Customer Service Representative II (Part-time 20 hours)

About the role

This position is responsible for acquiring, retaining, and expanding new and existing customer relationships. The Customer Service Representative II provides exceptional customer service by taking ownership of the customer experience from introduction to Mechanics Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of Mechanics Bank products and services.

Responsibilities

• New Accounts/Sales Activities:
  • Effectively interviews and profiles new and existing customers in order to recommend appropriate banking products and services.
  • Partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.
  • Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
  • Makes referrals to other business units for non-banking products.
  • Participates in sales programs to generate new customers.
  • Maintains thorough knowledge of bank products and services.
  • Actively listens to customers, and maintains a friendly, positive, professional attitude.
  • Sells financial products and services to meet referral goals and performance evaluation/personal goals.
• Teller Activities:
  • Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers, and other related matters.
  • Balances cash drawer independently, maintains cash over and short record within Mechanics Bank's compliance policy.
  • May be assigned the control of the vault cash.
  • Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily.
  • Assists with project responsibilities such as processing and balancing ATM, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation.
  • Affordably assists other CSRs in the completion of work assignments and balancing.
• Operational Activities:
  • Participates in branch audit functions.
  • Fulfills Mechanics Bank policies and procedures and meets regulatory requirements.
  • Performs all other duties as required.
• Service Activities:
  • Actively listens to customers, and maintains a friendly, positive, professional attitude.
  • Resolves difficult situations with creativity, tact, and diplomacy.
  • Supports branch lobby management.
  • Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone.
  • Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special.
  • Participates in two community events per year.

Requirements

• Minimum of 2 years cash handling and customer service experience.
• Banking experience preferred.
• Some experience in opening new deposit accounts preferred.
• Additional experience may be considered in lieu of degree.
• Demonstrated success in cross-selling banking services and products.
• Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner.
• Excellent written and oral communication skills are required.
• PC experience required.

Qualifications

• High school diploma or equivalent.
• ADA Requirements: Physical demands, vision abilities, noise level, and work environment.

Benefits

• Comprehensive employee benefits program including medical, prescription, dental, and vision coverage, life insurance, AD&D, and disability benefits.
• Health Savings Account with employer contribution.
• 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, up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year.
• Free personal checking and savings account; discounted rates on primary residence loan with $0 origination fees (restrictions apply).

Pay Range

$21.00 - $27.00 hourly

Benefits Eligibility

Eligible for the Retail Incentive Plan. 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.

Equal Opportunity Employer

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.