Customer Service Representative
Listed on 2026-02-28
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Customer Service/HelpDesk
Customer Service Rep, Bilingual, Bank Customer Service, Spanish Customer Service
Mechanics Bank is currently searching for a part time Customer Service Representative to join our team at our Salinas Westridge Branch.
OverviewThe Customer Service Representative is responsible for assisting customers with banking transactions and offering referrals for additional products and services. Delivers excellent customer service. Responsible for the operational quality and accuracy of their work, including cash balancing processes. Follows all related policies and procedures and compliance with all banking regulations. Works with leadership to achieve personal goals in the areas of deposit growth, business relationship growth, consumer relationship growth and operational soundness.
Whatyou will do
- Perform routine teller transactions working directly with clients. Accepts, verifies, and processes basic to more complex customer transactions according to established procedures and security guidelines. Transactions include deposits, withdrawals, check cashing, payments, transfers, and transactions received through the mail or the night drop. Service customers waiting in line while maintaining attention to detail and complying with policies, procedures and regulatory guidelines.
- Maintain and balance a cash supply for transactions performed. Adheres to all cash handling policies and procedures and balances cash at the end of each shift.
- Provide exemplary customer service. Represent 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 capitalize on business referral opportunities. Provide information on bank promotions.
- Review customer transactions for red flags and fraudulent items. Maintain awareness of current criminal scams and prevent customer fraud. Refer issues that cannot be resolved at the teller line to Branch Management and the appropriate department.
- Assist customers with account reconcilement, copies of statements and checks, check orders; account closure, and safe deposit box access.
- Gather data and process various reports and forms (e.g., Currency Transaction Reports, Reg CC, holds, overdraft) to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs.
- High School Degree or GED required.
- Minimum of 1 year cash handling experience in a customer facing role or banking environment with basic knowledge of deposit products and services required.
- Excellent interpersonal skills, attention to detail, and customer service.
- Ability to work independently, make decisions using available information and collaborate effectively as a team member.
- Basic knowledge of Bank deposit products and services.
- Ability to understand customer loan requests and make appropriate referrals.
- Ability to understand customer requests and provide awareness of additional products and services to make appropriate referrals.
Pay Range: $20.00 - $23.00 hourly. Eligible for Retail 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:
- Medical, prescription, dental, and vision coverage for employees and their 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 and Commuter/Parking Benefit
- 401(k) and Roth 401(k) with company contribution
- 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
- Supplemental Health plans, Voluntary Legal and Identity Theft Services
- 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
- Free personal checking and savings account;
Discounted rates on primary residence loan with $0…
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