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

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: 1814

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 Mesa 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.