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Customer Service Representative
2 months ago
About the Role:
The Banking Operations Specialist is responsible for providing exceptional customer service and support to clients at Mechanics Bank. This role involves assisting customers with banking transactions, offering referrals for additional products and services, and delivering excellent customer service.
Key Responsibilities:
- Customer Service: Perform routine teller transactions, accept, verify, and process customer transactions according to established procedures and security guidelines.
- Cash Handling: Maintain and balance a cash supply for transactions performed, adhering to all cash handling policies and procedures.
- Product Knowledge: Provide information on bank products and services, identify customer needs, and build awareness of new products and services to capitalize on business referral opportunities.
- Compliance: Review customer transactions for red flags and fraudulent items, maintain awareness of current criminal scams, and prevent customers from becoming victims of fraud.
- Account Management: Assist customers with account reconcilement, copies of statements and checks, check orders, account closure, and safe deposit box entrances.
- Reporting: 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:
- Education: High School Degree or GED required.
- Experience: 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.
- Skills: 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.
