Customer Service Representative

Responsibilities

• Responsible for maintaining and balancing a cash supply for transactions performed. Adheres to all cash handling policies and procedures and balances cash at the end of each shift.
• Assists customers with account reconcilement, copies of statements and checks, check orders; account closure, and safe deposit box entrances.
• 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.

Requirements

• High School Degree or GED required.
• 1 year minimum cash handling experience in a customer facing role or experience in a banking environment with basic knowledge of bank deposit products and services required.
• Experience in a Banking Environment with Basic Knowledge of Bank Deposit Products and Services preferred.
• Additional experience may be considered in lieu of degree.
• 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.
• 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.
• 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-JM1
• Pay Range: $20.00 - $24.00 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]:
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Benefits

Additional Information

Mechanics Bank is currently searching for a part time Customer Service Representative to join our team at our Solvang Branch. The Customer Service Representative is responsible for assisting customers with banking transactions 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.

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