Mechanics Bank · 3 days ago
Financial Services Officer
Sonoma, CA
Full-time
Onsite
Entry, Mid Level
$24/hr - $35/hr
2+ years expMechanics Bank is currently searching for a Financial Services Officer to join their team at the Sonoma Branch. The Financial Services Officer is responsible for driving sales performance, achieving financial targets, and ensuring customer satisfaction while supporting the branch's operational and compliance needs.
BankingFinancial ServicesWealth Management
Responsibilities
Has a superior understanding of consumer and small business deposit, treasury and credit products along with other internal and third party financial services. Ability to perform complex new account, lending, and service related transactions for customers while adhering to all Bank policies, procedures and banking regulations
Identifies and assesses customer needs and goals, offering Bank products and quality referrals to partners. Sources and develops new business by expanding and deepening relationships with existing and new customers. Assists the Retail Branch Manager with internal and external business development, while supporting ongoing management of the branch portfolio of customers
Assists customers with account maintenance, adoption of digital banking channels, and other complex account issues. Deepens relationships and resolves concerns presented by customers
Ensure exemplary customer service standards in the branch. Supports appropriate staffing and skill levels in branch to support customer and business needs. Address and resolve customer complaints or concerns promptly
Coordinates effective Retail branch operations and sales with the Retail Banking Services Officer, promoting teamwork, excellent customer service, cross-sales, and the promotion of Bank products and services. Ability to perform platform and operations functions including teller transactions, night deposit, cash control activities, assess transactions for risk and provide approvals and opening of new accounts. Review customer transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking customers. Prevents customers from becoming victims of fraud. Escalates concerns to management for resolution. Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers
Provides teller line support and performs routine teller transactions as needed. Responsible for maintaining and balancing a cash supply for transactions performed
Demonstrates leadership by modeling appropriate behaviors, provide coaching, feedback and developmental support. Leads daily huddles in conjunction with branch management and regular branch production meetings. Trains employees on cross-functions to ensure smooth operations of the branch and increased production
Represents the Bank in civic and community events to enhance the visibility and reputation of the Bank, and to expand business opportunities. Ensures active community participation and leadership, including CRA activities in the local community
Qualification
Required
High School Diploma or GED required or equivalent combination of education and experience
Minimum of 2 years of banking experience with an emphasis in sales required
Thorough knowledge of Bank products and services, policies and procedures related to new accounts and sales functions
Thorough knowledge of small business and consumer credit principles and practices
Knowledge of State and Federal banking regulations as they relate to new accounts and operations functions
Leadership ability to supervise and to provide coaching and development
Skilled in dealing with customer issues in difficult situations
Ability to persuade, including the value and benefits of using the Bank's services and products
Excellent interpersonal skills, including customer service, listening, and responding appropriately to requests from customers
Outbound calling skills including prospecting, appointment setting, and sales presentations to decision makers
Preferred
Minimum of 1 year of leadership experience preferred
Notary license preferred
Benefits
Medical, prescription, dental, and vision coverage for employees and their 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 throughout the calendar year
Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
Company
Mechanics Bank
Mechanics Bank is a full service community bank that offers a wide range of financial services.
Founded in 1905Richmond, California, USA
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2022-09-01Acquired
2003-01-10IPO
Leadership Team
E
Edward Downer
Chairman Emeritus
Recent News
2025-10-17
Business Wire
2025-10-17
Company data provided by crunchbase