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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 one year of experience as a call center representative with referral and service functions in a bank or financial institution is required.
  • A minimum typing speed of 50 words per minute is required.
  • Candidates must have human relations and communication skills, use questioning and listening skills effectively in telephone communication, and use voice skills to enhance telephone presentation.
  • Candidates must be able to handle angry or upset customers and control telephone calls appropriately.
  • Candidates must be able to work under pressure from productivity requirements and deadlines and protect confidential information.
  • Candidates must communicate verbally in a professional manner and demonstrate teamwork in facilitating workflow.
  • The role requires regularly sitting, talking or hearing, and using hands to finger, handle, or feel objects, tools, or controls; occasional standing, walking, reaching, stooping, kneeling, crouching, or crawling; and occasional lifting or moving of up to 10 pounds. Close vision is required.

Responsibilities

  • Service clients' financial needs across customer-care channels, including 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 appropriate banking departments, as needed.
  • Use the chat library and other tools to communicate with customers in accordance with bank compliance and other processes.
  • Provide telephone support for customers needing assistance with traditional and electronic banking products; respond to inquiries about bank products, policies, procedures, and programs.
  • Maintain knowledge of offered products and services and use judgment to resolve customer service problems within designated authority during chats or calls.
  • Collect information about service problems or customer complaints, escalate disputes to the appropriate manager when necessary, and research and resolve documentation errors or discrepancies.
  • Refer 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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