Personal Banker I

Montecito Bank & Trust; Santa Barbara (CA); On-site; USD 24,000 - 30,000; Full time

Benefits offered by this job

401K Matching/Retirement Planning

Bank Gatherings, Events, & Associate

Competitive Pay

Job summary

Montecito Bank & Trust in Downtown Santa Barbara is seeking a Personal Banker I to deliver a World Class Experience by assisting walk-in customers with sales, service, and referrals. The role requires a high school diploma or equivalent and at least 6 months of POS experience, plus strong customer service and currency handling skills.

This full-time, on-site position offers competitive pay, 401K matching, and active team events to support career growth.

Qualifications

• High school diploma or equivalent required; some college preferred.
• Minimum 6 months point of sale experience required.
• Customer service oriented with a desire to work with the public.
• Strong sales skills and ability to accurately handle large amounts of currency.

Responsibilities

• Maintains all expectations of proper cash handling, new accounts production and maintenance, and work on the teller line.
• Accurately operates network computers/software, and other equipment necessary, to open new accounts and handle financial transactions.
• Offers information on bank products and services that can benefit the customer and enhance their banking relationship.
• Responds to customer inquiries and requests regarding bank products.
• Provides professional resolution to customer inquiries and/or issues.
• Works as part of the branch team to ensure individual and branch goals are met.

Skills

POS experience

Customer service

Sales skills

Cash handling

Education

High school diploma or equivalent

Some college preferred

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Personal Banker I

02 - Downtown Santa Barbara Branch Regular Full-Time Santa Barbara, CA, US

3 days ago Requisition ID: 1812

Salary Range: $24.10 To $30.00 Annually

Join Montecito Bank & Trust as aPersonal Banker I!

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 I to join the team in our Downtown Santa Barbara Branch. As a Personal Banker I, you will deliver a World Class Experience by providing excellent customer service to all internal and external customers. You will be the point of contact for walk-in customers; fulfilling sales, service, and referral needs. The Personal Banker I will have a thorough understanding of the customer’s transaction requirements and be able to effectively communicate all available options to them. The position will primarily service our customer’s variety of over the counter cash and negotiable transactions. You will be located in Santa Barbara, CA with a fully on-site work schedule.

What We’re Looking For

• High school diploma or equivalent required; some college preferred
• Minimum 6 months point of sales experience required
• 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:

• Maintains all expectations of proper cash handling, new accounts production and maintenance, and work on the teller line
• Accurately operates network computers/software, and other equipment necessary, to open new accounts and handle financial transactions
• Offers information on bank products and services that can benefit the customer and enhance their banking relationship
• Responds to customer inquiries and requests regarding bank products
• Provides professional resolution to customer inquiries and/or issues
• Works as part of the branch team to ensure individual and branch goals are met
• Workplace Culture that Values YOU
• Competitive Pay
• 401K Matching/Retirement Planning
• 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.

Montecito Bank & Trust is an equal opportunity employer. Montecito Bank & Trust is committed to providing equal employment opportunity in our application process to all protected groups, including protected veterans and individuals with disabilities.

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.