Customer Service Representative

Role Overview

Mechanics Bank is seeking a full‑time Customer Service Representative at our El Cerrito Branch to perform banking transactions and provide high‑level customer service.

• Perform routine teller transactions (deposits, withdrawals, check cashing, payments, transfers, mail or night drop transactions) with accuracy.
• Assist customers with account reconciliations, statement copies, check orders, account closures, address changes, stop payments, debit card maintenance, and safe deposit box entrances.
• Provide exemplary customer service in person and over the phone, represent the bank courteously, and identify additional customer needs for product referrals.
• Educate customers on banking technology such as mobile and online banking.
• Maintain and balance cash supply; review transactions for red flags and potential fraud; stay aware of criminal scams.
• Follow cash handling policies, balance cash at shift end, and adhere to all security procedures.
• Assist with branch opening and closing, complying with security procedures.
• Gather data and process compliance reports (Currency Transaction Reports, Reg CC, etc.) to support BSA/AML compliance.
• Assist branch audit functions and complete required compliance by assigned due dates.

• 0-10% travel may be required.

• High School Diploma or GED required; additional experience may substitute for degree.
• Minimum one year banking experience with basic knowledge of deposit products preferred.
• Minimum one year customer service and cash handling experience in a customer‑facing role required.
• Excellent interpersonal skills, attention to detail, strong customer service orientation.
• Ability to work independently and collaborate with team members.
• Ability to make decisions using available information.
• Basic knowledge of bank deposit products and services; ability to understand customer loan requests and make appropriate referrals.
• Knowledge of applicable bank policies and procedures.

Physical demands include sitting, talking, using hands, occasionally standing, walking, and lifting up to 10 pounds. Vision requirement: close vision. Noise level is moderate.

Pay Range: $20.00 – $23.00 per hour. Eligible for Retail Incentive Plan.

• Medical, prescription, dental, and vision coverage for employees and eligible family members.
• Employer‑paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits.
• Health Savings Account with employer contribution.
• Healthcare and Dependent Care Flexible Spending Accounts;
  Commuter/Parking Benefit.
• 401(k) and Roth 401(k) with company contribution.
• 529 Education Savings plan, Tuition Reimbursement Program, Student Loan Assistance.
• Supplemental Health plans, Voluntary Legal and Identity Theft Services.
• 11 paid holidays; paid sick days with accrual; up to 25 paid vacation days; 16 hours paid volunteer time per year.
• Free personal checking and savings account; discounted primary residence loan rates (restrictions apply).

Mechanics Bank is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, disability, gender identity, or other protected characteristics. See Equal Employment Opportunity Posters provided by OFCCP.