Prepare correspondence to clients and their designees as appropriate. Ensure completeness of legal documentation on new account set up. Responsible for managing customer accounts and promoting banking products and services. Assisting customers with various banking transactions and responsible for supporting and delivering quality customer service in a fast paced, exciting and ever-changing environment in the Commercial Servicing Department. The Personal Banker is the first level of contact performing client facing functions for the operations area of the department whose focus is servicing a diverse portfolio of commercial clients. Personal bankers also strive to build and maintain strong customer relationships to ensure customer satisfaction and loyalty.
What you will do:
Oversees a designated portfolio of Commercial Banking clients. Opens all accounts for clients. Answers all client inquiries regarding accounts, products and services.
Provides highest level of service to all clients and maintain exemplary customer service standards primarily by telephone. Effectively respond to client needs with emphasis on first call resolution. Maintain strong product, operational and commercial banking knowledge in order to effectively resolve issues. Consistently comply with all Bank policies and procedures, regulations and compliance requirements in order to prevent losses and meet audit standards. Prepare correspondence to clients and their designees as appropriate. Ensure completeness of legal documentation on new account set up.
Provides ongoing relationship servicing with current clients to maintain goodwill. Responds to customer inquiries and requests regarding account.
May represent the Bank in civic and community events to enhance the reputation of Mechanics Bank and expand business opportunities.
Performs other duties as assigned.
Who you are:
High School or GED required.
Minimum one to three years’ experience as a Personal Banker or equivalent experience in a fast paced, ever-changing environment.
New Account opening experience.
Familiarity and proficiency with Fiserv Premier, Director, Weiland and Wire Exchange preferred.
Proficient understanding of Bank policies and procedures, regulations and compliance requirements in order to prevent losses and meet audit standards.
Ability to effectively present information to clients and other employees of the Bank.
Thorough knowledge and understanding of business account documentation and requirements.
Understand products and services utilized by clients as well as the risks and benefits.
Understand processing Wire Transfers and associated risks.
Be comfortable communicating critical information to clients within specific time constraints.
#LI-DNI
Hourly pay: $25.00 to $34.00
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[1]:
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 origination fees (restrictions apply)
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.
Please view Equal Employment Opportunity Posters provided by OFCCP here.
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
California Privacy Policy for Prospective Employees | Mechanics Bank
[1] The benefits listed in this job posting reflect the Bank’s most reasonable and genuinely expected benefits offered for this position.