opportunities for advancement to higher positions such as customer service representatives or loan officers.
More about Banking Representative jobs

What cities in California are hiring for Banking Representative jobs?

Cities in California with the most Banking Representative job openings:

What are popular job titles related to Banking Representative jobs in CA?

For Banking Representative jobs in CA, the most frequently searched job titles are:

Banking Representative jobs near you
Infographic showing various Banking Representative job openings in California as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 65% Physical, 1% Hybrid, and 34% Remote job distribution, with an average salary of $36,961 per year, or $17.8 per hour.

Banking Representative- San Diego, CA

Zionsbank Corp

San Diego, CA

$69K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Job description

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 a Banking Representative in San Diego, CA, to manage relationships with existing and new clients to ensure their business needs are being met. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!


Essential Functions:

  • Perform outbound sales and service calls to prospective and existing bank clients to generate and service a wide variety of loans.
  • Manages relationships with existing and new clients through regular phone calls to ensure business needs are being met.
  • Aggressively seeks and obtains quality new business through client and prospect referrals.
  • Responsible for expanding client base by sourcing new relationships and making recommendations for bank products and services to new and existing relationships.
  • May assist clients with product offerings, selection, loan application processes and opening accounts via phone.
  • Responsible for following all operational procedures and adhering to all regulatory and compliance requirements.
  • Provides support to business unit personnel as needed.
  • Assists with department projects and tasks as needed.
  • Other duties as assigned.

Qualifications:

  • Requires High School diploma or equivalent and 1 years of experience in inside sales, branch and business banking, credit lending and analysis or other directly related experience. A combination of education and experience may meet job requirements.
  • Working knowledge of sales, lending, credit analysis, customer service, retention skills and banking products and services.
  • Ability to expand loans, client relationships and make recommendations for bank products.
  • Familiarity of the sales, loan processing and closing processes.
  • Ability to structure loans and monitor credit performance.
  • Must have good customer service, problem resolution and communication skills, both verbal and written.
  • Ability to use a variety of computer software.
  • Other duties as assigned.

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

This position is eligible to earn a base salary in the range of $69,000 - $85,000 annually depending on job-related factors such as level of experience.

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