Customer Service Representative - Lake Grove Branch

Mechanics Bank • Lake Oswego, OR

2d • $20 - $25 • Onsite

About The Position

Mechanics Bank is seeking a Customer Service Representative to perform basic to moderately complex banking transactions under general supervision and in accordance with established policies and procedures. The role delivers accurate, responsive service by processing transactions, resolving inquiries, maintaining customer accounts, and making appropriate referrals. It is an on-site position at the Lake Grove Branch, with 0–10% travel and possible work at other branches as needed.

The representative handles teller transactions and customer requests, maintains and balances cash, and supports branch security and opening and closing procedures. The role also performs administrative and compliance tasks, including preparing reports and forms, assisting with audits, and completing required compliance training by assigned due dates. Employees working 25 or more hours per week are eligible for health benefits as described in the posting.

Requirements

• High school degree or GED required; additional experience may be considered in lieu of a degree.
• At least 1 year of customer service and cash-handling experience in a customer-facing role required.
• Excellent interpersonal skills, attention to detail, and customer service skills.
• Ability to work independently and collaborate effectively as a team member.
• Ability to make decisions using available information.
• Ability to understand customer loan requests and make appropriate referrals.
• Ability to understand customer requests for additional services and make appropriate referrals.
• Ability to inform customers about additional products and services and make appropriate referrals.
• Knowledge of applicable Bank policies and procedures.

Nice To Haves

• At least 1 year of experience in a banking environment with basic knowledge of bank deposit products and services preferred.
• Basic knowledge of bank deposit products and services.

Responsibilities

• Accept, verify, and process deposits, withdrawals, check cashing, payments, transfers, and transactions received by mail or night drop.
• Serve customers waiting in line efficiently while maintaining accuracy and complying with policies, procedures, security guidelines, and regulatory requirements.
• Assist customers with account reconciliation, copies of statements and checks, check orders, account closures, address changes, stop payments, debit card maintenance, and safe deposit box access.
• Assist at other branches as needed.
• Provide courteous and professional customer service in person and over the phone, and respond to inquiries accurately and promptly.
• Identify customer needs, explain relevant products and services, rates, fees, charges, restrictions, and features, and make appropriate referrals.
• Educate customers on mobile and online banking technology.
• Maintain and balance cash supplies, follow cash-handling procedures, and balance cash at the end of each shift.
• Review transactions for potential fraud, remain alert to scams, and refer unresolved issues to Branch Management or the appropriate departments.
• Assist with branch opening and closing while following security procedures.
• Gather data and process reports and forms, including Currency Transaction Reports, Reg CC, holds, and overdraft documentation, to support policy and regulatory compliance.
• Assist with branch audit functions as requested.
• Complete required compliance activities by assigned due dates.

Benefits

• Medical, prescription, dental, and vision coverage for employees and 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 and voluntary legal and identity theft services.
• 11 paid holidays, paid sick days accrued at one hour per 30 hours worked, up to 25 paid vacation days, and 16 hours of paid volunteer time per calendar year.
• Free personal checking and savings account.
• Discounted rates on primary residence loans with $0 origination fees, subject to restrictions.
• Eligible for Retail Incentive Plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED