Personal Banker II
About The Position
Montecito Bank & Trust is seeking a full-time Personal Banker II for its Mesa Branch in Santa Barbara, California. The role delivers a World Class Experience through excellent service to internal and external customers. The Personal Banker II serves walk-in customers and assists with cash handling, sales, and referrals. They educate clients about bank products and services, matching offerings to customer needs, and are cross-trained to support the platform by maintaining and opening accounts, discussing loans, and referring customers to other lines of business. The position is fully onsite. Montecito Bank & Trust describes itself as the largest locally owned community bank on the Central Coast and is committed to making the communities it serves better places to live and work. The bank emphasizes personalized service, community involvement, innovation, career development, and employee wellbeing.
Requirements
- High school diploma or G.E.D. required; some college preferred.
- 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 a 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, using an understanding of the products, services, and customer needs.
- Handle a variety of cash and negotiable transactions accurately and efficiently.
- Accurately operate network computers, software, and other equipment necessary 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.
- Provide professional resolution to customer inquiries and issues.
- Work as part of the branch team to meet individual and branch goals.
- Assist walk-in customers with cash handling, sales, and referral needs.
- Support the platform as needed, including 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.
- Workplace culture that values employees.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
