Customer Service Representative

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

Benefits offered by this job

Health benefits

Paid holidays

Paid vacation

Employee assistance program

Job summary

Mechanics Bank is seeking a Customer Service Representative to join our team in California. This on-site role focuses on delivering high-quality service while processing banking transactions, resolving inquiries, and maintaining accounts.

You will handle cash, assist customers with referrals to banking products, and ensure compliance with bank policies. A High School Diploma or GED and at least one year of banking and customer service experience are required.

Qualifications

• High School Degree or GED required.
• Minimum 1 year experience in a banking environment.
• 1 year in customer service and cash handling in a customer-facing role.
• Excellent interpersonal skills, attention to detail, and customer service.
• Ability to work independently and as part of a team.
• Ability to understand customer requests and make referrals.
• Knowledge of applicable bank policies and procedures.

Responsibilities

• Transaction Processing
• Customer Services & Sales
• Cash Handling & Security
• Administrative & Compliance Tasks
• Travel: 0-10%

Skills

Customer service

Cash handling

Interpersonal skills

Attention to detail

Team collaboration

Education

High School Diploma or GED

Job description

Mechanics Bank is currently searching for a Customer Service Representative to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site.

Under general supervision, but in line with established policies and procedures, performs basic to moderately complex banking transactions. Delivers a high level of service by accurately processing transactions, resolving inquiries, and performing account maintenance. Actively assists customers, pays close attention to detail, and offers referrals for additional products and services. Responsible for the operational quality and accuracy of their work, including cash balancing processes. Follows all related policies and procedures and compliance with all banking regulations.

What you will do:

• Transaction Processing

• Customer Services & Sales

• Cash Handling & Security

• Administrative & Compliance Tasks

• Travel: 0-10%

Who you are:

• High School Degree or GED required. Additional experience may be considered in lieu of degree.

• Minimum of 1 year experience in a banking environment with basic knowledge of bank deposit products and services.

• 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.

• Ability to understand customer requests for additional services and make appropriate referrals.

• Ability to make customers aware of additional products and services and make appropriate referrals.

• Knowledge of applicable Bank policies and procedures.

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-AS1

Pay Range:$20.00 - $25.00hourly

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[1]:

• 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 OFCCPhere.

• 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

[1] The benefits listed in this job posting reflect the Bank’s most reasonable and genuinely expected benefits offered for this position.