MClub Coordinator at Montecito Bank & Trust

Montecito, California, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Aug, 26

Salary

34.5

Posted On

30 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Event Planning, Travel Planning, Office Administration, Bookkeeping, Calendar Coordination, Customer Service, QuickBooks, Data Integrity, Relationship Management, Front Desk Operations, CPR Certification, First Aid Certification

Industry

Banking

Description

Join Montecito Bank & Trust as an MClub Coordinator! 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 MClub Coordinator to join the team in our MClub department. As an MClub Coordinator, you will deliver a World Class Experience to members of the MClub member-based bank loyalty program. This position provides administrative and office assistance to the Director of MClub to support the achievement of bank objectives in the areas of exceptional customer service, client profitability, acquisition, expansion and retention through the offering of a travel and social enrichment program for clients who maintain minimum required deposits to join. Additionally, the MClub coordinator supports the Wealth Management team with general office administrative and front desk tasks. You will be located in Montecito, CA with a fully on-site work schedule. What We’re Looking For * High school diploma or equivalent required, bachelor’s degree preferred. * 1-3 years of experience in event planning, travel planning, or combined event/travel coordination required. * 1-3 years of office administration experience required. * 1-3 years basic bookkeeping experience highly desired. * Travel and calendar coordination highly desired. * Previous experience working or engagement with non-profit organizations desired. * Ability to obtain CPR & First Aid Certifications required. Your Responsibilities The essential functions of this role include, but are not limited to: * Provide Maintain a proactive approach, exceptional client service, and improve client retention. * Perform accounting for all social events and tours as required using QuickBooks. * Assist Director of MClub with planning, payment coordination of tours and educational programs and lunch and learn program. * Maintain data integrity of variety of spreadsheets of attendees to various events and tours offered. * Develop professional relationships with all lines of businesses throughout the bank to build productive partnerships that produce referrals to MClub and Wealth Management * Serve as front desk associate in the Wealth Management office meeting and greeting clients. * Maintain office and kitchen area, ordering general supplies as needed. * Support the members of the WM team with presentation materials for client meetings. * Responsible for weekly mail pick up. * Administration duties, including maintaining conference rooms and calendar scheduling. Your Benefits * Workplace Culture that Values YOU * Competitive Pay * Medical, Dental, Vision, & Life Insurance * 401K Matching/Retirement Planning * Paid Vacation Time, Sick Time, Federal Holidays, & Volunteer Time * Associate Bank Accounts * 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. Equal Employment Opportunity 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. Interested in Applying? 1. Apply through Indeed or visit our website Montecito Bank Careers [http://www.montecito.bank/careers] 2. Review the openings using the “Explore Opportunities” tab. 3. Select “Apply Now” to review the desired position and click “Apply” to submit your application. 4. Create a personal log-in to apply.

Responsibilities

The MClub Coordinator provides administrative support to the Director of MClub and the Wealth Management team, focusing on travel and social enrichment programs. Key duties include event accounting via QuickBooks, client greeting, and general office management.