Personal Banker I

Montecito Bank & Trust•Santa Barbara, CA
•Onsite

About The Position

Montecito Bank & Trust is seeking a full-time Personal Banker I for its Downtown Santa Barbara Branch. The role delivers a World Class Experience through excellent service to internal and external customers. The Personal Banker I serves as a point of contact for walk-in customers, fulfilling sales, service, and referral needs. The position requires understanding customers’ transaction requirements and communicating available options effectively, with primary responsibility for a variety of over-the-counter cash and negotiable transactions. The work is fully onsite in Santa Barbara, California.

Requirements

  • High school diploma or equivalent.
  • At least 6 months of point-of-sale experience.
  • Customer-service orientation and desire to work with the public.
  • Strong sales skills.
  • Ability to accurately handle large amounts of currency.

Nice To Haves

  • Some college.
  • Previous teller experience.

Responsibilities

  • Maintain expectations for proper cash handling, new-account production and maintenance, and teller-line work.
  • Accurately operate network computers, software, and other equipment needed to open accounts and handle financial transactions.
  • Provide information about bank products and services that can benefit customers and enhance their banking relationships.
  • Respond to customer inquiries and requests regarding bank products.
  • Resolve customer inquiries and issues professionally.
  • Work as part of the branch team to meet individual and branch goals.

Benefits

  • Competitive pay.
  • Medical, dental, vision, and life insurance.
  • 401(k) matching and retirement planning.
  • Paid vacation, sick time, federal holidays, and volunteer time.
  • Associate bank accounts.
  • Bank gatherings, events, and associate engagement activities.
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