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Personal Banker III at Montecito Bank & Trust
Oxnard, California, United States - Full Time
Skills Needed
Customer Service, Sales, Critical Thinking, Cash Handling, Loan Application Processing, Account Management, Referral Generation, Problem Solving, Mortgage Loan Origination, Notary Public
Specialization
Requires a high school diploma or GED and three to five years of Personal Banker experience. Preference is given to candidates with experience selling lending products and the ability to be registered as a Mortgage Loan Originator and Notary Public.
Experience Required
Minimum 2 year(s)
Universal Banker II at THE DIME BANK
Throop, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Financial Services, Consultative Selling, Account Maintenance, Loan Processing, Time Management, Interpersonal Communication, English Proficiency, Mathematics, Regulatory Compliance, Mentoring, Risk Management, Computer Proficiency, Relationship Management, Notary Public
Specialization
Candidates must have two years of experience in professional customer service or financial services and completion of the bank's internal UB I curriculum. An associate degree is preferred, and proficiency in bank retail products and regulatory compliance is required.
Experience Required
Minimum 2 year(s)
Relationship Banker at Taylor Bank
Ocean City, Maryland, United States - Full Time
Skills Needed
Customer Service, Branch Banking Operations, Teller Duties, Account Maintenance, Cash Handling, Computer Skills, Communication Skills, Product Referral
Specialization
Candidates must have a high school diploma or equivalent and knowledge of branch banking operations. An outgoing personality, professional appearance, and basic computer skills are required.
Relationship Banker at Commercial Bank
Walker, Michigan, United States - Full Time
Skills Needed
Relationship Banking, Consumer Lending, Depository Accounts, Cross Selling, Mortgage Origination, Loan Closing, Customer Service, Compliance, Problem Solving, Interpersonal Skills, Analytical Skills, Organizational Skills, Ms Office Suite, Financial Product Knowledge, Risk Management, Communication
Specialization
Candidates should have at least 2 years of banking experience and preferably an Associate's Degree in Business. Must be able to obtain NMLS registration and Notary Public certification within three months of hire.
Experience Required
Minimum 2 year(s)
Relationship Banker at Taylor Bank
Ocean City, Maryland, United States - Full Time
Skills Needed
Customer Service, Branch Banking Operations, Teller Duties, Account Maintenance, Cash Handling, Atm Balancing, Product Referral, Computer Skills, Communication Skills
Specialization
Candidates must have a high school diploma or equivalent and basic computer skills. An outgoing personality and knowledge of branch banking operations are required.
Relationship Banker at Taylor Bank
, Maryland, United States - Full Time
Skills Needed
Customer Service, Branch Banking Operations, Teller Duties, Account Maintenance, Cash Handling, Computer Skills, Communication Skills, Product Referral
Specialization
Candidates must have a high school diploma or equivalent and basic computer skills. Knowledge of branch banking operations and a professional, outgoing personality are required.
Relationship Banker at Five Star Bank
Yorkshire, New York, United States - Full Time
Skills Needed
Financial Knowledge, Consultative Sales, Customer Relationship Management, Prospecting, Digital Banking, Compliance, Cash Management, Vault Balancing, Communication Skills, Multitasking, Client Engagement, Problem Resolution
Specialization
Candidates must have a high school diploma or GED and at least 2 years of experience in financial services. NMLS registration is required in accordance with the SAFE Act.
Experience Required
Minimum 2 year(s)
Relationship Banker at Five Star Bank
Yorkshire, New York, United States - Full Time
Skills Needed
Financial Knowledge, Consultative Sales, Customer Relationship Management, Prospecting, Digital Banking, Compliance, Cash Management, Vault Balancing, Communication Skills, Multitasking, Client Engagement, Problem Resolution
Specialization
Candidates must have a high school diploma or GED and at least 2 years of experience in financial services. NMLS registration is required in accordance with SAFE Act regulations.
Experience Required
Minimum 2 year(s)
Bank Branch Manager at Servbank
Bourbonnais, Illinois, United States - Full Time
Skills Needed
Branch Management, Retail Banking, Team Leadership, Banking Compliance, Customer Relationship Management, Cash Handling, Staff Coaching, Operational Excellence, Problem Solving, Decision Making, Loan Origination, Mortgage Operations, Digital Banking, Crm Tools, Bilingual English/Spanish, Nmls Registration
Specialization
Candidates need 3-5 years of retail banking experience, including at least 2 years in a supervisory role. NMLS registration or the ability to obtain it is required, along with strong leadership and communication skills.
Experience Required
Minimum 2 year(s)
Bank Branch Manager at Servbank
Champaign, Illinois, United States - Full Time
Skills Needed
Branch Management, Retail Banking, Team Leadership, Regulatory Compliance, Customer Relationship Management, Cash Handling, Staff Coaching, Problem Solving, Decision Making, Loan Origination, Mortgage Operations, Digital Banking, Crm Tools, Bilingual English/Spanish, Nmls Registration, Operational Excellence
Specialization
Candidates need 3-5 years of retail banking experience, including at least 2 years in a supervisory role. NMLS registration is required, and experience with loan origination or digital banking platforms is preferred.
Experience Required
Minimum 2 year(s)
Relationship Banker at INB, N.A.
Chatham, Illinois, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Cross Selling, Cash Handling, Account Management, Microsoft Office, Financial Product Knowledge, Professionalism, Communication Skills, Basic Mathematics
Specialization
Requires a high school diploma or equivalent with proficiency in Microsoft Office and basic mathematical skills. Previous banking, teller, or customer-facing sales experience is preferred.
Relationship Banker at Bank of America
Kansas City, Missouri, United States - Full Time
Skills Needed
Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving, Account Management, Client Experience, Branding, Client Management, Client Solutions Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification, Referral Management
Specialization
Requires a motivated self-starter with strong communication skills and the ability to educate clients on digital banking platforms. Desired qualifications include experience in financial services, sales, cash handling, and a business-related degree.
Relationship Banker at Bank of America
Omaha, Nebraska, United States - Full Time
Skills Needed
Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving, Account Management, Client Experience, Branding, Client Management, Client Solutions Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification, Referral Management
Specialization
Requires a highly motivated self-starter with strong communication skills and the ability to work weekends or extended hours. Desired qualifications include a bachelor's or associate degree and experience in financial services, sales, and cash handling.
Relationship Banker at Bank of America
Omaha, Nebraska, United States - Full Time
Skills Needed
Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving, Account Management, Client Experience, Branding, Client Management, Client Solutions Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification, Referral Management
Specialization
Requires a motivated self-starter with strong communication skills and the ability to work weekends or extended hours. Desired qualifications include a bachelor's or associate degree and experience in financial services, sales, and cash handling.
Experience Required
Minimum 2 year(s)
Relationship Banker at Bank of America
Lawrence, Kansas, United States - Full Time
Skills Needed
Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving, Account Management, Client Experience, Branding, Client Management, Client Solutions Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification, Referral Management
Specialization
Requires a high school diploma and the ability to work weekends or extended hours. Desired qualifications include a bachelor's or associate degree and experience in financial services, sales, and cash handling.
Relationship Banker at Bank of America
Lawrence, Kansas, United States - Full Time
Skills Needed
Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving, Account Management, Client Experience, Branding, Client Management, Client Solutions Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification, Referral Management
Specialization
Requires a high school diploma and the ability to work weekends or extended hours. Desired qualifications include a bachelor's or associate degree and experience in financial services, sales, and cash handling.
Universal Banker II at Nicolet National Bank
Eau Claire, Wisconsin, United States - Full Time
Skills Needed
Cash Handling, Account Opening, Customer Relationship Management, Financial Needs Analysis, Regulatory Compliance, Kyc/Cip, Teller Operations, Sales Referrals, Problem Resolution, Digital Banking Support, Microsoft Office, Communication Skills
Specialization
Requires a high school diploma and 1-2 years of experience in banking, customer service, or cash handling. Proficiency in banking systems and the ability to conduct financial conversations are strongly preferred.
Relationship Banker at Bank of America
Olathe, Kansas, United States - Full Time
Skills Needed
Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving, Account Management, Client Experience, Branding, Client Management, Client Solutions Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification, Referral Management
Specialization
Requires a highly motivated self-starter with strong communication skills and the ability to work weekends or extended hours. Desired qualifications include experience in financial services, a track record of successful sales, and a degree in business or finance.
Experience Required
Minimum 2 year(s)
Relationship Banker at North Easton Savings Bank
Whitman, Massachusetts, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Cross Selling, Financial Education, Account Maintenance, Communication, Attention To Detail, Computer Skills, Math Skills, Relationship Management, Compliance, Teamwork
Specialization
Candidates must have a high school diploma and 1-3 years of experience in customer-facing cash handling roles. Strong communication, cross-selling abilities, and a commitment to confidentiality and accuracy are required.
Experience Required
Minimum 2 year(s)
Universal Banker II at Nicolet National Bank
Manistique, Michigan, United States - Full Time
Skills Needed
Cash Handling, Account Opening, Customer Relationship Management, Financial Needs Analysis, Regulatory Compliance, Kyc, Cip, Bsa/Aml, Digital Banking Support, Sales Referrals, Problem Resolution, Microsoft Office
Specialization
Requires a high school diploma and 1-2 years of experience in banking, customer service, or cash handling. Proficiency in banking systems and the ability to conduct compliant account onboarding processes are strongly preferred.
Personal Banker III at Montecito Bank & Trust
Oxnard, California, United States -
Full Time

Start Date

Immediate

Expiry Date

21 Aug, 26

Salary

40.0

Posted On

23 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Sales, Critical Thinking, Cash Handling, Loan Application Processing, Account Management, Referral Generation, Problem Solving, Mortgage Loan Origination, Notary Public

Industry

Banking

Description
Join Montecito Bank & Trust as a Personal Banker III! 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 III to join the team in our Oxnard Branch. As a Personal Banker III, you 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 for fulfilling sales, service, and referrals. You will meet customer’s transaction requirements and educate customers about Montecito Bank & Trust’s products and services to match their needs. The Personal Banker III is primarily responsible for assisting clients on the platform, while maintaining all expectations of proper cash handling, new accounts production, and teller line work as needed. You will be located in Oxnard, CA with a fully on-site work schedule. What We’re Looking For * High school diploma or G.E.D. required; some college preferred * Three to five years of previous Personal Banker experience required * One to three years of previous experience selling lending products (mortgage, home equity, business loans/lines, etc.) preferred * Ability to be registered as a Mortgage Loan Originator with the National Mortgage Licensing System and Registry, and maintain the registration as required * Ability to pass a criminal background check administered by the Secretary of State to be commissioned as a Notary Public * Strong sales, critical thinking, and customer service skills * Adept at identifying and resolving customer issues and challenges Your Responsibilities The essential functions of this role include, but are not limited to: * Offer information on bank products and services that can benefit new and current customers, and enhance their banking relationship * Handle a variety of platform duties including operating network software to maintain, service, and open accounts; discussing loan options and taking loan applications; and identifying referrals to other lines of business * Assist in the acquisition of consumer and small business loan relationships; accept consumer and small business loan applications and close loans as directed by management * Accurately and efficiently handle a variety of cash and negotiable transactions * Successfully work as part of a team to ensure manager developed individual and branch goals are met * Provide reserve capacity to the teller line and to the leadership team for transaction review and opening/closing duties  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 Personal Banker III serves as the primary point of contact for walk-in customers, handling sales, service, and referrals. Responsibilities include managing new accounts, processing consumer and small business loans, and providing teller line support.
Personal Banker III at Montecito Bank & Trust
Oxnard, California, United States - Full Time
Skills Needed
Customer Service, Sales, Critical Thinking, Cash Handling, Loan Application Processing, Account Management, Referral Generation, Problem Solving, Mortgage Loan Origination, Notary Public
Specialization
Requires a high school diploma or GED and three to five years of Personal Banker experience. Preference is given to candidates with experience selling lending products and the ability to be registered as a Mortgage Loan Originator and Notary Public.
Experience Required
Minimum 2 year(s)
Universal Banker II at THE DIME BANK
Throop, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Financial Services, Consultative Selling, Account Maintenance, Loan Processing, Time Management, Interpersonal Communication, English Proficiency, Mathematics, Regulatory Compliance, Mentoring, Risk Management, Computer Proficiency, Relationship Management, Notary Public
Specialization
Candidates must have two years of experience in professional customer service or financial services and completion of the bank's internal UB I curriculum. An associate degree is preferred, and proficiency in bank retail products and regulatory compliance is required.
Experience Required
Minimum 2 year(s)
Relationship Banker at Taylor Bank
Ocean City, Maryland, United States - Full Time
Skills Needed
Customer Service, Branch Banking Operations, Teller Duties, Account Maintenance, Cash Handling, Computer Skills, Communication Skills, Product Referral
Specialization
Candidates must have a high school diploma or equivalent and knowledge of branch banking operations. An outgoing personality, professional appearance, and basic computer skills are required.
Relationship Banker at Commercial Bank
Walker, Michigan, United States - Full Time
Skills Needed
Relationship Banking, Consumer Lending, Depository Accounts, Cross Selling, Mortgage Origination, Loan Closing, Customer Service, Compliance, Problem Solving, Interpersonal Skills, Analytical Skills, Organizational Skills, Ms Office Suite, Financial Product Knowledge, Risk Management, Communication
Specialization
Candidates should have at least 2 years of banking experience and preferably an Associate's Degree in Business. Must be able to obtain NMLS registration and Notary Public certification within three months of hire.
Experience Required
Minimum 2 year(s)
Relationship Banker at Taylor Bank
Ocean City, Maryland, United States - Full Time
Skills Needed
Customer Service, Branch Banking Operations, Teller Duties, Account Maintenance, Cash Handling, Atm Balancing, Product Referral, Computer Skills, Communication Skills
Specialization
Candidates must have a high school diploma or equivalent and basic computer skills. An outgoing personality and knowledge of branch banking operations are required.
Relationship Banker at Taylor Bank
, Maryland, United States - Full Time
Skills Needed
Customer Service, Branch Banking Operations, Teller Duties, Account Maintenance, Cash Handling, Computer Skills, Communication Skills, Product Referral
Specialization
Candidates must have a high school diploma or equivalent and basic computer skills. Knowledge of branch banking operations and a professional, outgoing personality are required.
Relationship Banker at Five Star Bank
Yorkshire, New York, United States - Full Time
Skills Needed
Financial Knowledge, Consultative Sales, Customer Relationship Management, Prospecting, Digital Banking, Compliance, Cash Management, Vault Balancing, Communication Skills, Multitasking, Client Engagement, Problem Resolution
Specialization
Candidates must have a high school diploma or GED and at least 2 years of experience in financial services. NMLS registration is required in accordance with the SAFE Act.
Experience Required
Minimum 2 year(s)
Relationship Banker at Five Star Bank
Yorkshire, New York, United States - Full Time
Skills Needed
Financial Knowledge, Consultative Sales, Customer Relationship Management, Prospecting, Digital Banking, Compliance, Cash Management, Vault Balancing, Communication Skills, Multitasking, Client Engagement, Problem Resolution
Specialization
Candidates must have a high school diploma or GED and at least 2 years of experience in financial services. NMLS registration is required in accordance with SAFE Act regulations.
Experience Required
Minimum 2 year(s)
Bank Branch Manager at Servbank
Bourbonnais, Illinois, United States - Full Time
Skills Needed
Branch Management, Retail Banking, Team Leadership, Banking Compliance, Customer Relationship Management, Cash Handling, Staff Coaching, Operational Excellence, Problem Solving, Decision Making, Loan Origination, Mortgage Operations, Digital Banking, Crm Tools, Bilingual English/Spanish, Nmls Registration
Specialization
Candidates need 3-5 years of retail banking experience, including at least 2 years in a supervisory role. NMLS registration or the ability to obtain it is required, along with strong leadership and communication skills.
Experience Required
Minimum 2 year(s)
Bank Branch Manager at Servbank
Champaign, Illinois, United States - Full Time
Skills Needed
Branch Management, Retail Banking, Team Leadership, Regulatory Compliance, Customer Relationship Management, Cash Handling, Staff Coaching, Problem Solving, Decision Making, Loan Origination, Mortgage Operations, Digital Banking, Crm Tools, Bilingual English/Spanish, Nmls Registration, Operational Excellence
Specialization
Candidates need 3-5 years of retail banking experience, including at least 2 years in a supervisory role. NMLS registration is required, and experience with loan origination or digital banking platforms is preferred.
Experience Required
Minimum 2 year(s)
Relationship Banker at INB, N.A.
Chatham, Illinois, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Cross Selling, Cash Handling, Account Management, Microsoft Office, Financial Product Knowledge, Professionalism, Communication Skills, Basic Mathematics
Specialization
Requires a high school diploma or equivalent with proficiency in Microsoft Office and basic mathematical skills. Previous banking, teller, or customer-facing sales experience is preferred.
Relationship Banker at Bank of America
Kansas City, Missouri, United States - Full Time
Skills Needed
Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving, Account Management, Client Experience, Branding, Client Management, Client Solutions Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification, Referral Management
Specialization
Requires a motivated self-starter with strong communication skills and the ability to educate clients on digital banking platforms. Desired qualifications include experience in financial services, sales, cash handling, and a business-related degree.
Relationship Banker at Bank of America
Omaha, Nebraska, United States - Full Time
Skills Needed
Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving, Account Management, Client Experience, Branding, Client Management, Client Solutions Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification, Referral Management
Specialization
Requires a highly motivated self-starter with strong communication skills and the ability to work weekends or extended hours. Desired qualifications include a bachelor's or associate degree and experience in financial services, sales, and cash handling.
Relationship Banker at Bank of America
Omaha, Nebraska, United States - Full Time
Skills Needed
Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving, Account Management, Client Experience, Branding, Client Management, Client Solutions Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification, Referral Management
Specialization
Requires a motivated self-starter with strong communication skills and the ability to work weekends or extended hours. Desired qualifications include a bachelor's or associate degree and experience in financial services, sales, and cash handling.
Experience Required
Minimum 2 year(s)
Relationship Banker at Bank of America
Lawrence, Kansas, United States - Full Time
Skills Needed
Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving, Account Management, Client Experience, Branding, Client Management, Client Solutions Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification, Referral Management
Specialization
Requires a high school diploma and the ability to work weekends or extended hours. Desired qualifications include a bachelor's or associate degree and experience in financial services, sales, and cash handling.
Relationship Banker at Bank of America
Lawrence, Kansas, United States - Full Time
Skills Needed
Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving, Account Management, Client Experience, Branding, Client Management, Client Solutions Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification, Referral Management
Specialization
Requires a high school diploma and the ability to work weekends or extended hours. Desired qualifications include a bachelor's or associate degree and experience in financial services, sales, and cash handling.
Universal Banker II at Nicolet National Bank
Eau Claire, Wisconsin, United States - Full Time
Skills Needed
Cash Handling, Account Opening, Customer Relationship Management, Financial Needs Analysis, Regulatory Compliance, Kyc/Cip, Teller Operations, Sales Referrals, Problem Resolution, Digital Banking Support, Microsoft Office, Communication Skills
Specialization
Requires a high school diploma and 1-2 years of experience in banking, customer service, or cash handling. Proficiency in banking systems and the ability to conduct financial conversations are strongly preferred.
Relationship Banker at Bank of America
Olathe, Kansas, United States - Full Time
Skills Needed
Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving, Account Management, Client Experience, Branding, Client Management, Client Solutions Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification, Referral Management
Specialization
Requires a highly motivated self-starter with strong communication skills and the ability to work weekends or extended hours. Desired qualifications include experience in financial services, a track record of successful sales, and a degree in business or finance.
Experience Required
Minimum 2 year(s)
Relationship Banker at North Easton Savings Bank
Whitman, Massachusetts, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Cross Selling, Financial Education, Account Maintenance, Communication, Attention To Detail, Computer Skills, Math Skills, Relationship Management, Compliance, Teamwork
Specialization
Candidates must have a high school diploma and 1-3 years of experience in customer-facing cash handling roles. Strong communication, cross-selling abilities, and a commitment to confidentiality and accuracy are required.
Experience Required
Minimum 2 year(s)
Universal Banker II at Nicolet National Bank
Manistique, Michigan, United States - Full Time
Skills Needed
Cash Handling, Account Opening, Customer Relationship Management, Financial Needs Analysis, Regulatory Compliance, Kyc, Cip, Bsa/Aml, Digital Banking Support, Sales Referrals, Problem Resolution, Microsoft Office
Specialization
Requires a high school diploma and 1-2 years of experience in banking, customer service, or cash handling. Proficiency in banking systems and the ability to conduct compliant account onboarding processes are strongly preferred.