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Mechanics Bank · 1 day ago

Banking Services Lead (30 hours)

Palm Desert, California

Full-time

Onsite

Mid Level

$24/hr - $30/hr

3+ years exp

Mechanics Bank is currently searching for a part time Banking Services Lead to join our team at our Palm Desert Branch. The role involves performing a full range of teller and account maintenance transactions, delivering excellent customer service, and supporting operational tasks and compliance within the branch.

BankingFinancial ServicesWealth Management

Responsibilities

Performs routine teller transactions and works directly with customers. 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. Adheres to all cash handling policies and procedures balancing cash at the end of each shift. Responsible for maintaining and balancing a cash supply for transactions performed

Assists the Retail Operations Manager in the branch to ensure operational soundness. Assists with monitoring overall branch cash levels. The completion and review of Daily, Weekly, Monthly, Quarterly, Semi-Annual, and Annual operational tasks. May lead and direct the activities of Customer Service Representatives and Universal Bankers in the office. May assist with setting and implementing operations priorities and processes for the office

Leads branch in providing extraordinary service to customers. Assists customers with account maintenance, online banking, mobile banking, and other complex account issues. Works to resolve concerns presented by customers

Reviews customer transactions for red flags and fraudulent items. Maintains awareness of current financial scams used against banking customers. Prevents customers from becoming victims of fraud and escalates concerns to management for resolution

Represents the Bank and its products and services with pride and enthusiasm. Responsive to customer needs. Identifies and presents new or additional products and services. Maintains superior levels of customer service

Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers. Gathers data and processes various regulatory and operational reports to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs reviews the work of others for compliance

Qualification

Banking operations experienceBanking regulationsCustomer service skillsTime management skillsNotary licenseBank productsRetail operationsInterpersonal skillsOrganizational abilityAttention to detailDecision-making abilityTeam collaboration

Required

High School Diploma or GED required or equivalent combination of education and experience required

Minimum of 3 years of banking operations experience required

Excellent interpersonal skills and customer service

Ability to work independently and collaborate effectively as a team member

Ability to make decisions and review and approve other employee decisions

Excellent time management skills, organizational ability, and attention to detail

Extensive knowledge of Bank deposit products and services

Extensive knowledge of alternative Bank services and products and vendor provided products

Knowledge of applicable Federal and State banking regulations

Knowledge of Retail office operations, including complex transactions, Bank policy and procedures

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)