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Mechanics Bank · 1 month ago

Customer Service Representative (20 hours per week)

Gonzales, California

Full-time

Onsite

Entry Level

$20/hr - $23/hr

1+ years exp

Mechanics Bank is currently searching for a part time Customer Service Representative to join our team at our Gonzales Branch. The Customer Service Representative is responsible for assisting customers with banking transactions and offers referrals for additional products and services while delivering excellent customer service.

BankingFinancial ServicesWealth Management

Responsibilities

Perform routine teller transactions working directly with clients. Accepts, verifies, and processes basic to more complex customer transactions according to established procedures and security guidelines. Transactions include deposits, withdrawals, check cashing, payments, transfers, and transactions received through the mail or the night drop. Works quickly to service customers waiting in line, but maintains close attention to detail and complies with all policies, procedures and regulatory guidelines

Responsible for maintaining and balancing a cash supply for transactions performed. Adheres to all cash handling policies and procedures and balances cash at the end of each shift

Provides exemplary customer service. Represents the Bank and its products and services with pride and enthusiasm. Identify customer needs, provide information on products and services. Build awareness of new products and services, and identify customer needs to capitalize on the business referral opportunities. Provides additional information to customers regarding bank’s special promotions

Reviews 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. Refers customers to Branch Management and the proper department for issues that cannot be resolved at the teller line

Represent the Bank and its products and services with pride and enthusiasm. Identify customer needs, provide information on products and services. Build awareness of new products and services, and identify customer needs to capitalize on the business referral opportunities. Provide additional information to customers regarding bank’s special promotions

Assists customers with account reconcilement, copies of statements and checks, check orders; account closure, and safe deposit box entrances

Gathers data and processes various reports and forms (e.g., Currency Transaction Reports, Reg CC, holds, overdraft, etc.) to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs

Qualification

Cash handling experienceCustomer serviceBank deposit productsInterpersonal skillsAttention to detailTeam collaboration

Required

High School Degree or GED required

Minimum of 1 year cash handling experience required in a customer facing role or experience in a banking environment with basic knowledge of bank deposit products and services required

Excellent interpersonal skills, attention to detail, and customer service

Ability to work independently, make decisions using available information and collaborate effectively as a team member

Basic knowledge of Bank deposit products and services

Ability to understand customer loan requests and make appropriate referrals

Ability to understand customer requests and provide awareness of additional products and services to make appropriate referrals

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)