Banking Professional

2 weeks ago


San Luis Obispo, California, United States Mechanics Bank Full time
Job Title: Universal Banker

Mechanics Bank is seeking a skilled Universal Banker to join our team at our San Luis Obispo Santa Rosa Branch. As a Universal Banker, you will be responsible for providing exceptional customer service, performing basic to moderately complex banking transactions, and maintaining the operational quality and accuracy of your work.

Key Responsibilities:
  • Perform routine teller transactions and work directly with customers, accepting, verifying, and processing transactions according to established procedures and security guidelines.
  • Provide comprehensive deposit services to individuals, fiduciary, and small businesses, promoting the full range of deposit products and services that best meet the client's needs.
  • Assist customers with account maintenance, online banking, mobile banking, and other complex account issues, resolving concerns presented by clients.
  • Review client transactions for red flags and fraudulent items, maintaining awareness of current criminal scams used against banking clients.
  • Receives and processes or refers consumer loan and small business loan applications, reviewing small business loan packages for required documentation.
Requirements:
  • High School Degree or GED required.
  • Minimum of 2 years of customer service experience required.
  • Minimum of 1 year banking and cash handling experience required.
  • Excellent interpersonal skills (verbal and written), attention to detail, and customer service.
  • Ability to work independently and collaborate effectively as a team member.

Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.



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