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Mechanics Bank

Remote Jobs

Founded in 1905, Mechanics Bank is a long-standing financial institution committed to providing exceptional customer banking services. Boasting a rich history a

8 open rolesLatest: May 22, 2026, 9:29 AM UTCCompany Site
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8 Jobs

Customer Service Representative II

Mechanics Bank

Founded in 1905, Mechanics Bank is a long-standing financial institution committed to providing exceptional customer banking services. Boasting a rich history a

Title: Customer Service Representative II (25 hours per week) Location: Lynnwood United States Job Description: Mechanics Bank is currently searching for a part time Customer Service Representative II to join our team at our Lynnwood Branch. This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The Customer Service Representative II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to Mechanics Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of Mechanics Bank products and services. Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts. Perform processing tasks such as making automatic transfers, updating records and balancing. At all times, provide superior customer service. What you will do: New Accounts/Sales Activities - Effectively interviews and profiles new and existing customers in order to recommend appropriate banking products and services. - Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience. - Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs. - Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Makes referrals to other business units for non-banking products. - Participates in sales programs to generate new customers. - Must sell financial products and services to meet referral goals and performance evaluation/personal goals. - Maintains thorough knowledge of bank products and services. - Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy. - Supports branch lobby management. - Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone. - Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special. - Participates in two community events per year. Teller Activities - Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers and other related matters. - Balances cash drawer independently, maintains cash over and short record within HomeStreet's compliance policy. - May be assigned the control of the vault cash. Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily. - Effectively perform project responsibilities as assigned such as processing and balancing ATM, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation. - Effectively assist other CSRs in the completion of work assignments and balancing. Operational Activities - Participates in branch audit functions. - Follows Mechanics Bank policies and procedures and meet regulatory requirements. - Performs all other duties as required. Service Activities - Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy. - Supports branch lobby management. - Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone. - Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special. - Participates in two community events per year. Who you are: - Minimum of 2 years cash handling and customer service experience. Banking experience preferred. - Some experience in opening new deposit accounts preferred. - Additional experience may be considered in lieu of degree. - Demonstrated success in cross-selling banking services and products. - Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner. - Excellent written and oral communication skills are required. - PC experience required. Word, Excel and teller/bank software preferred. - Must be a self-starter, dependable, able to work within deadlines under pressure. - Must possess good judgment, and the ability to accept responsibility and handle confidential information. - Ability to work quickly and accurately, to analyze information and make decisions. - Willingness to assume additional responsibilities/duties/projects as they arise. - High school diploma or equivalent. ADA Requirements: - The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls. - The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. - The employee must occasionally lift and/or move up to 10 pounds. - Specific vision abilities required by this job include close vision. - The noise level in the work environment is usually moderate. #LI-HW1 Pay Range: $20.00 - $27.71 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[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

Washington
$20 - $27 / hour

Senior AI Catalyst

Mechanics Bank

Founded in 1905, Mechanics Bank is a long-standing financial institution committed to providing exceptional customer banking services. Boasting a rich history a

Role Description Mechanics Bank is currently searching for a Sr. AI Catalyst to join our team. Here at Mechanics Bank, we value connection, partnership, long-term relationships and working together in person. This is a fully remote opportunity. The Senior AI Catalyst is the most experienced Catalyst on the AI Innovation team, handling the highest-complexity, highest-visibility innovations that span multiple business units and require navigating organizational politics, compliance considerations, and executive alignment. This role represents the team to the broader organization and operates within a Paired Innovation model — Paired Innovation — the working model where a Catalyst and Creator partner throughout the innovation lifecycle, combining business insight with technical execution. The Senior AI Catalyst mentors junior Catalysts, shapes the team's intake and prioritization processes, and is able to serve as acting team lead when the Director is unavailable. Reports to the Director, AI Innovation. What you will do: - Lead the highest-complexity, cross-functional innovation initiatives spanning multiple business units, managing stakeholder dynamics, compliance requirements, and executive alignment. - Mentor Associate AI Catalysts, providing guidance on stakeholder management, BRD (Business Requirements Document) quality, discovery techniques, and professional development. - Shape and refine the team's innovation intake and ALIGN-based prioritization process, ensuring the pipeline reflects strategic business value. - Represent the AI Innovation team in governance, compliance, and cross-functional leadership conversations. - Partner with Senior AI Creators through the Paired Innovation model on the most complex builds, providing deep business context and navigating organizational requirements. - Present innovation outcomes, business cases, and strategic recommendations to senior and executive leadership. - Own the implementation follow-up framework, ensuring post-production metrics (adoption rate, hours saved, ALIGN reconciliation) are tracked and reported. - Lead quarterly innovation showcases and contribute to team culture, learning, and continuous improvement. - Serve as acting team lead when the Director is unavailable, maintaining team cadence and decision-making. - Contribute to SDLC (Software Development Life Cycle) alignment and process design for the AI Innovation team. Qualifications - 4 Year / Bachelor's Degree in Business Administration, Information Systems, Communications, or related field preferred. - Graduate Degree in Data Analytics or Innovation Management preferred. Additional experience may be considered in lieu of degree. - Minimum of 5 years of experience in strategy, program management, innovation leadership, or senior business analysis in complex environments required. - Minimum of 3 years of experience managing cross-functional initiatives involving multiple stakeholder groups and executive-level communication required. - 8+ years of experience in financial services, banking, or regulated industries preferred. - 2+ years of experience in advanced AI fluency and regular integration of AI tools into business workflows preferred. - Extensive experience managing complex, cross-functional initiatives in regulated environments with multiple stakeholder groups. - Advanced AI fluency with the ability to evaluate how AI capabilities map to business opportunities. - Executive presence with strong presentation skills for senior and C-suite audiences. - Proven leadership and mentoring skills with a track record of developing junior team members. - Deep understanding of innovation lifecycle management, prioritization frameworks, and adoption measurement. - Experience navigating compliance, governance, and regulatory considerations in financial services. - Ability to represent the team's work and value proposition across organizational boundaries. - Comfort with ambiguity and evolving processes; ability to remain productive when direction is unclear or shifting. - Willingness to pivot quickly when priorities shift based on business needs or new information. - Understanding that exploratory work sometimes means building something that gets discarded — and that is expected, not failure. - History of managing complex programs in regulated environments with compliance and governance considerations. - Experience designing or improving business processes, intake frameworks, or prioritization methodologies. - Banking or financial services experience is strongly preferred. Requirements - The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls. - The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. - The employee must occasionally lift and/or move up to 10 pounds. - Specific vision abilities required by this job include close vision. - The noise level in the work environment is usually moderate. Benefits - 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).

United States
$116K - $208.8K / year

Customer Service Representative II

Mechanics Bank

Founded in 1905, Mechanics Bank is a long-standing financial institution committed to providing exceptional customer banking services. Boasting a rich history a

Customer Support23 days ago

Title: Customer Service Representative II "Part Time- 25 hours/week" Location: Seattle United States time type: Part time job requisition id: R5843 Job Description: Mechanics Bank is currently searching for a part time Customer Service Representative II to join our team at our Lake City Branch. This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The Customer Service Representative II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to Mechanics Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of Mechanics Bank products and services. Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts. Perform processing tasks such as making automatic transfers, updating records and balancing. At all times, provide superior customer service. What you will do: New Accounts/Sales Activities - Effectively interviews and profiles new and existing customers in order to recommend appropriate banking products and services. - Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience. - Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs. - Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Makes referrals to other business units for non-banking products. - Participates in sales programs to generate new customers. - Must sell financial products and services to meet referral goals and performance evaluation/personal goals. - Maintains thorough knowledge of bank products and services. - Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy. - Supports branch lobby management. - Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone. - Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special. - Participates in two community events per year. Teller Activities - Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers and other related matters. - Balances cash drawer independently, maintains cash over and short record within HomeStreet's compliance policy. - May be assigned the control of the vault cash. Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily. - Effectively perform project responsibilities as assigned such as processing and balancing ATM, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation. - Effectively assist other CSRs in the completion of work assignments and balancing. Operational Activities - Participates in branch audit functions. - Follows Mechanics Bank policies and procedures and meet regulatory requirements. - Performs all other duties as required. Service Activities - Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy. - Supports branch lobby management. - Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone. - Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special. - Participates in two community events per year Who you are: - Minimum of 2 years cash handling and customer service experience. Banking experience preferred. - Some experience in opening new deposit accounts preferred. - Demonstrated success in cross-selling banking services and products. - Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner. - Excellent written and oral communication skills are required. - PC experience required. Word, Excel and teller/bank software preferred. - Must be a self-starter, dependable, able to work within deadlines under pressure. - Must possess good judgment, and the ability to accept responsibility and handle confidential information. - Ability to work quickly and accurately, to analyze information and make decisions. - Willingness to assume additional responsibilities/duties/projects as they arise. - High school diploma or equivalent. ADA Requirements: - The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls. - The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. - The employee must occasionally lift and/or move up to 10 pounds. - Specific vision abilities required by this job include close vision. - The noise level in the work environment is usually moderate. #LI-HW1 Pay Range: $21.30 - $31.83 hourly Eligible for Retail Incentive pay 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

Florida
$21 - $31 / hour

Associate AI Catalyst

Mechanics Bank

Founded in 1905, Mechanics Bank is a long-standing financial institution committed to providing exceptional customer banking services. Boasting a rich history a

• Conduct stakeholder discovery sessions with business partners, independently identifying automation opportunities, evaluating feasibility, and determining which business needs warrant AI-powered solutions. • Produce Business Requirements Documents (BRDs) using AI tools, exercising judgment to translate ambiguous stakeholder input into structured, testable requirements with prioritized recommendations. • Present POC (Proof of Concept) demonstrations to business stakeholders, independently evaluating feedback against requirements and making recommendations on solution direction and scope adjustments. • Manage the innovation backlog in Azure DevOps, exercising judgment on story prioritization, scope definition, effort estimation, and acceptance criteria to align with ALIGN-scored business priorities. • Evaluate post-production adoption metrics and business outcomes for active innovations, determining whether solutions are meeting projected value and recommending corrective actions when targets are missed. • Rotate through scrum master responsibilities on a scheduled cadence, managing sprint setup, capacity tracking, and weekly reporting. • Facilitate team ceremonies during scrum master rotations, including daily standups, iteration reviews, retrospectives, and planning sessions, making real-time facilitation decisions to maintain team productivity. • Assess incoming innovation intake submissions, conducting initial feasibility analysis and making routing and prioritization recommendations using the ALIGN scoring framework. • Evaluate emerging AI tools and industry trends, recommending adoption of new approaches and identifying opportunities to improve team productivity and solution quality.

California + 3 moreAll locations: California | Colorado | Oregon | Washington
$72.5K - $127.0K / year
Job Closed

AI Catalyst

Mechanics Bank

Founded in 1905, Mechanics Bank is a long-standing financial institution committed to providing exceptional customer banking services. Boasting a rich history a

Role Description Mechanics Bank is currently searching for an AI Catalyst to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This is a fully remote opportunity. The AI Catalyst owns the full lifecycle of an innovation — from the first stakeholder conversation to proven adoption. This role independently manages multi-unit business relationships, leads discovery sessions, produces BRDs (Business Requirements Documents) with AI assistance, and applies the ALIGN scoring framework to prioritize opportunities. Working within a Paired Innovation model, the AI Catalyst serves as the single point of accountability for business outcomes, partnering with AI Creators to translate business needs into working solutions. Reports to the Director, AI Innovation. What you will do: - Independently manage stakeholder relationships across multiple business units, leading discovery sessions to identify automation and AI opportunities. - Produce comprehensive BRDs using AI tools, capturing requirements, success criteria, and expected business impact. - Apply the ALIGN scoring framework to evaluate and prioritize innovation opportunities, presenting recommendations to leadership. - Partner with AI Creators through the Paired Innovation model, translating business requirements into actionable build specifications and providing ongoing business context. - Demo POC (Proof of Concept) solutions to business stakeholders, gathering feedback and validating that solutions address the identified need. - Present innovation proposals and outcomes to senior leadership, including documentation of expected return and MVP (Minimum Viable Product) estimates. - Own implementation follow-up and adoption tracking, ensuring innovations deliver measurable value after deployment. - Contribute to the AI Innovation Handbook, skills repository, and team processes through regular review and improvement. - Participate in team ceremonies and rotate through scrum master responsibilities. - Travel required: 0-10% Qualifications - 4 Year / Bachelor's Degree in Business Administration, Information Systems, Communications, or related field preferred. - Graduate Degree in Business Administration, Data Analytics, or Technology Management preferred. Additional experience may be considered in lieu of degree. - Minimum of 3 years of business analysis, requirements gathering, business case development, or strategic consulting required. - 5+ years of experience in business analysis, requirements gathering, business case development, or strategic consulting preferred. - 2+ years of experience in demonstrated AI fluency and regular use of AI tools for business tasks is preferred. - Proven ability to manage business relationships across multiple organizational units and levels of seniority. - Strong requirements elicitation skills with the ability to translate business needs into structured documentation. - Demonstrated fluency with AI tools for analysis, documentation, and presentation preparation. - Ability to present confidently to senior leadership, translating technical concepts into business outcomes. - Understanding of innovation lifecycle management from ideation through adoption measurement. - Experience with scoring or prioritization frameworks for project intake and resource allocation. - Strong follow-through skills with a track record of ensuring initiatives deliver on stated goals. - Comfort with ambiguity and evolving processes; ability to remain productive when direction is unclear or shifting. - Willingness to pivot quickly when priorities shift based on business needs or new information. - Understanding that exploratory work sometimes means building something that gets discarded — and that is expected, not failure. - Experience presenting to executive leadership and managing competing stakeholder priorities. - Familiarity with Agile methodologies, Azure DevOps, and iterative delivery models. - Banking or financial services experience is preferred but not required. - Relevant certifications in AI, data analytics, project management, or software development are a plus. Requirements - The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls. - The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. - The employee must occasionally lift and/or move up to 10 pounds. - Specific vision abilities required by this job include close vision. - The noise level in the work environment is usually moderate. Benefits - 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).

Washington + 3 moreAll locations: Washington | California | Colorado | Oregon
$98.3K - $176.9K / year

AI Creator

Mechanics Bank

Founded in 1905, Mechanics Bank is a long-standing financial institution committed to providing exceptional customer banking services. Boasting a rich history a

• Independently partner with AI development tools to break BRDs into features and stories with accurate time estimates in ADO (Azure DevOps) • Build POC solutions using AI-assisted development tools, delivering functional prototypes within single iteration cycles • Harden POCs to MVP standards including architecture documentation, infrastructure notes, markdown continuity files, and comprehensive test suites • Write and maintain comprehensive test suites; validate code quality for teammates at the MVP level • Run quality scanning tools (e.g., SonarQube) and resolve findings to maintain clean code standards • Prepare complete development team handoff packages for innovations moving to production, including all documentation and architectural context • Partner with Catalysts through the Paired Innovation model, translating business requirements into technical solutions and providing build status updates • Contribute to the team's skills repository and participate in the monthly skill review rotation • Evaluate new AI tools, models, and development approaches, sharing findings with the team • Participate in team ceremonies, rotate through scrum master responsibilities, and demo completed work

California + 3 moreAll locations: California | Colorado | Oregon | Washington
$98.3K - $176.9K / year

Customer Service Representative

Mechanics Bank

Founded in 1905, Mechanics Bank is a long-standing financial institution committed to providing exceptional customer banking services. Boasting a rich history a

Customer Support36 days ago

Title: Customer Service Representative (25 hours) Location: Glendora United States Job type: Part Time job requisition id: R5808 Job Description: Mechanics Bank is currently searching for a part time Customer Service Representative to join our team at our Glendora Branch. The Customer Service Representative is responsible for assisting customers with banking transactions and offers 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 team to achieve personal goals in the areas of deposit growth, business relationship growth, consumer relationship growth and operational soundness. What you 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. Works quickly to service customers waiting in line, but maintains close attention to detail and complies with all policies, procedures and regulatory guidelines. - 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. - Provides exemplary customer service. Represents 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 identify customer needs to capitalize on the business referral opportunities. Provides additional information to customers regarding bank's special promotions. - Reviews customer transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking customers. Prevents customers from becoming victims of fraud. Refers customers to Branch Management and the proper department for issues that cannot be resolved at the teller line. - 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 identify customer needs to capitalize on the business referral opportunities. Provide additional information to customers regarding bank's special promotions. - Assists customers with account reconcilement, copies of statements and checks, check orders; account closure, and safe deposit box entrances. - 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. Who you are: - High School Degree or GED required. - 1 year minimum cash handling experience required in a customer facing role or experience in a banking environment with basic knowledge of bank deposit products and services required. - 1 year minimum Experience in a Banking Environment with Basic Knowledge of Bank Deposit Products and Services preferred. - Additional experience may be considered in lieu of degree. - 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. ADA Requirements: - The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls. - The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. - The employee must occasionally lift and/or move up to 10 pounds. - Specific vision abilities required by this job include close vision. - The noise level in the work environment is usually moderate. #LI-JM1 Pay Range: $20.00 - $24.00 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[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.

California
$20 - $24 / hour

Customer Service Representative

Mechanics Bank

Founded in 1905, Mechanics Bank is a long-standing financial institution committed to providing exceptional customer banking services. Boasting a rich history a

Customer Support38 days ago

Title: Customer Service Representative (25 hours) Location: Salinas United States Job Description: Mechanics Bank is currently searching for a part time Customer Service Representative to join our team at our Salinas Branch. The Customer Service Representative is responsible for assisting customers with banking transactions and offers 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 team to achieve personal goals in the areas of deposit growth, business relationship growth, consumer relationship growth and operational soundness. What you 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. Works quickly to service customers waiting in line, but maintains close attention to detail and complies with all policies, procedures and regulatory guidelines. - 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. - Provides exemplary customer service. Represents 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 identify customer needs to capitalize on the business referral opportunities. Provides additional information to customers regarding bank's special promotions. - Reviews customer transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking customers. Prevents customers from becoming victims of fraud. Refers customers to Branch Management and the proper department for issues that cannot be resolved at the teller line. - 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 identify customer needs to capitalize on the business referral opportunities. Provide additional information to customers regarding bank's special promotions. - Assists customers with account reconcilement, copies of statements and checks, check orders; account closure, and safe deposit box entrances. - 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. Who you are: - High School Degree or GED required. - Minimum of 1 year cash handling experience required in a customer facing role or experience in a banking environment with basic knowledge of bank 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. ADA Requirements: - The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls. - The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. - The employee must occasionally lift and/or move up to 10 pounds. - Specific vision abilities required by this job include close vision. - The noise level in the work environment is usually moderate. Pay Range: $20.00 - $24.00 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[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.

California
$20 - $24 / hour