Customer Service Representative I

Mechanics Bank is searching for a full-time Customer Service Representative I to join our team at our Fontana Branch.

About the role

This position performs a variety of teller services, processes customer transactions, updates account information, and explores customer needs to cross-sell bank services. You will make referrals to other business units for non-banking products while providing superior customer service.

Responsibilities

• Teller Activities
  • Handle deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, debit card requests, and related matters.
  • Maintain cash handling within prescribed limits; accurately count, receive, and disburse cash; handle mutilated and bait currency.
  • Balance cash drawer independently; maintain cash over/short records in compliance with bank policy.
• New Accounts/Sales Activities
  • Familiarize yourself with all bank products and services; occasionally handle new account responsibilities.
  • Actively cross-sell bank products and services to new and existing customers, ensuring recommendations meet customer needs.
  • Make referrals to other business units for non-banking products.
  • Participate in sales programs to generate new customers.
  • Sell financial products and services to meet referral goals and performance evaluation targets.
• Service Activities
  • Provide exceptional customer service using the STAR qualities (Seamless, Trustworthy, Attentive, Resourceful) in person or by telephone.
  • Actively listen to customers, communicate their value, and maintain a friendly, positive, and professional attitude.
  • Resolve difficult situations using the HEAL guidelines (Hearing out the customer, Easing tension, Acting to improve the situation, Leaving a positive impression).
  • Look for opportunities to exceed customer expectations.
  • Participate in two community events per year.
• Operational Activities
  • Perform filing and maintain signature cards and certificate copies.
  • Assist with branch audit functions as requested.
  • Follow Mechanics Bank’s policies, procedures, and all regulatory requirements.
  • Perform all other duties as required.

Requirements

• High school diploma or equivalent.
• Demonstrated success in cross-selling banking services preferred.
• Strong math and computer skills.
• Excellent written and oral communication skills.
• Six months of cash handling, customer service, and sales experience preferred; prior banking experience a plus.
• Strong customer relations skills and ability to work cooperatively with employees and customers.
• Good judgment and ability to handle confidential information.
• Ability to work quickly and accurately, analyze information, and make decisions.

Skills

• Operate teller and office equipment, including computers, adding machines, telephones, copy machines, fax machines, electronic credit card authorization terminals, and security devices.
• Physical ability to occasionally lift and/or move up to 10 pounds; frequent standing, occasional walking, sitting, bending, and reaching.

Pay

$20.00 - $25.00 hourly. Eligible for Retail Incentive Plan.

Benefits

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. Benefits include:

• Medical, prescription, dental, and vision coverage for employees and eligible family members.
• Employer-paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits.
• Health Savings Account with employer contribution.
• Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit.
• 401(k) and Roth 401(k) with company contribution.
• 529 Education Savings plan, Tuition Reimbursement Program, and Student Loan Assistance Program.
• Supplemental Health plans, Voluntary Legal, and Identity Theft Services.
• 11 paid holidays, paid sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time per calendar year.
• Free personal checking and savings account; discounted rates on primary residence loans with $0 origination fees (restrictions apply).

Final compensation package will be determined by work experience, education, and skill level, along with internal equity and geographic market data.