Customer Service Representative

2 days ago


Hollister, California, United States Mechanics Bank Full time
Job Summary

Mechanics Bank is seeking a Customer Service Representative to provide exceptional customer service and support to our customers. As a key member of our team, you will be responsible for assisting customers with banking transactions, offering referrals for additional products and services, and delivering excellent customer service.

Key Responsibilities
  • Perform routine teller transactions, including deposits, withdrawals, check cashing, payments, transfers, and transactions received through the mail or the night drop.
  • Work quickly to service customers waiting in line while maintaining close attention to detail and complying with all policies, procedures, and regulatory guidelines.
  • Responsible for maintaining and balancing a cash supply for transactions performed, adhering to all cash handling policies and procedures, and balancing cash at the end of each shift.
  • Provide exemplary customer service, representing the Bank and its products and services with pride and enthusiasm, and identifying customer needs to capitalize on business referral opportunities.
  • Review customer transactions for red flags and fraudulent items, maintain awareness of current criminal scams used against banking customers, and prevent customers from becoming victims of fraud.
  • Assist customers with account reconcilement, copies of statements and checks, check orders, account closure, and safe deposit box entrances.
  • Gather data and process various reports and forms 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.
  • 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, attention to detail, and customer service.
  • Ability to work independently, make decisions using available information, and collaborate effectively as a team member.
  • Basic knowledge of Bank deposit products and services.
  • Ability to understand customer loan requests and make appropriate referrals.
What We Offer

Mechanics Bank offers a competitive salary, benefits package, and opportunities for professional growth and development. We are an equal opportunity employer and welcome applications from diverse candidates.



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