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Financial Service Specialist

2 months ago

Goleta, California, United States Mechanics Bank Full time
About the Role

Mechanics Bank is seeking a highly skilled and customer-focused Customer Service Representative to join our team at our Goleta Branch. As a key member of our banking team, you will be responsible for providing exceptional customer service, processing transactions, and promoting bank products and services.

Key Responsibilities
  • Transaction Processing: Perform routine teller transactions, including deposits, withdrawals, check cashing, payments, transfers, and transactions received through the mail or the night drop.
  • Cash Handling: Maintain and balance a cash supply for transactions performed, adhering to all cash handling policies and procedures.
  • Customer Service: Provide exemplary customer service, representing the Bank and its products and services with pride and enthusiasm. Identify customer needs, provide information on products and services, and build awareness of new products and services.
  • Red Flags and Fraud Prevention: Review customer transactions for red flags and fraudulent items, maintaining awareness of current criminal scams used against banking customers.
  • Account Management: Assist customers with account reconcilement, copies of statements and checks, check orders, account closure, and safe deposit box entrances.
  • Compliance and 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 required.
  • 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.