Service Center Specialist

Join Montecito Bank & Trust as an Service Center Specialist!

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 Specialist to join the team in our Bank Operations department. As a Service Center Specialist, you will deliver a World Class Experience to every customer when answering inbound calls in a professional and efficient manner and assist other team members with their calls as needed. Research and resolve customers’ inquiries and maintenance requests regarding personal and business accounts, Bank products, and other banking services. Support the Bank’s digital products including Online Banking, Mobile Banking, Telephone Banking, and Positive Pay for consumer and business clients. Provide all callers with excellent customer service including problem analysis, problem solving, as well as a quick, reliable resolution of their questions, requests, and/or concerns. Continually look for opportunities to go above and beyond customer expectations and refer appropriate Bank products and services as needed. You will be located in Goleta, CA with a fully on-site work schedule.

What We’re Looking For

• High school diploma or equivalent required.
• Minimum of 1 year up to 3 years 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.
• Ability to have in-depth dialogues and explanations with customers that can be of sensitive and confidential nature.
• Use initiative in carrying out recurring assignments independently without specific instructions while escalating problems and unfamiliar situations when necessary. 

Your Responsibilities

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

• Process, complete, and record all Service Center Daily Tasks between inbound calls, including (but not limited to): Verification of Deposits, Remote Deposit Capture, Daily Notices, Customer Fulfillment, Returned Mail, Voice Mail, and Customer Opt In/Out Options, Online Banking Messages.
• Complete paperwork and related customer transactions in a timely and accurate manner while following all departmental policies and procedures.
• Maintain a working knowledge of Bank products and services while understanding their features and benefits
• Respond to inquiries and maintenance requests regarding Bank accounts, products, and services in a timely, positive, friendly, customer centric, and professional manner. Ensure effective, timely, and proactive customer service resolution and follow-up as needed.
• Keep informed of sales opportunities to meet customer needs and build lasting relationships. Solicit business and initiate sales referrals. Promote and educate customers about self-service options.
• Maintain accurate, thorough and concise customer communications records. 
• Obtain and evaluate all relevant information to address and resolve (both internal and external) customer inquiries, concerns, and complaints. Assist with call research when needed.
• Assist customers with Online Banking troubleshooting, training, and research. This will include both personal and treasury cash management customers.

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.