Bank Teller & Customer Experience Specialist

Mechanics Bank; Harbor Pines (CA); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Health benefits

Paid holidays

Paid time off

401(k) and company contributions

Employee assistance program

Job summary

Mechanics Bank is seeking a Customer Service Representative to join our on-site team. You will process teller transactions, assist customers with inquiries, and maintain cash security while ensuring compliance with banking regulations.

The role emphasizes high-quality service, product referrals, and knowledge of banking technology. A High School degree and banking experience are preferred.

Qualifications

• High School Degree or GED required.
• Minimum 1 year experience in a banking environment with basic knowledge of bank deposit products and services preferred.
• 1 year in customer service and cash handling experience in a customer facing role required.
• Excellent interpersonal skills, attention to detail, and customer service.
• Ability to work independently and collaborate effectively as a team member.
• Ability to make decisions using information available.
• Basic knowledge of Bank deposit products and services.
• Ability to understand customer loan requests and make appropriate referrals.

Responsibilities

• Performs routine teller transactions and works directly with clients.
• Accepts, verifies, and processes basic to more complex customer transactions according to established procedures and security guidelines.
• Assists customers with account reconcilement, copies of statements and checks, orders checks, account closures, address changes, stop payments, debit card maintenance, and safe deposit box entrances.
• Assists at other branches as needed.
• Provides exemplary customer service both in person and over the phone and recommends products/services.
• Educates customers on banking technology, such as mobile and online banking.
• Maintains cash balance and adheres to cash handling policies.
• Reviews transactions for red flags and refers issues to branch management.
• Gathers data and processes reports to ensure compliance with policies and regulatory programs.
• Travel: 0-10%.

Skills

Customer service

Cash handling

Interpersonal skills

Attention to detail

Independent work

Team collaboration

Decision making

Bank product knowledge

Education

High School Diploma or GED

Job description

Mechanics Bank is seeking a Customer Service Representative to join our on-site team. You will process teller transactions, assist customers with inquiries, and maintain cash security while ensuring compliance with banking regulations.

The role emphasizes high-quality service, product referrals, and knowledge of banking technology. A High School degree and banking experience are preferred.