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Personal Banker II

Montecito Bank & Trust•Santa Barbara, CA
•Onsite

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 banker serves walk-in customers with cash handling, sales, and referral needs, and educates clients about bank products and services that meet their needs. The position is cross-trained to support the platform as needed, including maintaining and opening accounts, discussing loans, and referring clients to other lines of business. The work schedule is fully on-site.

Requirements

  • High school diploma or G.E.D.
  • 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 the Secretary of State criminal background check 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.

Responsibilities

  • Offer information about bank products and services that can benefit customers and enhance banking relationships.
  • 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 loan applications and close loans as directed by management.
  • Professionally resolve 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 referrals; educate clients about products and services.
  • 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
  • Workplace culture that values associates

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