Mechanics Bank is currently searching for a full time Customer Service Representative II to join our team at our Wedgewood Branch.
Under general supervision, independently performs basic to moderately complex banking transactions. Actively assists customers, pays close attention to detail, 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.At all times, provide superior customer service.
What you will do:
Teller Activities:
Provides daily deposit services such as handling deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, and other related matters.
Maintains cash handling within prescribed limits, accurately count, receive and disburse cash, correctly handle mutilated and bait currency.
Balances cash drawer independently, maintain cash over and short record within Mechanics Bank's compliance policy.
New Accounts/Sales Activities:
Familiar with all bank products and services. May occasionally be assigned new account responsibilities.
Where appropriate, actively takes advantage of all sales opportunities to cross-sell bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Make referrals to other business units for non-banking products.
Participates in sales programs to generate new customers.
Must sell financial products and services to meet referral goals and performance evaluation/personal goals.
Obtains profitability and personal goals outlined in both incentive programs and performance evaluations.
Service Activities:
Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone.
Actively listens to our customers by communicating the customer’s value, thereby maintaining a friendly, positive and professional attitude.
Resolves difficult situations using the HEAL guidelines of Hearing out the customer, Easing the tension, Acting to improve the situation, and Leaving a positive impression.
Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special.
Participates in two community events per year
Operational Activities:
Performs responsibilities such as filing and maintaining signature cards and certificate copies.
As requested, assists with branch audit functions.
Follows Mechanics Bank’s policies and procedures and all regulatory requirements.
Performs all other duties as required.
Who you are:
High school diploma or GED required.
1 year minimum Customer Service Experience required.
1 year minimum Cash Handling Experience in Customer Facing Role required.
Strong math and computer skills are required.
Excellent written and oral communication skills are required.
Experience in a Banking Environment with Basic Knowledge of Bank Deposit Products and Services preferred.
Demonstrates success in cross-selling banking services preferred.
Additional experience may be considered in lieu of degree.
Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner.
Must possess good judgment, and the ability to accept responsibility and handle confidential information.
Ability to work quickly and accurately, to analyze information and make decisions.
Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices.
Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects. Frequent (up to 2/3 of the time) standing. Walking, sitting, bending and reaching occasionally and for brief periods of time.
ADA Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close vision.
The noise level in the work environment is usually moderate.
#LI-HW1
Pay Range: $21.30 - $27.71 hourly
Eligible for Retail Incentive Plan
Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:
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)
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
Please view Equal Employment Opportunity Posters provided by OFCCP here.
To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank
[1] The benefits listed in this job posting reflect the Bank’s most reasonable and genuinely expected benefits offered for this position.