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Mechanics Bank · 3 months ago

Customer Service Representative II (Part-time 20 hours)

Irvine, California

Full-time, Part-time

Onsite

Entry, Mid Level

$20.50/hr - $27/hr

2+ years exp

Mechanics Bank is currently searching for a part-time Customer Service Representative II to join their team at the Irvine Branch. This position is responsible for acquiring, retaining, and expanding customer relationships while providing exceptional service and performing various teller activities.

BankingFinancial ServicesWealth Management

Responsibilities

Effectively interviews and profiles new and existing customers in order to recommend appropriate banking products and services

Effectively 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

Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer

Makes referrals to other business units for non-banking products

Participates in sales programs to generate new customers

Must sell financial products and services to meet referral goals and performance evaluation/personal goals

Maintains thorough knowledge of bank products and services

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

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 HomeStreet’s compliance policy

May be assigned the control of the vault cash. Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily

Effectively perform project responsibilities as assigned such as processing and balancing ATM, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation

Effectively assist other CSRs in the completion of work assignments and balancing

Participates in branch audit functions

Follows HomeStreet’s policies and procedures and meet regulatory requirements

Performs all other duties as required

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

Qualification

Customer service experienceCash handlingCross-selling banking servicesBanking products knowledgePC experienceJudgmentCommunication skillsSelf-starter

Required

Minimum of 2 years cash handling and customer service experience

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

Must be a self-starter, dependable, able to work within deadlines under pressure

Must possess good judgment, and the ability to accept responsibility and handle confidential information

Ability to work quickly and accurately, to analyze information and make decisions

Willingness to assume additional responsibilities/duties/projects as they arise

High school diploma or equivalent

Preferred

Banking experience preferred

Some experience in opening new deposit accounts preferred

Demonstrated success in cross-selling banking services and products

Word, Excel and teller/bank software 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)