What are the responsibilities and job description for the Personal Banker II position at Montecito Bank & Trust?
Join Montecito Bank & Trust as a Personal Banker II!
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 Personal Banker II to join the team in our Montecito Branch. As a Personal Banker II, you will deliver a World Class Experience by providing excellent customer service to all internal and external customers. You will be a point of contact for walk-in customers, assisting with cash handling, sales, and referral needs. The Personal Banker II will educate clients about MB&T’s products and services matching the customer needs. You will also be cross trained to support the platform as needed with maintaining and opening accounts, discussing loans, and making referrals to other lines of business. You will be located in Montecito, CA with a fully on-site work schedule.
What We’re Looking For
- High school diploma or G.E.D. required; some college preferred
- One to three years of personal banker experience or commensurate sales experience, and six months previous point of sales experience required
- The ability to be registered as a Mortgage Loan Originator with the National Mortgage Licensing System and Registry
- The ability to pass a criminal background check administered by the Secretary of State in order to be commissioned as a Notary Public
- Customer service oriented with a desire to work with the public
- Strong sales skills and ability to accurately handle large amounts of currency
Your Responsibilities
The essential functions of this role include, but are not limited to:
- With a good understanding of the bank products/services and the customer, offers information on bank products and services that can benefit the customer and enhance the banking relationship
- Handles a variety of cash and negotiable transactions accurately and efficiently
- Accurately operates network computers/software, and other equipment necessary, to handle financial transactions
- Assists in the acquisition of consumer and small business loan relationships; accepts consumer and small business loan applications and closes loans as directed by management
- Provides professional resolution to customer inquiries and/or issues
- Works as part of the branch team to ensure individual and branch goals are met
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.
