Customer Service Representative

About the role

Mechanics Bank is seeking a Customer Service Representative to join our dynamic team. We prioritize building strong, lasting relationships with our clients and colleagues.

Responsibilities

• Performs routine teller transactions and interacts directly with clients.
• Verifies and processes customer transactions, including deposits, withdrawals, check cashing, payments, transfers, and mail transactions.
• Assists customers with account reconciliation, statement copies, check orders, account closures, address changes, stop payments, and safe deposit box entrances.
• Provides exemplary customer service both in person and over the phone, identifying additional customer needs and making appropriate product referrals.
• Manages cash supplies, balances cash at the end of each shift, reviews transactions for red flags, and adheres to cash handling policies and procedures.
• Completes various reports and forms to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering requirements, and regulatory compliance programs.
• Assists with branch audits and completes required compliance tasks.
• Collaborates with Branch Management and relevant departments to resolve customer issues.
• Participates in administrative tasks and follows established security procedures during branch opening and closing.

Requirements

• High School Diploma or GED.
• Minimum of 1 year experience in a banking environment with basic knowledge of bank deposit products and services.
• At least 1 year of customer service and cash handling experience in a customer-facing role.
• Excellent interpersonal skills, attention to detail, and strong customer service abilities.
• Ability to work independently and collaboratively with a team.
• Basic knowledge of bank deposit products and services.
• Ability to understand and make appropriate referrals regarding customer loan requests and additional services.
• Knowledge of applicable Bank policies and procedures.

Qualifications

• ADA Requirements: The physical demands include sitting, standing, walking, reaching, stooping, kneeling, crouching, and crawling. The work environment is usually moderate in noise level.

Benefits

• Comprehensive health benefits, including medical, prescription, dental, vision, and life insurance.
• Employee Assistance Program, AD&D, and Disability benefits.
• Health Savings Account with employer contribution.
• Flexible Spending Accounts for healthcare and dependent care.
• 401(k) and Roth 401(k) with company contributions.
• 529 Education Savings plan, Tuition Reimbursement Program, and Student Loan Assistance Program.
• Voluntary Legal and Identity Theft Services.
• 11 paid holidays, paid sick days, paid vacation days, and paid volunteer time.
• Discounted rates on primary residence loans with $0 origination fees.
• Free personal checking and savings accounts.

Pay and Schedule

The pay range for this position is $20.00-$25.00 hourly, and travel is required 0-10%.