On-Site Banker: Customer Service & Cash Handling Pro

Mechanics Bank

Pismo Beach (CA)

On-site

USD 28,000 - 34,000

Full time

31 hours ago
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Benefits offered by this job

Health benefits
401(k) plan
Paid holidays
Paid vacation

Job summary

Mechanics Bank in California is seeking a Customer Service Representative to join our on-site team. This role performs teller-like transactions, delivers a high level of service, and supports branch operations with accuracy and compliance.

You will handle deposits, withdrawals, account maintenance, referrals for products, and cash balancing, while providing friendly, knowledgeable assistance to customers. The position emphasizes in-person service, teamwork, and adherence to bank policies.

Qualifications

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

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.
  • Works quickly to service customers waiting in line but maintains close attention to detail and complies with all policies and regulatory 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.
  • Gathers data and processes various reports to ensure compliance with bank policies and regulatory programs.

Skills

Customer service
Cash handling
Attention to detail
Interpersonal skills
Teamwork

Education

High School Degree or GED

Job description

Mechanics Bank in California is seeking a Customer Service Representative to join our on-site team. This role performs teller-like transactions, delivers a high level of service, and supports branch operations with accuracy and compliance.

You will handle deposits, withdrawals, account maintenance, referrals for products, and cash balancing, while providing friendly, knowledgeable assistance to customers. The position emphasizes in-person service, teamwork, and adherence to bank policies.

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