Customer Service Representative II

Mechanics Bank; Bay Lake (FL); On-site; USD 27,552 - 33,062; Full time

Benefits offered by this job

Medical, prescription, dental, and vis

Employer-paid EAP

Life Insurance

AD&D

Disability benefits

Health Savings Account

401(k) and Roth 401(k)

Tuition Reimbursement Program

Student Loan Assistance

Paid holidays

Paid vacation

Job summary

Mechanics Bank on Hollywood Blvd in Florida is seeking a full-time Customer Service Representative II to support acquiring, retaining, and expanding customer relationships.

You will interview customers, open accounts, cross-sell banking products, perform teller duties, and uphold regulatory standards while delivering exceptional service. You will balance cash drawer, assist with audits, and participate in community events twice yearly.

Qualifications

• Minimum of 2 years of cash handling and customer service experience.
• Banking experience preferred; experience opening new deposit accounts is an advantage.
• Demonstrated success in cross-selling banking services and products.
• Strong customer relations skills and the ability to communicate and work well with employees and customers.
• Excellent written and oral communication skills required.
• PC experience required; Word, Excel, and teller/bank software preferred.

Responsibilities

• Interview and profile new and existing customers to recommend appropriate banking products and services.
• Partner with other business lines within the bank to identify sales opportunities and provide an outstanding customer experience.
• Open and close customer accounts, including checking, savings, money markets, certificates of deposit, and IRAs.
• Actively cross-sell bank products and services, ensuring recommended products meet the needs of the customer and meet referral goals.
• Make referrals to other business units for non-banking products.
• Perform teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, debit card requests, wire transfers, and verification of deposits.
• Balance cash drawer independently and maintain cash over/short records in compliance with Mechanics Bank policies.
• Assume control of vault cash when assigned, meeting cash shipment requirements and daily balances.
• Participate in branch audit functions and ensure adherence to regulatory requirements.
• Support branch lobby management and consistently demonstrate exceptional customer service using the STAR qualities.
• Resolve difficult situations with creativity, tact, and diplomacy.
• Participate in community events (twice a year) and look for ways to pleasantly surprise customers.

Skills

Customer service

Cash handling

Cross-selling

Communication

Education

High school diploma or equivalent

Tools

Word

Excel

Banking software

Job description

Mechanics Bank is currently searching for a full‑time Customer Service Representative II to join our team at our Hollywood Blvd Branch. This position is responsible for acquisition, retention, and expansion of new and existing customer relationships.

Responsibilities

• Interview and profile new and existing customers to recommend appropriate banking products and services.
• Partner with other business lines within the bank to identify sales opportunities and provide an outstanding customer experience.
• Open and close customer accounts, including checking, savings, money markets, certificates of deposit, and IRAs.
• Actively cross‑sell bank products and services, ensuring recommended products meet the needs of the customer and meet referral goals.
• Make referrals to other business units for non‑banking products.
• Perform teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, debit card requests, wire transfers, and verification of deposits.
• Balance cash drawer independently and maintain cash over/short records in compliance with Mechanics Bank policies.
• Assume control of vault cash when assigned, meeting cash shipment requirements and daily balances.
• Participate in branch audit functions and ensure adherence to regulatory requirements.
• Support branch lobby management and consistently demonstrate exceptional customer service using the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities.
• Resolve difficult situations with creativity, tact, and diplomacy.
• Participate in community events (twice a year) and look for ways to pleasantly surprise customers.

Qualifications

• Minimum of 2 years of cash handling and customer service experience.
• Banking experience preferred; experience opening new deposit accounts is an advantage.
• Demonstrated success in cross‑selling banking services and products.
• Strong customer relations skills and the ability to communicate and work well with employees and customers.
• Excellent written and oral communication skills required.
• PC experience required; Word, Excel, and teller/bank software preferred.
• Self‑starter, dependable, able to work within deadlines under pressure, and possess good judgment.
• Ability to work quickly and accurately, analyze information, and make decisions.
• Willingness to assume additional responsibilities, duties, and projects as they arise.
• High school diploma or equivalent.

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.

Pay Range

$20.00 – $24.00 hourly, eligible for Retail Incentive Plan.

Benefits

• 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.
• 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).

Equal Opportunity Employer Statement

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.

California Privacy Policy

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 the California Privacy Policy for Prospective Employees.