Customer Service Representative (25 hours)

Mechanics Bank • Glendora, CA

1d • Onsite

About The Position

Mechanics Bank is currently searching for a part-time Customer Service Representative to join their team at the Glendora Branch. This role is responsible for assisting customers with banking transactions, offering referrals for additional products and services, and delivering excellent customer service. The representative is accountable for the operational quality and accuracy of their work, including cash balancing processes, and must adhere to all related policies, procedures, and banking regulations. They will collaborate with the leadership team to achieve personal goals in areas such as deposit growth, business relationship growth, consumer relationship growth, and operational soundness.

Requirements

• High School Degree or GED required.
• 1 year minimum 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.

Nice To Haves

• 1 year minimum Experience in a Banking Environment with Basic Knowledge of Bank Deposit Products and Services preferred.
• Additional experience may be considered in lieu of degree.

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