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Job Responsibilities : Customer Service Representative

Salary : $36000 Per Year

Company : Mechanics Bank

Location : 400 Alta Street, Gonzales, CA 93926 US

Educational requirements : High School

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Mechanics Bank is currently searching for a Customer Service Representative
. In this role you will independently perform basic to moderately complex banking transactions. Actively assist customers pay close attention to detail and offer referrals for additional products and services. Deliver excellent customer service. Responsible for the sales and servicing of all bank products and services. Work with the sales team to achieve personal goals in the areas of deposit growth business relationship growth and consumer relationship growth.
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. Identify customer needs provide information on products and services. Build awareness of new products and services and identify customer needs to capitalize on the business referral opportunities. Provides additional information to customers regarding bank’s special promotions.
  • 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. Refer customers to Branch Management and the proper department for issues that cannot be resolved at the teller line.
  • 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.
  • Keeps a clean organized work area and a professional appearance. Completes required compliance training in a timely manner. Participates in branch Region and Bank campaigns.
Who you are:
  • Excellent interpersonal skills attention to detail and customer service.
  • Ability to work independently and collaborate effectively as a team member.
  • Ability to make decisions using information available.
  • 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.
  • High School Degree/GED required
  • 0 to 3 years of experience
  • 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


  • 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

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