Mechanics Bank
Customer Service Representative (full time)
Mechanics Bank, Orinda, California, United States, 94563
Mechanics Bank
is currently searching for a
full time
Customer Service Representative
to join our team at our
Orinda Branch
.The Customer Service Representative is responsible for assisting customers with banking transactions and offers referrals for additional products and services. Delivers excellent customer service. Responsible for the operational quality and accuracy of their work, including cash balancing processes. Follows all related policies and procedures and compliance with all banking regulations. Works with the leadership team to achieve personal goals in the areas of deposit growth, business relationship growth, consumer relationship growth, and operational soundness.What you will do:Perform routine teller transactions working directly with clients. Accept, verify, and process basic to more complex customer transactions according to established procedures and security guidelines. Transactions include deposits, withdrawals, check cashing, payments, transfers, and transactions received through the mail or the night drop. Work quickly to service customers waiting in line while maintaining close attention to detail and complying with all policies, procedures, and regulatory guidelines.Maintain and balance a cash supply for transactions performed. Adhere to all cash handling policies and procedures and balance cash at the end of each shift.Provide exemplary customer service. Represent the Bank and its products and services with pride and enthusiasm. Identify customer needs, provide information on products and services, and build awareness of new products and services. Identify customer needs to capitalize on business referral opportunities and provide additional information to customers regarding the bank's special promotions.Review customer transactions for red flags and fraudulent items. Maintain awareness of current criminal scams used against banking customers. Prevent customers from becoming victims of fraud. Refer customers to Branch Management and the proper department for issues that cannot be resolved at the teller line.Assist customers with account reconcilement, copies of statements and checks, check orders; account closure, and safe deposit box entrances.Gather data and process various reports and forms (e.g., Currency Transaction Reports, Reg CC, holds, overdraft, etc.) to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering, and regulatory compliance programs.Who you are:High School Degree or GED required.Minimum of 1 year cash handling experience required in a customer-facing role or experience in a banking environment with basic knowledge of bank deposit products and services required.Excellent interpersonal skills, attention to detail, and customer service.Ability to work independently, make decisions using available information, and collaborate effectively as a team member.Basic knowledge of Bank deposit products and services.Ability to understand customer loan requests and make appropriate referrals.Ability to understand customer requests and provide awareness of additional products and services to make appropriate referrals.#LI-ML1Pay Range: $20.00 - $22.00 hourlyFinal compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.Please view Equal Employment Opportunity Posters provided by OFCCP
here .To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank .
#J-18808-Ljbffr
is currently searching for a
full time
Customer Service Representative
to join our team at our
Orinda Branch
.The Customer Service Representative is responsible for assisting customers with banking transactions and offers referrals for additional products and services. Delivers excellent customer service. Responsible for the operational quality and accuracy of their work, including cash balancing processes. Follows all related policies and procedures and compliance with all banking regulations. Works with the leadership team to achieve personal goals in the areas of deposit growth, business relationship growth, consumer relationship growth, and operational soundness.What you will do:Perform routine teller transactions working directly with clients. Accept, verify, and process basic to more complex customer transactions according to established procedures and security guidelines. Transactions include deposits, withdrawals, check cashing, payments, transfers, and transactions received through the mail or the night drop. Work quickly to service customers waiting in line while maintaining close attention to detail and complying with all policies, procedures, and regulatory guidelines.Maintain and balance a cash supply for transactions performed. Adhere to all cash handling policies and procedures and balance cash at the end of each shift.Provide exemplary customer service. Represent the Bank and its products and services with pride and enthusiasm. Identify customer needs, provide information on products and services, and build awareness of new products and services. Identify customer needs to capitalize on business referral opportunities and provide additional information to customers regarding the bank's special promotions.Review customer transactions for red flags and fraudulent items. Maintain awareness of current criminal scams used against banking customers. Prevent customers from becoming victims of fraud. Refer customers to Branch Management and the proper department for issues that cannot be resolved at the teller line.Assist customers with account reconcilement, copies of statements and checks, check orders; account closure, and safe deposit box entrances.Gather data and process various reports and forms (e.g., Currency Transaction Reports, Reg CC, holds, overdraft, etc.) to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering, and regulatory compliance programs.Who you are:High School Degree or GED required.Minimum of 1 year cash handling experience required in a customer-facing role or experience in a banking environment with basic knowledge of bank deposit products and services required.Excellent interpersonal skills, attention to detail, and customer service.Ability to work independently, make decisions using available information, and collaborate effectively as a team member.Basic knowledge of Bank deposit products and services.Ability to understand customer loan requests and make appropriate referrals.Ability to understand customer requests and provide awareness of additional products and services to make appropriate referrals.#LI-ML1Pay Range: $20.00 - $22.00 hourlyFinal compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.Please view Equal Employment Opportunity Posters provided by OFCCP
here .To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank .
#J-18808-Ljbffr