Customer Service Representative (32 hours)

Mechanics Bank • Solvang, CA

1d • Onsite

About The Position

Mechanics Bank is currently searching for a part time Customer Service Representative to join our team at our Solvang Branch. The Customer Service Representative is responsible for assisting customers with banking transactions and offers referrals for additional products and services. Delivers excellent customer service. Responsible for the operational quality and accuracy of their work, including cash balancing processes. Follows all related policies and procedures and compliance with all banking regulations. Works with leadership team to achieve personal goals in the areas of deposit growth, business relationship growth, consumer relationship growth and operational soundness. Backed by exceptional capital strength and substantial assets, Mechanics Bank is a resilient and resourceful California bank whose core banking and lending principles reflect that of a community bank. For over a century, it has been their foremost commitment to exceed clients’ expectations every day. With a footprint spanning the state of California, they serve individuals, small and middle-market businesses, and large corporations with a full range of banking, wealth management and other financial products and services. Their leaders bring diverse backgrounds and experience, and work together to deliver for clients by embracing a culture that values accountability, teamwork and celebrating success. Their collaborative culture fuels the Bank’s ongoing achievements, allowing them to grow and make a genuine difference in the communities they serve. They also strive to ensure that all employees feel respected and valued based on who they are. When they harness the power of their differences, they achieve more together.

Requirements

• High School Degree or GED required.
• 1 year minimum cash handling experience 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.
• 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.

Nice To Haves

• Experience in a Banking Environment with Basic Knowledge of Bank Deposit Products and Services preferred.

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.
• 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.

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: Part-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees