Customer Service Representative

Orinda, CA, United States

Customer Service Representative page is loaded Customer Service Representative Apply locations Orinda, California time type Full time posted on Posted 15 Days Ago job requisition id R4365 Mechanics Bank is currently searching for a full time Customer Service Representative to join our team at our Orinda Branch .

In this role, you will independently perform basic to moderately complex banking transactions. Actively assist customers with transactions and offer referrals for additional products and services. Deliver excellent customer service with a high attention to detail. Responsible for the sales and servicing of all bank products and services. Work with the sales team to achieve personal goals in the areas of deposit, business relationship and consumer relationship growth.

What you will do:

Perform routine teller transactions and works directly with clients. Work quickly to service clients waiting in line but maintains close attention to detail. Responsible for maintaining and balancing a cash supply for transactions performed.

Adhere to all cash handling policies and procedures and balances cash at the end of each shift.

Accept, verify, and process basic to more complex client transactions according to established procedures and security guidelines. Transactions include deposits, withdrawals, check cashing, payments, book transfers, and transactions received through the mail or the night drop.

Assist customers with account reconcilement, copies of statements and checks, check orders; account closure, and safe deposit entrances.

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 client transactions for red flags and fraudulent items. Maintain awareness of current criminal scams used against banking clients. Prevent clients from becoming victims of fraud. Refer customers to Branch Management and the proper department for issues that cannot be resolved at the teller line.

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.

Keep a clean, organized work area and a professional appearance. Complete required compliance training in a timely manner. Participate in branch, Region, and Bank campaigns.

Who you are:

High School Degree or GED required.

Minimum of 1 year 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 (verbal and written), attention to detail, and customer service.

Regular and predictable attendance required.

Ability to problem solve and provide solutions to customer issues with resources available.

Work independently and collaborate effectively as a team member.

Ability to understand client requests for additional products and services and make appropriate referrals.

Advise clients of additional products and services and make appropriate referrals.

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Pay Range: $20.00 - $22.00 hourly

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 https://www.mechanicsbank.com/California-Consumer-Residents

Backed by exceptional capital strength and substantial assets , we are a resilient and resourceful California bank whose core banking and lending principles reflect that of a community bank. For over a century, it has been our foremost commitment to exceed our clients’ expectations every day. With a footprint spanning the state of California, we serve individuals, small and middle-market businesses, and large corporations with a full range of banking, wealth management and other financial products and services.

Our leaders bring diverse backgrounds and experience, and work together to deliver for our clients by embracing a culture that values accountability, teamwork and celebrating success. Our collaborative culture fuels the Bank’s ongoing achievements, allowing us to grow and make a genuine difference in the communities we serve. We also strive to ensure that all employees feel respected and valued based on who they are. When we harness the power of our differences, we achieve more together.

Mechanics Bank is a Member FDIC and Equal Housing Lender.

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