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Are you a talented professional who excels at personalized service, enjoys getting involved in your communities and has a desire to work for an award-winning Best Bank?
Montecito Bank & Trust is seeking a full-time Personal Banker I to join our Ventura Branch. This position will primarily service our customers’ variety of over-the-counter cash and negotiable transactions. This is an exciting opportunity for someone who is eager to work directly with various business partners and develop customer relationships. The PBI will deliver valuable banking products and services to customers, client’s representatives, and bank associates, while providing a world class experience to all.
Minimum Requirements, Activities & Responsibilities
Education and Experience:
Essential Functions:
Skills and Capabilities:
Interested in applying? Visit our website at www.montecito.bank/careers
Review opening using the “Apply Now” tab on our Careers web page
Once you've selected desired position, click “Apply" on the top right-hand corner of the web page
Create a personal log-in to submit your expression of interest
A member of our Human Resources department will reach out to you to let you know whether or not you have been selected to move forward in the interview process
** The typical hiring range based on qualifications and pay equity is $22.53 - $27.15
Equal Opportunity Employer/Disabled/Veteran
*Employment eligibility is contingent on completing the DHS Employment Eligibility Verification (I-9) form and presenting acceptable documentation upon hire verifying your identity and right to work in the United States. Additionally, please know that the Bank does not sponsor associates for visas, green cards, CPT, OPT, or other work authorizations.
Full Time
Banking
$85k-119k (estimate)
07/03/2024
09/05/2024
montecito.com
SANTA BARBARA, CA
25 - 50
1975
Private
JANET A GARUFIS
<$5M
Banking
Montecito Bank provides various retail and commercial banking services.
The following is the career advancement route for Personal Banker I positions, which can be used as a reference in future career path planning. As a Personal Banker I, it can be promoted into senior positions as a Private Banker II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker I. You can explore the career advancement for a Personal Banker I below and select your interested title to get hiring information.
If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Banker job description and responsibilities
The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.
12/13/2021: Salt Lake City, UT
Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.
12/09/2021: Pocatello, ID
Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.
02/14/2022: Macon, GA
The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.
01/16/2022: Nassau, NY
At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.
02/14/2022: Saint Paul, MN
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Banker jobs
Personal bankers should focus on financial analysis and accounting.
12/08/2021: Lima, OH
Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.
01/03/2022: Appleton, WI
Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.
01/01/2022: Memphis, TN
Provides knowledge of financing, loans, and personal banking.
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A personal banker may refer his clients to other bank experts.
03/04/2022: Fayetteville, NC
Step 3: View the best colleges and universities for Personal Banker.