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 their Glendora Branch. The Customer Service Representative is responsible for assisting customers with banking transactions and offers referrals for additional products and services. They deliver excellent customer service, are responsible for the operational quality and accuracy of their work, including cash balancing processes, and follow all related policies, procedures, and banking regulations. The role works with the leadership team to achieve personal goals in areas of deposit growth, business relationship growth, consumer relationship growth, and operational soundness. Mechanics Bank is a resilient and resourceful California bank with a century-long commitment to exceeding client expectations. 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 across California. The bank values accountability, teamwork, and celebrating success, fostering a collaborative culture that drives achievements and community impact, while ensuring all employees feel respected and valued.

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.
Accept, verify, and process basic to more complex customer transactions according to established procedures and security guidelines.
Work quickly to service customers waiting in line, but maintain close attention to detail and comply with all policies, procedures and regulatory guidelines.
Maintain and balance a cash supply for transactions performed.
Adhere to all cash handling policies and procedures and balance cash at the end of each shift.
Provide exemplary customer service.
Represent 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.
Provide additional information to customers regarding bank’s special promotions.
Review customer transactions for red flags and fraudulent items.
Maintain awareness of current criminal scams used against banking customers.
Prevent customers from becoming victims of fraud.
Refer customers to Branch Management and the proper department for issues that cannot be resolved at the teller line.
Assist customers with account reconcilement, copies of statements and checks, check orders; account closure, and safe deposit box entrances.
Gather data and process 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)