Banking Services Lead

3M HEALTHCARE; Fresno (CA); On-site; USD 31,684 - 39,950; Full time

Benefits offered by this job

Health benefits

Medical, dental, vision coverage

401(k) and Roth 401(k)

Paid holidays and vacation

Employee assistance program

Job summary

Mechanics Bank in Fresno is seeking a Banking Services Lead to independently perform teller, new account, and maintenance transactions at the Fresno Branch, delivering exceptional customer service and supporting the Retail Banking Services Officer with operations and reporting.

The role requires strong customer service, attention to detail, and the ability to work both independently and as part of a team, while ensuring compliance with bank policies and federal/regulatory requirements.

Qualifications

• High School Diploma or GED required, or equivalent education and experience.

Responsibilities

• Perform routine teller transactions and work directly with customers.
• Accept, verify, and process deposits, withdrawals, check cashing, payments, transfers, and mail/night drop transactions.
• Balance cash and maintain cash supply at end of shift.
• Assist in ensuring branch operational soundness and monitor cash levels.
• Complete and review daily, weekly, monthly, quarterly, semi-annual, and annual tasks.
• Lead and direct Customer Service Representatives and Universal Bankers as needed.
• Set and implement operational priorities and processes for the office.
• Provide service for accounts, online banking, mobile banking, and resolve complex issues.
• Review customer transactions for red flags and fraud, stay aware of scams.

Skills

Customer service

Time management

Teamwork

Attention to detail

Independent work

Decision making

Banking operations

Regulatory knowledge

Notary license

Education

High School Diploma or GED

Job description

Overview

Mechanics Bank is currently searching for a Banking Services Lead to join our team at our Fresno Branch. Under general supervision, the role independently and accurately performs the full range of teller, new account, and maintenance transactions according to established procedures. The candidate delivers excellent customer service, works closely with the sales team, and supports the Retail Banking Services Officer with operational tasks and reporting.

Responsibilities

• Perform routine teller transactions and work directly with customers.
• Accept, verify, and process basic to complex customer transactions, including deposits, withdrawals, check cashing, payments, transfers, and mail or night drop transactions.
• Adhere to all cash handling policies and procedures, balance cash at the end of each shift, and maintain a cash supply for transactions performed.
• Assist the Retail Operations Manager in ensuring branch operational soundness and monitor overall cash levels.
• Complete and review daily, weekly, monthly, quarterly, semi‑annual, and annual operational tasks.
• Lead and direct the activities of Customer Service Representatives and Universal Bankers as needed.
• Set and implement operational priorities and processes for the office.
• Provide extraordinary service to customers, assist with account maintenance, online banking, mobile banking, and resolve complex account issues.
• Review customer transactions for red flags, fraud, and maintain awareness of current scams and fraud prevention.
• Represent the Bank and its products and services with enthusiasm, identify and present new or additional products.
• Maintain compliance with internal operational standards and Federal and State regulations, including Bank Secrecy Act/Anti‑Money Laundering policies.

Qualifications

• High School Diploma or GED required, or equivalent education and experience.
• Notary license preferred.
• Minimum three years of banking operations experience.
• Excellent interpersonal, customer service, and time‑management skills.
• Ability to work independently and collaborate effectively in a team.
• Ability to make decisions and review/approve other employee decisions.
• Attention to detail and strong organizational ability.
• Extensive knowledge of bank deposit products, alternative services, and vendor‑provided products.
• Knowledge of applicable Federal and State banking regulations, and retail office operations.

Benefits

• Pay Range: $23.00 – $29.00 hourly, eligible for Retail Incentive Plan.
• Health benefits effective the first day of the month following or coinciding with hire date for employees working 25 hours or more per week.
• Medical, prescription, dental, and vision coverage for employees and 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 and paid sick days (accrual of one hour for every 30 hours worked).
• Up to 25 paid vacation days, 16 hours of paid volunteer time annually.
• Free personal checking and savings account; discounted rates on primary residence loan with $0 origination fees (restrictions apply).

Employment Information

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 disability. We provide reasonable accommodations to enable individuals with disabilities to perform the essential functions of this position.