Personal Banker at Mechanics Bank in Irvine, California

Posted in Banking 8 days ago.

Job Description:

Mechanics Bank is looking for our next Personal Banker based at our Irvine office. In this role, you will be responsible for supporting and delivering exceptional customer service to our portfolio of valued and high net worth clients. We have a fast paced, ever changing environment in the Commercial Banking Department that brings an opportunity to solve problems, career growth and building strong relationships with our clients. You will be the first level of contact performingclient facing functions for the operations area of the department whose focus is servicing a diverse portfolio of commercial clients. Mechanics Bank is current the 5th largest bank in California and we are growing.

What you will do:

  • Oversees a designated portfolio of Commercial Banking clients.

  • Opens all accounts for clients.

  • Enters Analysis related items and invoices to ensure accurate Company profitability.

  • Answers all client inquiries regarding accounts, products and services.

  • Provides highest level of service to all clients and maintain exemplary customer service standards primarily by telephone.

  • Effectively respond to client needs with emphasis on first call resolution.

  • Maintain strong product, operational and commercial banking knowledge in order to effectively resolve issues.

  • Comply with all Bank policies and procedures, regulations and compliance requirements in order to prevent losses and meet audit standards.

  • Prepare correspondence to clients and their designee's as appropriate.

  • Ensure completeness of legal documentation on new account set up.

  • Provides ongoing relationship servicing with current clients to maintain goodwill

  • Responds to customer inquiries and requests regarding account.

  • May represent the Bank in civic and community events to enhance the reputation of Mechanics Bank and expand business opportunities.

Who you are:

  • Minimum three to five years' experience as a Personal Banker or equivalent experience in a fast paced, ever changing environment.

  • Proficient with Fiserv Navigator system including Director and Weiland solutions, highly preferred.

  • Ability to effectively present information to clients and other employees of the Bank.

  • Understand Legal Documentation for various entities.

  • Thorough knowledge and understanding of business account documentation and requirements.

  • Understand products and services utilized by clients as well as the risks and benefits.

  • Understand the Wire Transfer agreement and the risk associated with approvals.

  • Be comfortable communicating critical information to clients within specific time constraints.

  • Successful and timely completion of assigned compliance training is required.

  • May be required to attend seminars and training classes, both internal and off site.

  • 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