Personal Banker II

Montecito Bank & Trust • Santa Barbara, CA

7d • 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 World Class Experience through excellent service to internal and external customers. The Personal Banker II serves walk-in customers, handles cash, supports sales and referrals, and educates clients about bank products and services suited to their needs. The role is also cross-trained to support the platform by maintaining and opening accounts, discussing loans, and referring customers to other lines of business.

Requirements

• High school diploma or GED required.
• One to three years of personal banker experience or commensurate sales experience required.
• Six months of previous point-of-sale experience required.
• 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 in order to be commissioned as a Notary Public.
• Customer-service orientation and desire to work with the public.
• Strong sales skills and ability to accurately handle large amounts of currency.

Nice To Haves

• Some college preferred.

Responsibilities

• Offer information about bank products and services that can benefit customers and enhance banking relationships, based on knowledge of the bank’s offerings and the customer’s needs.
• Handle a variety of cash and negotiable transactions accurately and efficiently.
• Accurately operate network computers, software, and other equipment needed to handle financial transactions.
• Assist in acquiring consumer and small business loan relationships; accept consumer and small business loan applications and close loans as directed by management.
• Professionally resolve customer inquiries and issues.
• Work as part of the branch team to help meet individual and branch goals.
• Assist walk-in customers with service, sales, cash handling, and referral needs.
• Support the platform as needed by maintaining and opening accounts, discussing loans, and making referrals to other lines of business.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED