Welcome to the new TEAMReferralNetwork.com Your old username and password will not work. If you have not received an invitation, you will soon.
866.311.TEAM (8326)
Heather Smidt
Business Name:
California Bank & Trust
Business Description:
We champion the people and businesses building California
For nearly 70 years, California Bank & Trust has been helping California families and businesses grow and prosper. Today we’re one of California’s most admired banks, offering guidance, collaboration and customized options simply not found at other banks.
How Business Creates Value:
Our Vision
Creating California's Best Banking Relationships
Since 1952, we’ve been helping Californians and their businesses thrive, even as their needs continue to evolve. Today we’re among California’s leading banks, with more than $14 billion in loans, $15 billion in deposits and more than 85 branch and office locations throughout the state. Whether your banking needs are business-related or personal, we are here for you.
We fulfill our vision by delivering on customized solutions from our team of highly knowledgeable bankers, along with our complete array of business services. Whether it’s a simple checking account, tailored loan or full-service private banking, you can count on CB&T.
How Member Creates Value:
With over 20 years of experience in banking and lending, I can tailor products and services that meet every client's individual needs through asking questions and uncovering needs
Our Mission
We champion the people and businesses building California, through our team of knowledgeable bankers and custom financial solutions
We take this mission seriously. What does it mean to champion California? Our state is an exceptional place, with the fifth largest economy in the world, and small businesses employing nearly 50 percent of the state’s dynamic workforce. Everyone knows that this is where innovation and growth happen. CB&T is here to help that growth continue.
Our Values
Our shared commitment to these core values shapes every colleague's attitudes, response, and daily actions.
* Building Lasting Relationships
* Strengthening our Communities
* Thrive as a Diverse Team
* Act as Owners
These values are about the genuine care we have for our clients, associates, shareholders and communities. They speak to how we listen and respond to local needs; cultivate an open and inclusive work environment; and lead with integrity.
Skills
- Consumer and Small Business Banking
- Consumer and Small Business Lending
Credentials
- TEAM Member since 2025
Experience
- 20 years experience in banking