Customer Service Representative II - Tacoma, WA - FT 40

Mechanics Bank is searching for a full-time Customer Service Representative II to join our team at our Tacoma Branch. This role focuses on acquisition, retention, and expansion of new and existing customer relationships through exceptional service and product recommendations.

Responsibilities

• New Accounts/Sales Activities
  • Interview and profile new and existing customers to recommend appropriate banking products and services.
  • Partner with other business lines to identify sales opportunities and deliver an outstanding customer experience.
  • Open and close customer accounts, including checking, savings, money markets, certificates of deposit, and IRAs.
  • Actively cross-sell bank products and services to meet customer needs and referral goals.
  • Make referrals to other business units for non-banking products.
  • Participate in sales programs to generate new customers.
  • Maintain thorough knowledge of bank products and services.
  • Resolve difficult situations with creativity, tact, and diplomacy while maintaining a friendly, positive, and professional attitude.
  • Support branch lobby management.
  • Demonstrate proficiency in providing exceptional customer service using the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities.
  • Look for opportunities to exceed customer expectations.
  • Participate in two community events per year.
• Teller Activities
  • Process daily teller services, including deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, debit card requests, and wire transfers.
  • Balance cash drawer independently and maintain cash over/short records within compliance policies.
  • Manage vault cash, adhering to limits, cash shipment requirements, and daily balancing.
  • Perform project responsibilities such as processing and balancing ATMs, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation.
  • Assist other Customer Service Representatives with work assignments and balancing.
• Operational Activities
  • Participate in branch audit functions.
  • Follow Mechanics Bank policies and procedures to meet regulatory requirements.
  • Perform all other duties as required.

Requirements

• Minimum of 2 years of cash handling and customer service experience; banking experience preferred.
• Experience in opening new deposit accounts preferred.
• Demonstrated success in cross-selling banking services and products.
• Strong customer relations skills and ability to communicate effectively with employees and customers.
• Excellent written and oral communication skills.
• PC experience required; proficiency in Word, Excel, and teller/bank software preferred.
• Self-starter with the ability to work under pressure, meet deadlines, and handle confidential information.
• Good judgment, analytical skills, and decision-making ability.
• Willingness to assume additional responsibilities as needed.
• High school diploma or equivalent.

ADA Requirements

The physical demands and work environment described are representative of those required for this role. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Regularly required to sit, talk, hear, and use hands to handle objects, tools, or controls.
• Occasionally required to stand, walk, reach with hands and arms, stoop, kneel, crouch, or crawl.
• Must occasionally lift and/or move up to 10 pounds.
• Requires close vision abilities.
• Moderate noise level in the work environment.

Pay

$20.00 - $28.94 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.

• 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 year.
• Free personal checking and savings account; discounted rates on primary residence loans with $0 origination fees (restrictions apply).