Client-Focused Banking Pro – Personal Banker II

Montecito Bank & Trust; Santa Barbara (CA); On-site; USD 27,000 - 33,000; Full time

Benefits offered by this job

401K Matching

Bank Gatherings, Events

Competitive Pay

Job summary

Montecito Bank & Trust is hiring a full-time Personal Banker II in Santa Barbara, CA. You will greet walk-in customers, handle cash, and refer relevant products and services to build relationships.

You will educate clients about MB&T offerings, assist with account openings, discuss loan products, and support cross-functional referrals. A strong emphasis on service, sales, and regulatory readiness is required.

Qualifications

• High school diploma or GED required; some college preferred.
• 1–3 years of personal banking or sales experience; POS experience.
• Mortgage Loan Originator registration eligibility and notary/public requirements.

Responsibilities

• Assist walk-in customers with cash handling and product referrals.
• Educate clients on Montecito Bank & Trust products to fit needs.
• Support opening/maintaining accounts and discuss loan options.
• Collaborate with team to achieve branch goals and service standards.

Skills

Customer service

Sales skills

Cash handling

Communication

Education

High school diploma or GED

Some college preferred

Job description

Montecito Bank & Trust is hiring a full-time Personal Banker II in Santa Barbara, CA. You will greet walk-in customers, handle cash, and refer relevant products and services to build relationships.

You will educate clients about MB&T offerings, assist with account openings, discuss loan products, and support cross-functional referrals. A strong emphasis on service, sales, and regulatory readiness is required.