Personal Banker II

Montecito Bank & Trust•Santa Barbara, CA

12d•$27 - $33•Onsite

About The Position

Montecito Bank & Trust is seeking a full-time Personal Banker II for its La Cumbre Branch in Santa Barbara, California. This fully onsite role delivers a high-quality customer experience to internal and external customers. The banker serves walk-in customers, handles cash, supports sales and referrals, and explains bank products and services in ways that match customer needs. The role is cross-trained to support platform activities, including opening and maintaining accounts, discussing loans, and referring customers to other lines of business.

Requirements

High school diploma or GED.
One to three years of personal banker experience or commensurate sales experience.
Six months of previous point-of-sale experience.
Ability to be registered as a Mortgage Loan Originator with the National Mortgage Licensing System and Registry.
Ability to pass a criminal background check administered by the Secretary of State to be commissioned as a Notary Public.
Customer-service orientation and desire to work with the public.
Strong sales skills and ability to handle large amounts of currency accurately.

Nice To Haves

Some college.

Responsibilities

Offer information about bank products and services that can benefit customers and strengthen banking relationships.
Handle a variety of cash and negotiable transactions accurately and efficiently.
Operate network computers, software, and other equipment needed to process financial transactions accurately.
Assist in acquiring consumer and small business loan relationships; accept loan applications and close loans as directed by management.
Resolve customer inquiries and issues professionally.
Work as part of the branch team to meet individual and branch goals.
Support platform activities as needed, including maintaining and opening accounts, discussing loans, and making referrals to other lines of business.