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Mechanics Bank

West Coast community bank serving workers

Operations Specialist

Retail & Commercial BankingUpdated on Nov 6
Full-time

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • At least 1 year of experience in operations at a financial institution is required.
  • Fundamental knowledge of job skills, company policies and procedures, and bank regulations to complete a wide range of financial transactions is required.
  • Comprehensive knowledge of bank operations and banking regulations in a related functional area is required.
  • Working knowledge of personal computers, including word-processing and spreadsheet software, is required.
  • Advanced knowledge of bank operations and regulations is required, and the employee must be fully cross-trained in all operations processes.
  • Advanced knowledge of word-processing and spreadsheet software is required.

Responsibilities

  • Perform routine transactions in compliance with regulatory and bank policies and procedures, while adhering to bank security policies and maintaining the confidentiality of bank records and customer information.
  • Perform a wide variety of operational tasks for standard processes or functions, taking accountability for the entire process from receipt of work through resolution and closure.
  • Coordinate information among operational or other areas and customers, and use multiple system applications; work in multiple areas or departments as needed.
  • Receive and review incoming work, contact appropriate resources as needed, enter transactions, verify accuracy, and prepare, edit, distribute, or correct specialized or complex documents.
  • Accurately complete work product and assigned data entry in various bank systems in accordance with established measures, deadlines, and assigned goals.
  • Organize and complete work accurately, and identify and resolve issues within the assigned scope.
  • Provide customer service to internal and external clients.
  • Attend and participate in meetings as required, and perform other job duties assigned by the manager.

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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