Personal Banker I

Are you a talented professional who excels at personalized service, enjoys getting involved in your communities, and has a desire to work for an award-winning bank?

Montecito Bank & Trust is seeking a professional and customer service oriented full-time Personal Banker I to join our Goleta Branch. This position will primarily service our customers’ variety of over the counter cash and negotiable transactions. This is an exciting opportunity for someone who is eager to work directly with various business partners and develop customer relationships. The PBI will deliver valuable banking products and services to customers, client’s representatives, and bank associates, while providing a world class experience to all.

Minimum Requirements, Activities, & Responsibilities

Education & Experience: 

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

Essential Functions: 

• Primarily handles a variety of cash and negotiable transactions accurately and efficiently
• Maintains current knowledge of all retail bank products and services
• Offers information on bank products and services that can benefit the customer and enhance their relationship.
• Successfully execute manager developed sales plan
• Accurately operates network of computers/software and other equipment necessary to open new accounts, maintenance required for existing accounts, and 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
• Identifies and refers cross-sell opportunities as appropriate to customer requirements
• Responds to customer inquiries and requests regarding bank products
• Provides professional resolution to customer inquiries and/or problems
• Other duties & responsibilities as assigned

Skills & Capabilities:

• Customer service oriented
• Strong sales skills
• Excellent communication and listening skills
• Good judgment and decision making abilities
• Computer literate in a Windows based environment
• Ability to accurately handle large amounts of currency
• Desire to work with the public
• Successful completion of the Bank’s Customer Service Representative training
• Strong Math aptitude

Interested in applying? Visit our website at www.montecito.bank/careers 

• Review opening using the “Ways to Apply” tab on our Careers web page 
• Once you've selected desired position, click “Apply" on the top right-hand corner of the web page
• Create a personal log-in to apply

Equal Opportunity Employer/Disabled/Veteran

** The typical hiring range based on qualifications and pay equity is $22.53 - $27.15