Customer Service Representative II

Mechanics Bank; Burbank (CA); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Health benefits

Paid holidays

Paid vacation

401(k) plan

Employee assistance program

Job summary

Mechanics Bank is seeking a Customer Service Representative II at the Burbank Branch to service and grow customer relationships. You will handle accounts, provide teller services, and support sales efforts by cross-selling appropriate banking products and services.

The role emphasizes top-notch customer care and accurate banking operations. Requirements include 2+ years of cash handling and customer service experience, with banking knowledge and strong communication.

Qualifications

• Minimum of 2 years cash handling and customer service experience.
• Banking experience preferred; cross-selling banking products.
• Excellent written and oral communication skills.
• Able to work under deadlines with strong judgment and discretion.

Responsibilities

• Open and close customer accounts including checking, savings, money markets, CDs, and IRAs.
• Provide teller services: deposits, withdrawals, transfers, and balancing.
• Identify sales opportunities and refer to other business units.
• Maintain thorough knowledge of bank products and services.
• Deliver exceptional customer service using STAR qualities.

Skills

Cash handling

Customer service

Cross-selling

PC experience

Word

Excel

Teller software

Education

High school diploma or equivalent

Tools

Teller software

Word

Excel

Job description

Mechanics Bank is currently searching for a full time Customer Service Representative II to join our team at our Burbank Branch. This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The Customer Service Representative II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to Mechanics Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of Mechanics Bank products and services. Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts. Perform processing tasks such as making automatic transfers, updating records and balancing. At all times, provide superior customer service.

What you will do:

New Accounts/Sales Activities Effectively interviews and profiles new and existing customers in order to recommend appropriate banking products and services. Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience. Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs. Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Makes referrals to other business units for non-banking products. Participates in sales programs to generate new customers. Must sell financial products and services to meet referral goals and performance evaluation/personal goals. Maintains thorough knowledge of bank products and services. Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy. Supports branch lobby management. Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone. Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special. Participates in two community events per year.

Teller Activities

Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers and other related matters. Balances cash drawer independently, maintains cash over and short record within Mechanics Banks compliance policy. May be assigned the control of the vault cash. Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily. Effectively perform project responsibilities as assigned such as processing and balancing ATM, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation. Effectively assist other CSRs in the completion of work assignments and balancing.

Operational Activities

Participates in branch audit functions. Follows Mechanics Bank policies and procedures and meet regulatory requirements. Performs all other duties as required.

Service Activities

Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy. Supports branch lobby management. Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone. Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special. Participates in two community events per year.

Who you are:

• Minimum of 2 years cash handling and customer service experience. Banking experience preferred. Some experience in opening new deposit accounts preferred. Additional experience may be considered in lieu of degree. Demonstrated success in cross-selling banking services and products. Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner. Excellent written and oral communication skills are required. PC experience required. Word, Excel and teller/bank software preferred. Must be a self-starter, dependable, able to work within deadlines under pressure. Must possess good judgment, and the ability to accept responsibility and handle confidential information. Ability to work quickly and accurately, to analyze information and make decisions. Willingness to assume additional responsibilities/duties/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. 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.

Pay Range:

$20.00 - $24.00 hourly Eligible for Retail Incentive Plan

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.

Equal Opportunity 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. 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 California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank’s most reasonable and genuinely expected benefits offered for this position.

About Mechanics Bank

Backed by exceptional capital strength and substantial assets, we are a resilient and resourceful California bank whose core banking and lending principles reflect that of a community bank. For over a century, it has been our foremost commitment to exceed our clients’ expectations every day. With a footprint spanning the state of California, we serve individuals, small and middle-market businesses, and large corporations with a full range of banking, wealth management and other financial products and services. Our leaders bring diverse backgrounds and experience, and work together to deliver for our clients by embracing a culture that values accountability, teamwork and celebrating success. Our collaborative culture fuels the Bank’s ongoing achievements, allowing us to grow and make a genuine difference in the communities we serve. We also strive to ensure that all employees feel respected and valued based on who they are. When we harness the power of our differences, we achieve more together.

Learn about our History & Heritage Learn about our Strength & Stability Learn about our Community Commitment

Mechanics Bank is a Member FDIC and Equal Housing Lender.