Customer Service Representative at Mechanics Bank in Santa Maria, California

Posted in Other 3 days ago.

Job Description:

Mechanics Bank is seeking a Customer Service Representative (Teller)for our East Main Street Branch in Santa Maria, CA.

In this role, you willprovide basic to more complex banking transactions. Under general supervision, independently performs basic to moderately complex banking transactions. Actively assists customers, pays close attention to detail, and offers referrals for additional products and services. Delivers excellent customer service.

What you will do:

  • Performs routine teller transactions and works directly with clients. Works quickly to service clients waiting in line but maintains close attention to detail. Responsible for maintaining and balancing a cash supply for transactions performed.

  • Adheres to all cash handling policies and procedures and balances cash at the end of each shift.

  • Accepts, verifies, and processes basic to more complex client transactions according to established procedures and security guidelines. Transactions include deposits, withdrawals, check cashing, payments, book transfers, and transactions received through the mail or the night drop.

  • Assists customers with account reconcilement, copies of statements and checks, check orders; account closure, and safe deposit entrances.

  • Represents the Bank and its products and services with pride and enthusiasm. Senses and responds to customer needs. Identifies and pursues new or related customer opportunities for additional products and/or services. Provides quality referrals to business partners.

  • Reviews client transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking clients. Prevents clients from becoming victims of fraud. .

  • Gathers data and processes various reports and forms (e.g., Currency Transaction Reports, Reg CC, holds, overdraft, etc.) to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs.

  • Completes required compliance training in a timely manner. Participates in branch, Region, and Bank campaigns.

Who you are:

  • Excellent interpersonal skills and customer service.

  • Ability to work independently and collaborate effectively as a team member.

  • Ability to make decisions using information available.

  • Excellent interpersonal skills, attention to detail, and customer service.

  • Basic knowledge of Bank deposit products and services.

  • Ability to understand client loan requests and make appropriate referrals.

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

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

  • Knowledge of applicable Bank policies and procedures.

  • Minimum High School Degree

  • 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