Personal Banker: Build Lasting Client Relationships

Monterey County Bank; Carmel-by-the-Sea (CA); On-site; USD 42,000 - 60,000; Full time

Job summary

Monterey County Bank in Carmel-by-the-Sea is seeking a Personal Banker to deliver high‑quality service while opening and managing client accounts. You will greet clients, verify documentation, process transactions, and help customers navigate banking products and services.

This role focuses on building lasting relationships, cross‑selling appropriate solutions, and maintaining compliance with BSA/AML standards.

Qualifications

• Open new personal and business accounts with required documentation and compliance checks.
• Assist clients in account maintenance and transaction processing.
• Identify client needs and recommend bank products and services.
• Adhere to BSA/AML regulations and branch policies.

Responsibilities

• Open new personal and business accounts with required documentation and ensuring compliance.
• Process CSR transactions including deposits, withdrawals, and transfers.
• Balance cash drawer at end of shift and ensure accurate records.
• Engage with clients to build trust and promote banking solutions.
• Collaborate with team to meet branch targets and provide excellent service.

Skills

Customer service

Communication

Cash handling

Sales & cross-selling

Compliance & AML awareness

Problem solving

Job description

Monterey County Bank in Carmel-by-the-Sea is seeking a Personal Banker to deliver high‑quality service while opening and managing client accounts. You will greet clients, verify documentation, process transactions, and help customers navigate banking products and services.

This role focuses on building lasting relationships, cross‑selling appropriate solutions, and maintaining compliance with BSA/AML standards.