Personal Banker III
About The Position
Montecito Bank & Trust is seeking a full-time Personal Banker III to join the team in our Oxnard Branch. As a Personal Banker III, you will deliver a World Class Experience by providing excellent customer service to all internal and external customers of the Bank, acting as the single point of contact for walk-in customers for fulfilling sales, service, and referrals. You will meet customer’s transaction requirements and educate customers about Montecito Bank & Trust’s products and services to match their needs. The Personal Banker III is primarily responsible for assisting clients on the platform, while maintaining all expectations of proper cash handling, new accounts production, and teller line work as needed. You will be located in Oxnard, CA with a fully on-site work schedule.
Requirements
- High school diploma or G.E.D. required
- Three to five years of previous Personal Banker experience required
- Ability to be registered as a Mortgage Loan Originator with the National Mortgage Licensing System and Registry, and maintain the registration as required
- Ability to pass a criminal background check administered by the Secretary of State to be commissioned as a Notary Public
- Strong sales, critical thinking, and customer service skills
- Adept at identifying and resolving customer issues and challenges
Nice To Haves
- some college preferred
- One to three years of previous experience selling lending products (mortgage, home equity, business loans/lines, etc.) preferred
Responsibilities
- Offer information on bank products and services that can benefit new and current customers, and enhance their banking relationship
- Handle a variety of platform duties including operating network software to maintain, service, and open accounts; discussing loan options and taking loan applications; and identifying referrals to other lines of business
- Assist in the acquisition of consumer and small business loan relationships; accept consumer and small business loan applications and close loans as directed by management
- Accurately and efficiently handle a variety of cash and negotiable transactions
- Successfully work as part of a team to ensure manager developed individual and branch goals are met
- Provide reserve capacity to the teller line and to the leadership team for transaction review and opening/closing duties
Benefits
- Workplace Culture that Values YOU
- Competitive Pay
- Medical, Dental, Vision, & Life Insurance
- 401K Matching/Retirement Planning
- Paid Vacation Time, Sick Time, Federal Holidays, & Volunteer Time
- Associate Bank Accounts
- Bank Gatherings, Events, & Associate Engagement Activities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
