Personal Banker II

Automatic Data Processing, Inc.; Santa Barbara (CA); On-site; USD 26,000 - 33,000; Full time

Benefits offered by this job

Competitive Pay

401K Matching/Retirement Planning

Bank Gatherings, Events, & Associate E

Workplace culture that values YOU

Job summary

Montecito Bank & Trust is seeking a full-time Personal Banker II to join the La Cumbre Branch in Santa Barbara, CA. You will deliver a world-class experience, assist walk-in customers with cash handling, sales, and referrals, and educate clients on MBT products and services that fit their needs.

Cross-training supports platform duties, including opening accounts and discussing loans. You will be located in Santa Barbara with an on-site schedule, and play a key role in a culture that values

Qualifications

• High school diploma or GED required; some college preferred.
• 1–3 years of personal banker or commensurate sales experience; 6 months POS experience required.
• Ability to be registered as a Mortgage Loan Originator with NMLS.
• Ability to pass a criminal background check to be commissioned as Notary Public.
• Customer service oriented with a desire to work with the public.
• Strong sales skills and ability to handle large currency amounts.

Responsibilities

• Offers information on bank products/services to benefit the customer and banking relationships.
• Handles a variety of cash and negotiable transactions accurately and efficiently.
• Operates network computers/software and equipment to handle financial transactions.
• Assists in acquiring consumer and small business loan relationships and processes loan applications.
• Provides professional resolution to customer inquiries and issues.
• Works with the branch team to meet individual and branch goals.

Skills

Sales experience

POS experience

Customer service

Cash handling

Referral skills

Education

High school diploma / GED

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 II

3 days ago Requisition ID: 1813

Salary Range: $26.62 To $33.28 Annually

Join Montecito Bank & Trust as aPersonal 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 La Cumbre 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 Santa Barbara, 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
• 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.