Customer Service Representative I

Customer Service Representative I

Mechanics Bank is currently searching for a full time Customer Service Representative I to join our team at our San Marcos Branch. This position is responsible for performing a variety of teller services such as processing deposits, withdrawals, and payments. Process automatic transfers and update customer account information. Where appropriate, explore customer needs and cross-sell bank services. Make appropriate referrals to other business units for non-banking products. At all times, provide superior customer service.

What You Will Do

• Teller Activities
• Provides daily deposit services such as handling deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, and other related matters.
• Maintains cash handling within prescribed limits, accurately count, receive and disburse cash, correctly handle mutilated and bait currency.
• Balances cash drawer independently, maintain cash over and short record within Mechanics Bank's compliance policy.
• New Accounts/Sales Activities
• Familiar with all bank products and services. May occasionally be assigned new account responsibilities.
• Where appropriate, actively takes advantage of all sales opportunities to cross-sell bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Make referrals to other business units for non-banking products.
• Participates in sales programs to generate new customers.
• Must sell financial products and services to meet referral goals and performance evaluation/personal goals.
• Obtains profitability and personal goals outlined in both incentive programs and performance evaluations.
• Service Activities
• Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone.
• Actively listens to our customers by communicating the customer's value, thereby maintaining a friendly, positive and professional attitude.
• Resolves difficult situations using the HEAL guidelines of Hearing out the customer, Easing the tension, Acting to improve the situation, and Leaving a positive impression.
• Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special.
• Participates in two community events per year.
• Operational Activities
• Performs responsibilities such as filing and maintaining signature cards and certificate copies.
• As requested, assists with branch audit functions.
• Follows Mechanics Bank's policies and procedures and all regulatory requirements.
• Performs all other duties as required.

Who You Are

• High school diploma or equivalent.
• Demonstrated success in cross-selling banking services preferred.
• Strong math and computer skills are required.
• Excellent written and oral communication skills are required.
• Six months of cash handling, customer service, and sales experience preferred with prior banking experience a plus.
• Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner.
• Must possess good judgment, and the ability to accept responsibility and handle confidential information.
• Ability to work quickly and accurately, to analyze information and make decisions.
• Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices.
• Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects. Frequent (up to 2/3 of the time) standing. Walking, sitting, bending and reaching occasionally and for brief periods of time.

Pay Range: $20.00 - $25.00 hourly

Eligible for Retail Incentive Plan

Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes:

• Medical, prescription, dental, and vision coverage for employees and their eligible family members
• Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
• Health Savings Account with employer contribution
• Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
• 401(k) and Roth 401(k) with company contribution
• 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
• Supplemental Health plans, Voluntary Legal and Identity Theft Services
• 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
• Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

• 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.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank.