Customer Service Representative

Responsibilities

• Transaction Processing
• Works quickly to service customers waiting in line but maintains close attention to detail and complies with all policies, procedures and regulatory guidelines.
• Assists customers with account reconcilement, copies of statements and checks, orders checks, account closures, address changes, stop payments, debit card maintenance, and safe deposit box entrances.
• Assists at other branches as needed.
• Customer Services & Sales
• Provides exemplary customer service both in person and over the phone. Represents the Bank to the customer both in conduct and attire in a courteous and professional manner. Responds to inquiries accurately, promptly, and efficiently.
• Identifies additional customer needs and make recommendations through proactive conversations with customers. Defines features and benefits or products and services, as well as providing customers with information on rates, services charges, fees, and restrictions and other related information.
• Educates customers on banking technology, such as mobile and online banking.
• Cash Handling & Security
• 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.
• Reviews customer transactions for red flags and fraudulent items. Maintains an awareness of criminal scams used against banking customers. Refers customers to Branch Management and the proper departments for issues that cannot be resolved at the teller line.
• Assists in the opening and closing of the branch, following established security procedures.
• Administrative & Compliance Tasks
• 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.
• As requested, assists with branch audit functions.
• Completes required compliance by assigned due dates.
• Travel 0-10%.

Requirements

• High School or GED required.
• 1 year minimum Customer Service Experience required.
• 1 year minimum Cash Handling Experience in Customer Facing Role.
• 1 year minimum Experience in a Banking Environment with Basic Knowledge of Bank Deposit Products and Services.
• Excellent interpersonal skills and customer service.
• Ability to work independently and collaborate effectively as a team member.
• Ability to make decisions using information available.
• Excellent interpersonal skills, attention to detail, and customer service.
• Basic knowledge of Bank deposit products and services.
• Ability to understand client loan requests and make appropriate referrals.
• Ability to understand client requests for additional services and make appropriate referrals.
• Ability to make clients aware of additional products and services and make appropriate referrals.
• Knowledge of applicable Bank policies and procedures.
• 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 - $25.00 hour

Benefits

Additional Information

Mechanics Bank is looking for a 35 hr Customer Service Representative for the Orcutt-Oak Knolls Branch in Santa Maria, CA. Under general supervision, but in line with established policies and procedures, performs basic to moderately complex banking transactions. Delivers a high level of service by accurately processing transactions, resolving inquiries, and performing account maintenance. Actively assists customers, pays close attention to detail, and offers referrals for additional products and services. 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.

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