Customer Service Representative II

Mechanics Bank • Seattle, WA

2d • Onsite

About The Position

Mechanics Bank is searching for a full-time Customer Service Representative II to join their team at the Wedgewood Branch. This role involves independently performing basic to moderately complex banking transactions, actively assisting customers, and offering referrals for additional products and services. The representative is responsible for delivering excellent customer service, ensuring operational quality and accuracy, including cash balancing processes, and adhering to all related policies, procedures, and banking regulations. The position also involves working with the leadership team to achieve personal goals in deposit growth, business and consumer relationship growth, and operational soundness, while consistently providing superior customer service.

Requirements

• High school diploma or GED required.
• 1 year minimum Customer Service Experience required.
• 1 year minimum Cash Handling Experience in Customer Facing Role required.
• Strong math and computer skills are required.
• Excellent written and oral communication skills are required.
• Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner.
• 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.
• Ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices.

Nice To Haves

• Experience in a Banking Environment with Basic Knowledge of Bank Deposit Products and Services preferred.
• Demonstrates success in cross-selling banking services preferred.
• Additional experience may be considered in lieu of degree.

Responsibilities

• Provides daily deposit services such as handling deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, and other related matters.
• Maintains cash handling within prescribed limits, accurately count, receive and disburse cash, correctly handle mutilated and bait currency.
• Balances cash drawer independently, maintain cash over and short record within Mechanics Bank's compliance policy.
• Familiar with all bank products and services.
• May occasionally be assigned new account responsibilities.
• Actively takes advantage of all sales opportunities to cross-sell bank products and services to new and existing customers, ensuring recommended products meet needs of customer.
• Make 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.
• Obtains profitability and personal goals outlined in both incentive programs and performance evaluations.
• Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone.
• Actively listens to our customers by communicating the customer’s value, thereby maintaining a friendly, positive and professional attitude.
• Resolves difficult situations using the HEAL guidelines of Hearing out the customer, Easing the tension, Acting to improve the situation, and Leaving a positive impression.
• 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 responsibilities such as filing and maintaining signature cards and certificate copies.
• As requested, assists with branch audit functions.
• Follows Mechanics Bank’s policies and procedures and all regulatory requirements.
• Performs all other duties as required.

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees