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 Best Bank?

Montecito Bank & Trust is seeking a full-time Personal Banker II to join the Westlake Village branch. The Personal Banker II will deliver a World Class Experience by providing excellent customer service to all internal and external customers of the Bank, acting as the single point of contact for walk-in customers; fulfilling sales, service and referral needs. This position requires sales and operational responsibilities. The PB II will have a thorough understanding of the customer’s transaction requirements and be able to effectively communicate all available options to them. They will educate customers about Montecito Bank & Trust’s products and services matching the customer needs. They will maintain all expectations of proper cash handling, new accounts production and maintenance and will work on the teller line and on the sales platform as assigned.

Minimum Requirements, Activities & Responsibilities

Education and Experience:

• High school diploma or G.E.D. required; some college preferred.
• Must have at minimum one year personal banker experience or commensurate sales experience & six months previous point of sales experience, previous teller experience preferred.
• The ability to be registered as a Mortgage Loan Originator (MLO) with the National Mortgage Licensing System and Registry (NMLSR), under the Secure and Fair Enforcement for Mortgage Licensing Act (SAFE ACT), and maintain the registration as required.
• The ability to pass a criminal background check administered by the Secretary of State in order to be commissioned as a Notary Public.

Essential Functions:

• With a good understanding of the bank products/services and the customer’s current relationship, offers information on bank products and services that can benefit the customer and enhance their banking relationship.
• Successfully executes manager developed sales plan.
• Accurately operates network 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.
• Handles a variety of cash and negotiable transactions accurately and efficiently.
• Responds to customer inquiries and requests regarding bank products.
• Provides professional resolution to customer inquiries and/or problems.
• Provides a World Class Experience for all clients.
• Other duties as assigned.

Skills and Capabilities:

• Must be flexible and willing to work in an interactive and dynamic team environment
• Strong critical thinking, decision-making, and customer service skills
• Strong knowledge of standard computer applications including MS Word, Excel, and Outlook
• Strong oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees
• Strong organizational, problem-solving, and time management skills
• Ability to lead by example in a team setting and work independently while performing duties
• Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities
• Must be able to perform this position safely, without endangering the health or safety to himself or herself or others
• Must be capable of regular, reliable and timely attendance
• Must be able to work effectively either independently or as part of a team
• Must be able to effectively handle multiple, simultaneous, and changing priorities
• Must be able to demonstrate highest levels of customer service and confidentiality with internal and external customers

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

• Review opening using the “Apply Now” 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 submit your expression of interest
• A member of our Human Resources department will reach out to you to let you know whether or not you have been selected to move forward in the interview process

Equal Opportunity Employer/Disabled/Veterans