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Mechanics Bank

West Coast community bank serving workers

Care Center Representative - Call Center Representative

Customer SupportConfirmed live in the last 24 hours
Full-timeIrvine, CA, USA$24 - $30 /hr

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • At least 1 year of experience as a call center representative with referral and service functions experience in a bank or financial institution is required.
  • A minimum typing speed of 50 words per minute is required.
  • The role requires effective human relations and communication skills, including questioning and listening skills for telephone communication and the ability to use voice skills to enhance telephone presentations.
  • The role requires the ability to cope with angry or upset customers and take appropriate actions to control telephone calls.
  • The role requires the ability to meet productivity levels and deadlines under pressure and to protect confidential information.
  • Professional appearance and verbal communication are required.
  • The role requires teamwork in facilitating workflow.
  • The employee must be able to sit, talk or hear, and use hands to finger, handle or feel objects, tools or controls regularly; occasionally stand, walk, reach, stoop, kneel, crouch or crawl; and occasionally lift or move up to 10 pounds. Close vision is required.

Responsibilities

  • Service clients' financial needs through customer-care channels, web chat and phone while contributing to department referral and service goals.
  • Provide customer service and resolve problems professionally; handle customer service and referral calls and chat interactions promptly and courteously to meet established goals.
  • Contact bank customers and prospects through phone, electronic and chat channels to market financial products and services.
  • Support other sales channels by opening new accounts or helping callers obtain services through the appropriate banking departments as needed.
  • Use the chat library and other tools to communicate with customers in accordance with bank compliance requirements and processes.
  • Provide telephone support for customers needing assistance with traditional and electronic banking products; respond to telephone inquiries with information about bank products, policies, procedures and programs.
  • Maintain understanding of offered products and services, and use judgment and reasoning to resolve customer-service problems within designated authority during chats or calls.
  • Collect information about service problems or customer complaints, escalate customer disputes to the appropriate manager when necessary, and research and resolve documentation errors or discrepancies.
  • Forward more complex problems to management as required.

Desired Qualifications

  • Bilingual Spanish ability is preferred but not required.

About the Company

Mechanics Bank

West Coast community bank serving workers

Mechanics Bank serves individuals and businesses in the West Coast by offering core financial services such as checking and savings, personal and business loans, mortgage products, wealth management, and digital banking. It operates through a network of branches and supports customers with practical banking tools like drive-thru windows and accessible in-person service, while expanding its footprint through strategic mergers. The bank distinguishes itself by its long-standing focus on the “working person” and local community, a heritage that dates back to its founding for laborers and mechanics, and by its growth achieved through acquisitions that broaden its regional reach. Its goal is to provide reliable, community-centered financial support to everyday workers and organizations, helping customers manage money and grow their financial lives across the West Coast.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Walnut Creek, CA
Founded
1905

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