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Universal Banker
| Company | Mechanics Bank |
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| Location | La Quinta, CA, USA |
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| Salary | $20 – $25 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Junior, Mid Level |
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Requirements
- High School Degree or GED required.
- Minimum of 2 years of customer service experience required.
- Minimum of 1 year banking and cash handling experience required.
- Excellent interpersonal skills (verbal and written), attention to detail, and customer service.
- Ability to work independently and collaborate effectively as a team member.
- Ability to make decisions using information available.
- Working knowledge of Bank deposit products and services.
- Basic knowledge of alternative Bank services and vendor provided products.
- Ability to persuade the value and benefits of using the Bank’s services and products.
- Knowledge of applicable Bank policies and procedures.
Responsibilities
- Performs routine teller transactions and works directly with customers.
- Accepts, verifies, and processes basic to more complex customer transactions according to established procedures and security guidelines.
- Responsible for maintaining and balancing a cash supply for transactions performed.
- Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a retail office.
- Promotes the full range of deposit products and services that best meets the client’s needs.
- Provides exemplary customer service.
- Assists customers with account maintenance, online banking, mobile banking, and other complex account issues.
- Reviews client transactions for red flags and fraudulent items.
- Receives and processes or refers consumer loan and small business loan applications.
- Maintains compliance with established internal operational standards and Federal and State regulations.
Preferred Qualifications
No preferred qualifications provided.
