Service Center Representative bei Montecito Bank & Trust

Join Montecito Bank & Trust as a Service Center Representative!

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 Service Center Representative to join the team in our Bank Operations department. As a Service Center Representative, you will deliver a World Class Experience by answering inbound calls in a professional and efficient manner and assisting other team members with their calls as needed. This position will research and resolve customers’ inquiries and maintenance requests regarding personal and business accounts, Bank products, and other banking services. You will be located in Goleta, CA with a fully on-site work schedule.

What We’re Looking For 

• High school diploma, or equivalent work experience, required
• Minimum of 1 year of recent banking experience, including: branch operations, new accounts, back-office bank operations, and/or customer service required
• 1 year of call center experience preferred
• Strong critical thinking, decision-making, and customer service skills
• Ability to have in-depth dialogues and explanations with customers that can be of sensitive and confidential nature

Your Responsibilities

The essential functions of this role include, but are not limited to:

• Provide all callers with excellent customer service by utilizing available technology and software applications for problem analysis, problem solving, and reliable resolution of questions, requests, and/or concerns
• Respond to inquiries and maintenance requests regarding Bank accounts, products, services, and online banking in a prompt, positive, and professional manner
• Continually look for opportunities to go above and beyond customer expectations and refer appropriate Bank products and services as needed
• Process, complete, and record all Service Center daily tasks and customer transactions in a timely and accurate manner while following departmental policies and procedures
• Communicate with internal departments regarding customer service resolution and follow-up

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
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.