Montecito Bank & Trust

MClub Coordinator

Montecito Bank & Trust  •  $55k - $69k/yr  •  Montecito, CA (Onsite)  •  16 hours ago
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Job 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
  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.
Montecito Bank & Trust

About Montecito Bank & Trust

Montecito Bank & Trust is a locally owned community bank founded in 1975. It is known for its ongoing support of the community through unique giving programs like Anniversary GrantsSM and Community Dividends(R), which annually gifts $1 million to more than 150 local nonprofits.

Behind every great community is a great bank.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Santa Barbara, CA
Year Founded
1975
Website
montecito.bank
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