Customer Service Representative III

Customer Service Representative III

Mechanics Bank is currently searching for a full time Customer Service Representative III to join our team at our Lake Grove Branch.

This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The Customer Service Representative III 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 Bank 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.

New Accounts / Sales Activities

• Effectively interviews and profiles customers in order to recommend appropriate banking products and services.
• Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.
• Processes complex transactions such as changing account ownership, living trusts, guardianship accounts, and estate assignments.
• Originates consumer loans, acting as customer advocate to ensure prompt processing of consumer loans.
• Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
• Where appropriate, actively takes 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.
• Participates in sales programs to generate new customers.
• Must sell financial products and services to meet referral goals and performance evaluation / personal goals.
• Maintains thorough knowledge of bank products and services.

Service Activities

Teller Activities

Operational Activities

Who you are :

Pay Range : $20.50 - $27.00 hourly

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.