Customer Service Representative

About the role

Mechanics Bank is seeking a Customer Service Representative to join our team. We value connection, partnership, long-term relationships, and working together in person. This role will be based at our office.

Responsibilities

• Performs routine teller transactions and interacts directly with clients.
• Accepts, verifies, and processes basic to more complex customer transactions according to established procedures and security guidelines.
• Works quickly to service customers waiting in line while maintaining close attention to detail and adhering to all policies, procedures, and regulatory guidelines.
• Affords assistance with account reconcilement, statement copies, check orders, account closures, address changes, stop payments, debit card maintenance, and safe deposit box entrances.
• Assists at other branches as needed.
• Provides exemplary customer service both in person and over the phone, representing the Bank in a courteous and professional manner.
• Identifies additional customer needs and makes recommendations through proactive conversations with customers.
• Edits banking technology, such as mobile and online banking.
• Handles cash supply for transactions performed, adhering to all cash handling policies and procedures and balancing cash at the end of each shift.
• Reviews customer transactions for red flags and fraudulent items, maintaining an awareness of criminal scams used against banking customers.
• Refers customers to Branch Management and the proper departments for issues that cannot be resolved at the teller line.
• Assists in the opening and closing of the branch, following established security procedures.
• Gathers data and processes various reports and forms to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering, and regulatory compliance programs.
• Completes required compliance tasks by assigned due dates.

Requirements

• High School Degree or GED required.
• Minimum of 1 year experience in a banking environment with basic knowledge of bank deposit products and services preferred.
• 1 year in customer service and cash handling experience in a customer-facing role required.
• Excellent interpersonal skills, attention to detail, and customer service.
• Ability to work independently 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 for additional services and make appropriate referrals.
• Ability to make customers aware of additional products and services and make appropriate referrals.
• Knowledge of applicable bank policies and procedures.

Qualifications

• ADA Requirements: The physical demands of this job include sitting, talking, hearing, reaching, stooping, kneeling, crouching, and crawling. The noise level in the work environment is usually moderate.

Skills

• Customer service skills
• Attention to detail
• Cash handling and security
• Banking product knowledge
• Interpersonal communication

Benefits

• Comprehensive employee benefits program
• Health insurance
• Life insurance
• Disability insurance
• Health savings account
• Flexible spending accounts
• 401(k) and Roth 401(k)
• Education savings plan
• Tuition reimbursement program
• Volunteer time off
• Discounted rates on primary residence loans
• Free personal checking and savings account

Pay

The pay range for this position is $20.00 - $25.00 hourly. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.

Schedule

Travel: 0-10%.