Customer Service Representative

Mechanics Bank is currently searching for a full-time Customer Service Representative to join our team at our Santa Maria E. Main Branch. The Customer Service Representative is responsible for assisting customers with banking transactions and offering referrals for additional products and services. The role delivers excellent customer service and is responsible for the operational quality and accuracy of their work, including cash balancing processes. The employee follows all related policies and procedures, complies with all banking regulations, and works with the leadership team to achieve personal goals in deposit growth, business relationship growth, consumer relationship growth, and operational soundness. What you will do: Perform routine teller transactions working directly with clients. Accepts, verifies, and processes basic to more complex customer transactions according to established procedures and security guidelines. Transactions include deposits, withdrawals, check cashing, payments, transfers, and transactions received through the mail or the night drop. Works quickly to service customers waiting in line while maintaining close attention to detail and complying with all policies, procedures, and regulatory guidelines. Maintain and balance a cash supply for transactions performed. Adhere to all cash handling policies and procedures and balance cash at the end of each shift. 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, build awareness of new products, and capitalize on business referral opportunities. Provide additional information to customers regarding the bank’s special promotions. Review customer transactions for red flags and fraudulent items. Maintain awareness of current criminal scams used against banking customers, prevent customers from becoming victims of fraud, and refer customers to Branch Management or the proper department for issues that cannot be resolved at the teller line. Represent the Bank and its products and services with pride and enthusiasm, identify customer needs, provide information on products and services, build awareness of new products, and capitalize on business referral opportunities. 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 (e.g., Currency Transaction Reports, Reg CC, holds, overdraft, etc.) to ensure compliance with Bank policies and procedures, the Bank Secrecy Act/Anti‑Money Laundering, and regulatory compliance programs. Who you are: 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. Additional experience may be considered in lieu of a degree. 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. Ability to understand customer requests and provide awareness of additional products and services to make appropriate referrals. ADA Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. The noise level in the work environment is usually moderate. #LI-JM1 Pay Range: $20.00 - $24.00 hourly Eligible for Retail Incentive Pay 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. #J-18808-Ljbffr