HomeStreet Bank
Customer Service Representative
Newport Beach, California · Full-time
Sponsorship not specified$20k-$25kDetected 2 days ago
ComplianceCustomer Support
About the role
- Mechanics Bank is currently searching for a full time Customer Service Representative to join our team at our Newport Beach Branch.
- 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.
Responsibilities
- Performs routine teller transactions and works directly with clients.
- Ability to work independently and collaborate effectively as a team member.
Requirements
- High School Degree or GED required.
- Additional experience may be considered in lieu of degree.
- 1 year in customer service and cash handling experience in a customer facing role required.
- Ability to make decisions using information available.
- Ability to understand customer loan requests and make appropriate referrals.
- Ability to understand customer requests for additional services and make appropriate referrals.
- Knowledge of applicable Bank policies and procedures.
- 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.
- 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
Nice to have
- Minimum of 1 year experience in a banking environment with basic knowledge of bank deposit products and services preferred.
Compensation
- Eligible for Retail Incentive Plan
- $20.00 - $25.00 hourly
- 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.
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
- 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
Company info
- Under general supervision, but in line with established policies and procedures, performs basic to moderately complex banking transactions.
- Delivers a high level of service by accurately processing transactions, resolving inquiries, and performing account maintenance.
- Actively assists customers, pays close attention to detail, and offers referrals for additional products and services.
- Works quickly to service customers waiting in line but maintains close attention to detail and complies with all policies, procedures and regulatory guidelines.
- Assists customers with account reconcilement, copies of statements and checks, orders checks, account closures, address changes, stop payments, debit card maintenance, and safe deposit box entrances.
- Educates customers on banking technology, such as mobile and online banking.
- Reviews customer transactions for red flags and fraudulent items. Maintains an awareness of criminal scams used against banking customers. Refers customers to Branch Management and the proper departments for issues that cannot be resolved at the teller line.
- Ability to make customers aware of additional products and services and make appropriate referrals.
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This listing is sourced directly from HomeStreet Bank's careers page and normalized into a canonical job model.