Customer Service Representative (Teller)
Company: Mechanics Bank
Posted on: June 6, 2021
Mechanics Bank is looking for a Customer Service Representative
(Teller) for the Cayucos, CA Branch.
In this role, you will provide basic to more complex banking
transactions. Under general supervision, independently performs
basic to moderately complex banking transactions. Actively assists
customers, pays close attention to detail, and offers referrals for
additional products and services. Delivers excellent customer
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
Represents the Bank and its products and services with pride and
enthusiasm. Senses and responds to customer needs. Identifies and
pursues new or related customer opportunities for additional
products and/or services. Provides quality referrals to business
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. .
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.
- Completes required compliance training in a timely manner.
Participates in branch, Region, and Bank campaigns.
Who you are:
Excellent interpersonal skills and customer service.
Ability to work independently and collaborate effectively as a
Ability to make decisions using information available.
Excellent interpersonal skills, attention to detail, and
Basic knowledge of Bank deposit products and services.
Ability to understand client loan requests and make appropriate
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.
Minimum High School Degree
- Open to hiring at the Universal Banker level too. 6+ months
Banking experience required for the Universal Banker position.
- 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
- 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 https://www.mechanicsbank.com/California-Consumer-Residents
Keywords: Mechanics Bank, Santa Maria , Customer Service Representative (Teller), Other , Cayucos, California
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