Financial Services Associate

6 days ago


Paso Robles, California, United States Mechanics Bank Full time
Job Summary

We are seeking a highly skilled and detail-oriented Utility Universal Banker to join our team at Mechanics Bank. As a key member of our banking operations team, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities:
  • Customer Transactions: Perform routine teller transactions, new account transactions, and work directly with customers to ensure their banking needs are met.
  • Cash Handling: Maintain and balance a cash supply for transactions performed, ensuring accuracy and attention to detail.
  • Account Maintenance: Assist customers with account maintenance, online banking, and mobile banking services, providing support and guidance as needed.
  • Business Development: Work closely with customers to understand their financial needs and provide recommendations for banking products and services that meet their goals.
Requirements:
  • Excellent Communication Skills: Possess strong verbal and written communication skills, with the ability to effectively interact with customers and colleagues.
  • Attention to Detail: Demonstrate a high level of accuracy and attention to detail in all aspects of the job, including cash handling and customer transactions.
  • Problem-Solving Skills: Possess strong problem-solving skills, with the ability to think critically and resolve customer issues in a timely and professional manner.


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