Sr. Personal Banker

Mechanics Bank • Irvine, CA

79d • $25 - $36 • Onsite

About The Position

Mechanics Bank is currently searching for a Sr. Personal Banker to join our team. This role will be working on-site. The Sr. Personal Banker is responsible for managing customer accounts and promoting banking products and services. They will assist customers with various banking transactions and are responsible for supporting and delivering quality customer service in a fast-paced, exciting, and ever-changing environment within the Commercial Servicing Department. The Personal Banker is the first level of contact performing client-facing functions for the operations area of the department, focusing on servicing a diverse portfolio of commercial clients. Personal bankers also strive to build and maintain strong customer relationships to ensure customer satisfaction and loyalty. Additionally, Senior Personal Bankers may be trained to review reports, assist other Personal Bankers with questions, and provide support to the Lead Personal Banker with complex customer requests.

Requirements

• High School or GED required.
• Minimum 5 years experience as a Personal Banker or equivalent.
• 5 years business new account opening experience required.
• New Account opening experience.
• Thorough understanding and knowledge of business account documentation and requirements.
• Must have a thorough understanding of all Bank policies and procedures, regulations and compliance requirements in order to prevent losses and meet audit standards.
• Understand Wire Transfer Agreement and risk associated with approvals.
• Comfortable in communicating critical information to clients under specific time constraints.

Nice To Haves

• Supervisory experience preferred.

Responsibilities

• Oversees a designated portfolio of Commercial Banking clients.
• Opens all accounts for clients.
• Answers all client inquiries regarding accounts, products and services.
• Provides the highest level of service to all clients and maintain exemplary customer service standards primarily by telephone.
• Effectively respond to client needs with emphasis on first call resolution.
• Maintain strong product, operational and commercial banking knowledge in order to effectively resolve issues.
• Consistently comply with all Bank policies and procedures, regulations and compliance requirements in order to prevent losses and meet audit standards.
• May represent the Bank in civic and community events to enhance the reputation of Mechanics Bank and expand business opportunities.
• May review and approve daily reports as assigned and trained.
• Performs other duties as assigned.

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: Senior
• Education Level: High school or GED