Personal Banker II — Customer Experience & Loan Specialist

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

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