What are the responsibilities and job description for the Concierge Banker position at Montecito Bank & Trust?
Join Montecito Bank & Trust as a Concierge Banker!
As the largest locally owned community Bank on the Central Coast, Montecito Bank & Trust is committed to our founding principle: to make the communities we serve better places to live and work. We are always looking for talented professionals who are passionate about personalized service, community involvement, and innovation. By joining our team, we are dedicated to your career development and wellbeing, in and out of the workplace.
About the Role
Montecito Bank & Trust is seeking a full-time Concierge Banker to join the team in our Community Banking department. As a Concierge Banker, you will deliver a World Class Experience by providing exceptional financial services to our valued clients. You will manage high-net-worth individuals' financial portfolios, offering personalized banking solutions, and ensuring the highest level of customer satisfaction. You will be located in Montecito, CA with a fully on-site work schedule, and travel throughout the Bank’s footprint when necessary.
What We’re Looking For
- Bachelor's degree in Finance, Business Administration, or related field preferred, or equivalent work experience.
- Minimum five to eight years’ experience in banking sales management, extraordinary client service, and client/prospect calling required.
- Proficiency in financial software, loan processing, loan origination, basic math, and financial services.
- Excellent communication skills with the ability to build rapport with clients.
- Professional demeanor with a focus on integrity, accountability, and confidentiality.
Your Responsibilities
The essential functions of this role include, but are not limited to:
- Establishes an entrusted banker-client relationship, coordinating assigned client financial needs through a proactive and disciplined approach that reaches across multiple lines of business and service/support teams.
- Utilizes financial software to analyze client portfolios and recommend appropriate financial products.
- Administers Services, LB, Credit Card Portal Access, Notarizations, Wires, Cashier Checks, Payment assistance, Account reconciliations, Travel Notifications and other client needs.
- Identifies opportunities from existing clients to be their sole provider and develop new relationships externally through referrals, personal community involvement, and internal partners.
- Informs and makes introduction to appropriate Lending, Investment, and Business Banking teams.
- Proactively communicates with clients about current conditions in the financial markets and necessary adjustments to their investment strategies and holdings consistent with CNB perspectives.
Your 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
Individual pay is based on a multitude of factors, including candidate’s experience, knowledge, skills, and abilities needed to perform in the position and pay equity.
Equal Employment Opportunity
Montecito Bank & Trust is an equal opportunity employer. All qualified applicants will be considered for employment regardless of race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, veteran or disability status, or any other protected characteristic.
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. The Bank does not sponsor visas, green cards, CPT, OPT, or other work authorizations.
Interested in Applying?
- Apply through Indeed or visit our website Montecito Bank Careers
- Review the openings using the “Explore Opportunities” tab.
- Select “Apply Now” to review the desired position and click “Apply” to submit your application.
- Create a personal log-in to apply.
