Customer Service Representative II

Customer Service Representative II

Mechanics Bank is currently searching for a Customer Service Representative II to join our team at our Capitol Hill 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 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 :

• Effectively interview and profile new and existing customers in order to recommend appropriate banking products and services.
• Effectively partner with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.
• Open and close customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
• Where appropriate, actively take 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.
• Participate in sales programs to generate new customers.
• Must sell financial products and services to meet referral goals and performance evaluation / personal goals.
• Maintain thorough knowledge of bank products and services.
• Actively listen to customers, and maintain a friendly, positive, professional attitude. Resolve difficult situations with creativity, tact and diplomacy.
• Support branch lobby management.
• Consistently demonstrate proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone.
• Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special.
• Participate in two community events per year.
• Perform 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.
• Balance cash drawer independently, maintain cash over and short record within Mechanics 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.
• Participate in branch audit functions.
• Follow Mechanics' policies and procedures and meet regulatory requirements.
• Perform all other duties as required.

Who you are :

Hourly : $20.76 - $24.13 - $28.17

Eligible for commission / incentive plan

Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. 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 :

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.

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.