Texas Bank and Trust jobs - 162 jobs

Associate General Counsel - Securities
Mechanics Bank 4.2
Remote or Walnut Creek, CA job
Associate General Counsel - Securities page is loaded## Associate General Counsel - Securitieslocations: Walnut Creek, Californiatime type: Full timeposted on: Posted Todayjob requisition id: R5163Mechanics Bank currently searching for a **Associate General Counsel** to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Walnut Creek location.The Associate General Counsel - Securities supports the General Counsel and Corporate Secretary in the day-to-day operations and functions of the General Counsel's office, working closely with the Bank's Board of Directors, senior management and Bank functions and businesses. Responsibilities will include supporting the General Counsel in compliance with securities laws, including reporting and disclosure requirements; assisting with the preparation of Forms 10-K and 10-Q and the proxy statement; and preparing Form 8-K, Section 16 filings and other SEC filings.**What you will do:*** Advising management on compliance with securities laws and regulations. Including reporting and disclosure requirements and other SEC rules; assisting with the preparation of SEC registration statements Forms 8-K, 10-K and 10-Q and the annual meeting proxy statement, and preparing Form 8-K, Section 16 filings and other SEC filings.* Stock exchange regulations, public company listing standards, including NYSE and NASDAQ governance and filing requirements.* Assisting with quarterly earnings press release materials and meetings, as well as other investor events.* Providing securities law advice and compliance guidance for earnings releases, investor materials, management presentations and other communications.* Assisting with shareholder services matters.* Assisting with the Bank's Insider Trading Policy and Section 16 report filings.* Advising management in securities-related lawsuits, including shareholder disputes, insider trading cases, and other financial litigation.* Reviewing, drafting, and preparing legal documents, including SEC filings, proxy statements, and annual shareholder meeting materials.* Coordinate training on corporate policies, including securities trading and Regulation FD. • Coordinating training on, and the compliance processes for, various corporate policies, including securities trading and Regulation FD.* Providing legal support to the Board of Directors and Board Committees, which includes advising on substantive legal matters; developing meeting agendas; and preparing materials for Board/Committee meetings.* Providing legal advice and counseling with respect to equity-based compensation plans, executive compensation matters and Section 16 reporting.* Advising on other legal matters that arise across various functions within the Bank. • Assisting the corporate secretary function, including subsidiary management, and various other corporate secretarial matters.**Who you are:*** Bachelors Degree from a 4 year institute and Graduate Degree JD required.* Current Bar admission in at least one state.* California licensure preferred.* 7 years professional experience as a practicing attorney, SEC filings and securities law compliance required.* 2 years leadership experience required.* Approximately 0-10% travel required.* Experience in supporting and/or working with boards of directors and senior management.* Experience serving in an in-house corporate secretary office of a public company is preferred.* Extensive experience with SEC filings and securities law compliance.* Proven ability to manage and lead legal aspects of Corporate Finance matters.* Knowledge of public company listing standards.* Familiarity with overseeing Insider Trading Policy and Section 16 compliance matters.* Strong experience advising on reporting and disclosure requirements under SEC, NASDAQ and NYSE rules, and working cross functionally to draft and review all periodic SEC reports and other SEC-related forms and filings* Strong understanding of corporate governance matters.* Excellent work ethic and high degree of professionalism, and a proven ability to work both independently and within a team.* Outstanding verbal and written communication skills.* Superior organization, decision making and problem-solving skills.* Ability to multi-task and work in a fast paced, changing environment and to balance multiple, concurrent projects.**#LI-HJ1**Salary Range: $ 180,000 - $ 270,000 annually 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 .* 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[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.**About Mechanics Bank**Backed by , we are a resilient and resourceful California bank whose core banking and lending principles reflect that of a community bank. For over a century, it has been our foremost commitment to exceed our clients' expectations every day. With a footprint spanning the state of California, we serve individuals, small and middle-market businesses, and large corporations with a full range of banking, wealth management and other financial products and services.bring diverse backgrounds and experience, and work together to deliver for our clients by embracing a culture that values accountability, teamwork and celebrating success. Our collaborative culture fuels the Bank's ongoing achievements, allowing us to grow and make a genuine difference in the communities we serve. We also strive to ensure that all employees feel respected and valued based on who they are. When we harness the power of our differences, we achieve more together.Mechanics Bank is a Member FDIC and Equal Housing Lender. #J-18808-Ljbffr
$78k-131k yearly est. 3d ago

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Care Center Representative
Mechanics Bank 4.2
Remote or Roseville, CA job
Mechanics Bank is currently searching for a Care Center Representative (Call Center Representative) to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Irvine, Roseville or Walnut Creek locations. Responsible for servicing the financial needs of clients through all Customer Care communications channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals. Provide outstanding customer experiences by consistently providing premier customer service and professional resolution of problems/issues. Handle a variety of customer service and referral calls and chat interactions in a prompt and courteous manner to meet and exceed established goals. What you will do: * Support the contact of bank customers and prospects through phone, electronic and chat channels to market an array of financial products and services. * May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments. * Utilize chat library and other tools to communicate with customers in accordance with the bank compliance and other processes. * Provide telephone support for customers requiring assistance with both traditional and electronic banking products. Use effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs. * Maintain a solid understanding of the products and services being offered. Use judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact. * Collect information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Complete research and resolves documentation errors or discrepancies. * Forward more complex problems to management, as required. Who you are: * High School diploma or equivalent required. * Bilingual (Spanish) candidates preferred but not required. * Minimum of 1 year experience as a call center representative with referral and service functions experience in a bank or financial institution. * Minimum typing speed of 50 wpm. * Possess excellent human relations and communications skills. * Possess friendly demeanor, can-do attitude, and willingness to help at all times. Use questioning and listening skills that support effective telephone communication. Identify and use voice skills to enhance telephone presentation. * Effectively cope with angry or upset customers and apply appropriate actions to effectively control a telephone call. * Able to cope with pressure resulting from meeting required productivity levels and deadlines. Able to protect and maintain confidential information. * Professional in appearance and in verbal communication. * Demonstrate teamwork in facilitating workflow. #LI-DNI Pay Range: $21.00 - $26.00 hourly AIP/Bonus: up to 5% 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$21-26 hourly Auto-Apply 60d+ ago
Lending Advisor Associate
Mechanics Bank 4.2
Remote or Roseville, CA job
Mechanics Bank is currently searching for a Lending Advisor Associate to join our team in one of the following offices: Walnut Creek, CA; Roseville, CA; Irvine, CA; or Seattle, WA. The Lending Advisor Associate participates on a team to support the Sr. Lending Advisor(s) as assigned, to provide sales, administrative process, and relationship management support. Position will focus on client contact, gathering information and/or documentations and interacting with processing, underwriting and closing teams. Manages the loan pipeline and completion of loan files from application through closing to ensure timely loan milestones and loan contingencies as well as the improve client experience. Lending Advisor Associate will act as a central point of contact for internal business partners and clients, supporting Bank processes, products and services, and loan processes in order to deepen client relationships and ensure a positive total experience. This individual will learn and evolve their understanding and mastery of all opportunities to deepen relationships through cross- sell and knowledge of all lending products and partner capabilities. Building rapport with their Sr. Lending Advisor(s), cultivating relationships with clients, and establishing partner foundations will be essential to developing these opportunities. What you will do: * Provide support to the Sr. Lending Advisor Team, by providing assistance with complex transactions. Act as a first level support function for the Sr. Lending Advisor and sales team to assist and support with any and all inquiries. * Responsible for assisting assigned Sr. Lending Advisors. Monitor and manage loan pipeline, track progress and ensure timely loan milestones and loan contingencies are met and supporting documents are collected. Work on loan conditions alongside with Sr. Lending Advisors. * Assist Sr. Lending Advisors by providing input and guidance in case of workflow uncertainties, clarify processes and procedures as needed. Facilitate effective communication between sales and operations teams. * Supports Sr. Lending Advisors and Sales team as necessary with customer contact to follow up on conditions, status on milestones, docs, funding's and closings. * Coordinates processes and follows through to completion of other lending related products and services, such as deposit accounts, trusts, treasury products, etc., as directed by the Mortgage Leadership team. Work on special projects and deliverables as directed by the Mortgage leadership team such as strategic initiatives and operational improvements. Who you are: * High School or GED required. Associate's Degree preferred; 5+ years of experience may be considered in lieu of degree * NMLS Required * Proficient with: MS Office Suite applications systems; Encompass (LOS), and other mortgage lending-related systems * Possess excellent human relations, communications and business writing skills. * Ability to work effectively without direct supervision. * Possess effective time management and organizational skills. * Demonstrates teamwork in facilitating workflow. High level of cooperation with others and is responsive to the Bank's needs. * Exemplary motivation, enthusiasm, professionalism and team skills. * Demonstrates excellent customer service skills. * Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities. * Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information. * Ability to travel between bank and customer locations and/or commute for training purposes. * Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. * Ability to interpret a variety of instructions furnished in written, oral, or schedule form. * Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. #LI-DNI Hourly range: $27.00 - $35.00 Eligible for incentive plans 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$27-35 hourly Auto-Apply 52d ago
Utility Universal Banker
Mechanics Bank 4.2
Remote or Castroville, CA job
Mechanics Bank is currently searching for a Utility Universal Banker to join our team at our Castroville Branch. Under general supervision, independently and accurately performs the full range of teller and new accounts transactions according to established procedures. Provides dual control support, delivers excellent customer service, and is responsible for the sales and servicing of all Bank products and services. Works with the sales team to achieve personal goals in the areas of deposit growth, business relationship growth and consumer relationship growth. The Utility is required to travel between temporary assignments at branch offices within a designated region. They are responsible for processing cash and non-cash transactions in accordance with company policy and procedures, providing superior customer service. What you will do: * Performs routine teller transactions, new account transactions and works directly with customers. Responsible for maintaining and balancing a cash supply for transactions performed. * Assists customers with account maintenance, online banking, mobile banking, and other complex account issues. Resolves concerns presented by customers. Effectively questions and listens to customers to gain a full understanding of both their new and existing financial circumstances and needs. * Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a Retail office. Promotes the full range of deposit products and services that best meets the customer's needs. * 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. * Represents the Bank and its products and services with pride and enthusiasm. Utilizes sales techniques to uncover customer needs to present the bank's products and services. Provides additional information to customers regarding bank's special promotions. * Receives small business loan applications and reviews loan packages for required documentation. Processes simple consumer loan packages and refers real estate secured consumer loans or complex business loans to business partner. * Gathers data and processes various reports and forms (e.g., Currency Transaction Reports, Reg CC, holds, overdraft, operational branch reports, etc.) to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs. * Keeps a clean, organized work area and a professional appearance. Completes required compliance training in a timely manner. Participates in branch, Region, and Bank campaigns. Who you are: * High School Diploma or GED required or equivalent combination of education and experience required. * Approximately 80 - 90% travel is required, typically within a 50-mile radius. May exceed dependent upon territory. Mileage will be paid for travel between assignments. * Notary license preferred * Minimum of 2 years of banking experience in operations and sales required. * Excellent interpersonal skills, attention to detail, and customer service. * Ability to work independently and collaborate effectively as a team member. * Ability to make decisions using information available. * Working knowledge of Bank deposit products and services. * Working knowledge of Bank's consumer loan products. * Basic knowledge of alternative Bank services and vendor provided products. * Ability to persuade, including the value and benefits of using the Bank's services and products. * Knowledge of applicable Bank policies and procedures. #LI-DNI Pay Range: $22.00 - $30.00 hourly Eligible for commission/incentive plans 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$22-30 hourly Auto-Apply 60d+ ago
Commercial Ag Loan Assistant
Farmers & Merchants Bancorp 4.4
Urbana, OH job
The Commercial Lending Assistant will provide administrative and support assistance for multiple commercial lending officers while acting as a liaison between the clients and the Bank to ensure all commercial clients within their region are serviced professionally to meet and exceed client expectations. They serve as the loan documentation contact person and perform administrative duties. OBJECTIVES OF THIS ROLE: * Ensure that loan files contain accurate documents, signatures, dates and other relevant data are collected and/or recorded. * Provide administrative assistance to the Commercial / Ag bankers, including but not limited to updating and typing loan applications, assembling documentation for loans, ordering credit reports, attorney work, title searches, flood determinations, UCC searches, and appraisals. * Assist customers with questions concerning existing accounts. RESPONSIBILITIES: * Prepares loan disbursements, payments and draws on lines of credit, wire transfers and account transfers on behalf of the commercial customers. * Works effectively with a diverse group of bank personnel at several levels of the organization in the coordination of commercial application requirements leading up to document delivery. * Completes credit references. * Enter data in computer using different software programs - primarily MS Word and MS Excel. * Assist in collection and organization of financial information needed in evaluation of credit. Prepare and mail letters to customers requesting updated financial information. Save financial and other customer related documentation in the public drive. Insure all documentation is imaged in Director. * Adheres to Loan Policy and Compliance Regulations * Processes new and renewal notes. * Closes loans for Commercial / Ag Bankers following their instructions. * Schedules loan closings and Banker's appointments. * Follow up and maintain pending/exception list for loan files. * Corresponds with customers by phone, in writing or via electronic communication as appropriate. * Complete CIP and other related documentation associated with identity verification for borrowers and guarantors. * Comply and satisfactorily pass tests for bank policy and regulations that apply to position. * Other duties may be assigned. Requirements QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED) and two to four years related experience and/or training; or equivalent combination of education and experience along with computer experience. LANGUAGE SKILLS Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. ADDITIONAL REQUIREMENTS: CERTIFICATES, LICENSES, REGISTRATIONS * Notary Public Commission * Valid Driver's License COMPLIANCE: * As generally applicable to F&M Bank and commensurate with these job functions, this job role includes accountabilities for following Bank policies and related procedures, as well as regulatory requirements involving federal and state laws, regulations, and related guidance. * Compliance with Bank Secrecy Act (BSA), including accurate completion of Currency Transaction Reports (CTR) when applicable, Anti-Money Laundering Act (AML), Office of Foreign Asset Control (OFAC) and the USA PATRIOT Act. Adhere to Customer Identification, Customer Due Diligence and reporting of suspicious activities to the BSA Department. NON-EXEMPT/HOURLY COMPETENCIES: * Job Knowledge: Understands duties and responsibilities, possesses necessary job knowledge and technical skills, maintains job knowledge current. * Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, and handles information flow. * Attendance: Employee is expected to adhere to the attendance and break policy and communicate with your supervisor about anticipated time off or modifications to break times.
$32k-38k yearly est. 25d ago
Lending Advisor Associate
Mechanics Bank 4.2
Remote or Irvine, CA job
Mechanics Bank is currently searching for a Lending Advisor Associate to join our team in one of the following offices: Walnut Creek, CA; Roseville, CA; Irvine, CA; or Seattle, WA. The Lending Advisor Associate participates on a team to support the Sr. Lending Advisor(s) as assigned, to provide sales, administrative process, and relationship management support. Position will focus on client contact, gathering information and/or documentations and interacting with processing, underwriting and closing teams. Manages the loan pipeline and completion of loan files from application through closing to ensure timely loan milestones and loan contingencies as well as the improve client experience. Lending Advisor Associate will act as a central point of contact for internal business partners and clients, supporting Bank processes, products and services, and loan processes in order to deepen client relationships and ensure a positive total experience. This individual will learn and evolve their understanding and mastery of all opportunities to deepen relationships through cross- sell and knowledge of all lending products and partner capabilities. Building rapport with their Sr. Lending Advisor(s), cultivating relationships with clients, and establishing partner foundations will be essential to developing these opportunities. What you will do: * Provide support to the Sr. Lending Advisor Team, by providing assistance with complex transactions. Act as a first level support function for the Sr. Lending Advisor and sales team to assist and support with any and all inquiries. * Responsible for assisting assigned Sr. Lending Advisors. Monitor and manage loan pipeline, track progress and ensure timely loan milestones and loan contingencies are met and supporting documents are collected. Work on loan conditions alongside with Sr. Lending Advisors. * Assist Sr. Lending Advisors by providing input and guidance in case of workflow uncertainties, clarify processes and procedures as needed. Facilitate effective communication between sales and operations teams. * Supports Sr. Lending Advisors and Sales team as necessary with customer contact to follow up on conditions, status on milestones, docs, funding's and closings. * Coordinates processes and follows through to completion of other lending related products and services, such as deposit accounts, trusts, treasury products, etc., as directed by the Mortgage Leadership team. Work on special projects and deliverables as directed by the Mortgage leadership team such as strategic initiatives and operational improvements. Who you are: * High School or GED required. Associate's Degree preferred; 5+ years of experience may be considered in lieu of degree * NMLS Required * Proficient with: MS Office Suite applications systems; Encompass (LOS), and other mortgage lending-related systems * Possess excellent human relations, communications and business writing skills. * Ability to work effectively without direct supervision. * Possess effective time management and organizational skills. * Demonstrates teamwork in facilitating workflow. High level of cooperation with others and is responsive to the Bank's needs. * Exemplary motivation, enthusiasm, professionalism and team skills. * Demonstrates excellent customer service skills. * Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities. * Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information. * Ability to travel between bank and customer locations and/or commute for training purposes. * Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. * Ability to interpret a variety of instructions furnished in written, oral, or schedule form. * Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. #LI-DNI Hourly range: $27.00 - $35.00 Eligible for incentive plans 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$27-35 hourly Auto-Apply 52d ago
Care Center Representative
Mechanics Bank 4.2
Remote or Federal Way, WA job
Mechanics Bank is currently searching for a Care Center Representative (Call Center Representative) to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Federal Way, WA office. Responsible for servicing the financial needs of clients through all Customer Care communications channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals. Provide outstanding customer experiences by consistently providing premier customer service and professional resolution of problems/issues. Handle a variety of customer service and referral calls and chat interactions in a prompt and courteous manner to meet and exceed established goals. What you will do: * Support the contact of bank customers and prospects through phone, electronic and chat channels to market an array of financial products and services. * May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments. * Utilize chat library and other tools to communicate with customers in accordance with the bank compliance and other processes. * Provide telephone support for customers requiring assistance with both traditional and electronic banking products. Use effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs. * Maintain a solid understanding of the products and services being offered. Use judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact. * Collect information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Complete research and resolves documentation errors or discrepancies. * Forward more complex problems to management, as required. Who you are: * High School diploma or equivalent required. * Bilingual (Spanish) candidates preferred but not required. * Minimum of 1 year experience as a call center representative with referral and service functions experience in a bank or financial institution. * Minimum typing speed of 50 wpm. * Possess excellent human relations and communications skills. * Possess friendly demeanor, can-do attitude, and willingness to help at all times. Use questioning and listening skills that support effective telephone communication. Identify and use voice skills to enhance telephone presentation. * Effectively cope with angry or upset customers and apply appropriate actions to effectively control a telephone call. * Able to cope with pressure resulting from meeting required productivity levels and deadlines. Able to protect and maintain confidential information. * Professional in appearance and in verbal communication. * Demonstrate teamwork in facilitating workflow. #LI-HJ1 Pay Range: $20.00-$31.83 hourly AIP/Bonus: up to 5% 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$20-31.8 hourly Auto-Apply 60d+ ago
Sr. Universal Banker
Mechanics Bank 4.2
Remote or Santa Rosa, CA job
Mechanics Bank is currently searching for a full time Sr. Universal Banker to join our team at our Santa Rose Branch. The Sr. Universal Banker performs the full range of new account transactions according to established procedures. Identifies and closes ethical and appropriate sales and service opportunities for Retail Banking consumer and business customers and prospects, including deposit and lending products, additional banking services and external products through approved partners according to procedure. Performs senior level transactions including, but not limited to, complex account type account opening, account maintenance, customer problem resolution and business lending package reviews. May support teller line transactions, including cash handling and other operational duties such as approving transactions and providing dual control support within the branch as needed. Highly knowledgeable in banking products and services, as well as full compliance will all banking regulations and internal policies and procedures. Delivers excellent customer service and is a significant contributor to the branch sales performance. What you will do: * Represents the Bank and its products and services with pride and enthusiasm. Senses and responds to customer needs. Identifies and pursues new or related customer opportunities for additional products and/or services. * Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a retail branch. Promotes the full range of deposit and lending products and services that best meets the client's needs. * Receives, processes and closes consumer loan and small business loan applications and reviews loan packages for required documentation. Clarifies to customer basic qualifications for the loan(s), rates, terms and conditions. Keeps customer apprised of loan application status. * Assists customers with account maintenance, adoption of digital banking channels, and other complex account issues. Deepen relationships and resolve concerns presented by clients. * Provides teller line support and performs routine teller transactions as needed. Responsible for maintaining and balancing a cash supply for transactions performed. * Reviews client transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking clients. Prevents clients from becoming victims of fraud. Escalates concerns to management for resolution. * Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers; reviews the work of others for compliance. * May lead and direct the activities of Customer Service Representatives and other Universal Bankers. Who you are: * High School Degree or GED required. * Minimum of 2 years bank operations and sales experience required. * Notary license preferred. * Excellent interpersonal skills, attention to detail, and customer service. * Ability to work independently and collaborate effectively as a team member. * Ability to make decisions and review and approve other employee decisions. * Extensive knowledge of Bank deposit products and services. * Thorough knowledge of Bank's standard loan products. * Knowledge of small business and consumer credit principles and practices. * Extensive knowledge of alternative Bank services and products and vendor provided products. * Ability to persuade, including the value and benefits of using the Bank's services and products. * Knowledge of applicable Federal and State banking regulations. #LI-DNI Pay Range: $22.00 - $30.00 hourly Eligible for commission/incentive plans 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$22-30 hourly Auto-Apply 51d ago
Lending Advisor Associate
Mechanics Bank 4.2
Remote or Seattle, WA job
Mechanics Bank is currently searching for a Lending Advisor Associate to join our team in one of the following offices: Walnut Creek, CA; Roseville, CA; Irvine, CA; or Seattle, WA. The Lending Advisor Associate participates on a team to support the Sr. Lending Advisor(s) as assigned, to provide sales, administrative process, and relationship management support. Position will focus on client contact, gathering information and/or documentations and interacting with processing, underwriting and closing teams. Manages the loan pipeline and completion of loan files from application through closing to ensure timely loan milestones and loan contingencies as well as the improve client experience. Lending Advisor Associate will act as a central point of contact for internal business partners and clients, supporting Bank processes, products and services, and loan processes in order to deepen client relationships and ensure a positive total experience. This individual will learn and evolve their understanding and mastery of all opportunities to deepen relationships through cross- sell and knowledge of all lending products and partner capabilities. Building rapport with their Sr. Lending Advisor(s), cultivating relationships with clients, and establishing partner foundations will be essential to developing these opportunities. What you will do: * Provide support to the Sr. Lending Advisor Team, by providing assistance with complex transactions. Act as a first level support function for the Sr. Lending Advisor and sales team to assist and support with any and all inquiries. * Responsible for assisting assigned Sr. Lending Advisors. Monitor and manage loan pipeline, track progress and ensure timely loan milestones and loan contingencies are met and supporting documents are collected. Work on loan conditions alongside with Sr. Lending Advisors. * Assist Sr. Lending Advisors by providing input and guidance in case of workflow uncertainties, clarify processes and procedures as needed. Facilitate effective communication between sales and operations teams. * Supports Sr. Lending Advisors and Sales team as necessary with customer contact to follow up on conditions, status on milestones, docs, funding's and closings. * Coordinates processes and follows through to completion of other lending related products and services, such as deposit accounts, trusts, treasury products, etc., as directed by the Mortgage Leadership team. Work on special projects and deliverables as directed by the Mortgage leadership team such as strategic initiatives and operational improvements. Who you are: * High School or GED required. Associate's Degree preferred; 5+ years of experience may be considered in lieu of degree * NMLS Required * Proficient with: MS Office Suite applications systems; Encompass (LOS), and other mortgage lending-related systems * Possess excellent human relations, communications and business writing skills. * Ability to work effectively without direct supervision. * Possess effective time management and organizational skills. * Demonstrates teamwork in facilitating workflow. High level of cooperation with others and is responsive to the Bank's needs. * Exemplary motivation, enthusiasm, professionalism and team skills. * Demonstrates excellent customer service skills. * Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities. * Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information. * Ability to travel between bank and customer locations and/or commute for training purposes. * Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. * Ability to interpret a variety of instructions furnished in written, oral, or schedule form. * Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. #LI-DNI Hourly range: $27.00 - $35.00 Eligible for incentive plans 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$27-35 hourly Auto-Apply 52d ago
Care Center Representative
Mechanics Bank 4.2
Remote or Federal Way, WA job
Mechanics Bank is currently searching for a Care Center Representative (Call Center Representative) to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Federal Way, WA office. Responsible for servicing the financial needs of clients through all Customer Care communications channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals. Provide outstanding customer experiences by consistently providing premier customer service and professional resolution of problems/issues. Handle a variety of customer service and referral calls and chat interactions in a prompt and courteous manner to meet and exceed established goals. What you will do: * Support the contact of bank customers and prospects through phone, electronic and chat channels to market an array of financial products and services. * May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments. * Utilize chat library and other tools to communicate with customers in accordance with the bank compliance and other processes. * Provide telephone support for customers requiring assistance with both traditional and electronic banking products. Use effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs. * Maintain a solid understanding of the products and services being offered. Use judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact. * Collect information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Complete research and resolves documentation errors or discrepancies. * Forward more complex problems to management, as required. Who you are: * High School diploma or equivalent required. * Bilingual (Spanish) candidates preferred but not required. * Minimum of 1 year experience as a call center representative with referral and service functions experience in a bank or financial institution. * Minimum typing speed of 50 wpm. * Possess excellent human relations and communications skills. * Possess friendly demeanor, can-do attitude, and willingness to help at all times. Use questioning and listening skills that support effective telephone communication. Identify and use voice skills to enhance telephone presentation. * Effectively cope with angry or upset customers and apply appropriate actions to effectively control a telephone call. * Able to cope with pressure resulting from meeting required productivity levels and deadlines. Able to protect and maintain confidential information. * Professional in appearance and in verbal communication. * Demonstrate teamwork in facilitating workflow. #LI-DNI Pay Range: $20.00 - $31.83 hourly AIP/Bonus: up to 5% 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$20-31.8 hourly Auto-Apply 60d+ ago
Sr. Universal Banker (Monday - Friday)
Mechanics Bank 4.2
Remote or Danville, CA job
Mechanics Bank is currently searching for a full time Sr. Universal Banker to join our team at our Danville Branch. The Sr. Universal Banker performs the full range of new account transactions according to established procedures. Identifies and closes ethical and appropriate sales and service opportunities for Retail Banking consumer and business customers and prospects, including deposit and lending products, additional banking services and external products through approved partners according to procedure. Performs senior level transactions including, but not limited to, complex account type account opening, account maintenance, customer problem resolution and business lending package reviews. May support teller line transactions, including cash handling and other operational duties such as approving transactions and providing dual control support within the branch as needed. Highly knowledgeable in banking products and services, as well as full compliance will all banking regulations and internal policies and procedures. Delivers excellent customer service and is a significant contributor to the branch sales performance. What you will do: * Represents the Bank and its products and services with pride and enthusiasm. Senses and responds to customer needs. Identifies and pursues new or related customer opportunities for additional products and/or services. * Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a retail branch. Promotes the full range of deposit and lending products and services that best meets the client's needs. * Receives, processes and closes consumer loan and small business loan applications and reviews loan packages for required documentation. Clarifies to customer basic qualifications for the loan(s), rates, terms and conditions. Keeps customer apprised of loan application status. * Assists customers with account maintenance, adoption of digital banking channels, and other complex account issues. Deepen relationships and resolve concerns presented by clients. * Provides teller line support and performs routine teller transactions as needed. Responsible for maintaining and balancing a cash supply for transactions performed. * Reviews client transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking clients. Prevents clients from becoming victims of fraud. Escalates concerns to management for resolution. * Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers; reviews the work of others for compliance. * May lead and direct the activities of Customer Service Representatives and other Universal Bankers. Who you are: * High School Degree or GED required. * Minimum of 2 years bank operations and sales experience required. * Notary license preferred. * Excellent interpersonal skills, attention to detail, and customer service. * Ability to work independently and collaborate effectively as a team member. * Ability to make decisions and review and approve other employee decisions. * Extensive knowledge of Bank deposit products and services. * Thorough knowledge of Bank's standard loan products. * Knowledge of small business and consumer credit principles and practices. * Extensive knowledge of alternative Bank services and products and vendor provided products. * Ability to persuade, including the value and benefits of using the Bank's services and products. * Knowledge of applicable Federal and State banking regulations. #LI-ML1 Pay Range: $22.00 - $30.00 hourly Eligible for commission/incentive plans 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$22-30 hourly Auto-Apply 60d+ ago
Lending Advisor Associate
Mechanics Bank 4.2
Remote or Walnut Creek, CA job
Mechanics Bank is currently searching for a Lending Advisor Associate to join our team in one of the following offices: Walnut Creek, CA; Roseville, CA; Irvine, CA; or Seattle, WA. The Lending Advisor Associate participates on a team to support the Sr. Lending Advisor(s) as assigned, to provide sales, administrative process, and relationship management support. Position will focus on client contact, gathering information and/or documentations and interacting with processing, underwriting and closing teams. Manages the loan pipeline and completion of loan files from application through closing to ensure timely loan milestones and loan contingencies as well as the improve client experience. Lending Advisor Associate will act as a central point of contact for internal business partners and clients, supporting Bank processes, products and services, and loan processes in order to deepen client relationships and ensure a positive total experience. This individual will learn and evolve their understanding and mastery of all opportunities to deepen relationships through cross- sell and knowledge of all lending products and partner capabilities. Building rapport with their Sr. Lending Advisor(s), cultivating relationships with clients, and establishing partner foundations will be essential to developing these opportunities. What you will do: * Provide support to the Sr. Lending Advisor Team, by providing assistance with complex transactions. Act as a first level support function for the Sr. Lending Advisor and sales team to assist and support with any and all inquiries. * Responsible for assisting assigned Sr. Lending Advisors. Monitor and manage loan pipeline, track progress and ensure timely loan milestones and loan contingencies are met and supporting documents are collected. Work on loan conditions alongside with Sr. Lending Advisors. * Assist Sr. Lending Advisors by providing input and guidance in case of workflow uncertainties, clarify processes and procedures as needed. Facilitate effective communication between sales and operations teams. * Supports Sr. Lending Advisors and Sales team as necessary with customer contact to follow up on conditions, status on milestones, docs, funding's and closings. * Coordinates processes and follows through to completion of other lending related products and services, such as deposit accounts, trusts, treasury products, etc., as directed by the Mortgage Leadership team. Work on special projects and deliverables as directed by the Mortgage leadership team such as strategic initiatives and operational improvements. Who you are: * High School or GED required. Associate's Degree preferred; 5+ years of experience may be considered in lieu of degree * NMLS Required * Proficient with: MS Office Suite applications systems; Encompass (LOS), and other mortgage lending-related systems * Possess excellent human relations, communications and business writing skills. * Ability to work effectively without direct supervision. * Possess effective time management and organizational skills. * Demonstrates teamwork in facilitating workflow. High level of cooperation with others and is responsive to the Bank's needs. * Exemplary motivation, enthusiasm, professionalism and team skills. * Demonstrates excellent customer service skills. * Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities. * Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information. * Ability to travel between bank and customer locations and/or commute for training purposes. * Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. * Ability to interpret a variety of instructions furnished in written, oral, or schedule form. * Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. #LI-DNI Hourly range: $27.00 - $35.00 Eligible for incentive plans 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$27-35 hourly Auto-Apply 52d ago
Care Center Representative
Mechanics Bank 4.2
Remote or Federal Way, WA job
Mechanics Bank is currently searching for a Care Center Representative (Call Center Representative) to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Federal Way Operations, WA office. Responsible for servicing the financial needs of clients through all Customer Care communications channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals. Provide outstanding customer experiences by consistently providing premier customer service and professional resolution of problems/issues. Handle a variety of customer service and referral calls and chat interactions in a prompt and courteous manner to meet and exceed established goals. What you will do: * Support the contact of bank customers and prospects through phone, electronic and chat channels to market an array of financial products and services. * May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments. * Utilize chat library and other tools to communicate with customers in accordance with the bank compliance and other processes. * Provide telephone support for customers requiring assistance with both traditional and electronic banking products. Use effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs. * Maintain a solid understanding of the products and services being offered. Use judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact. * Collect information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Complete research and resolves documentation errors or discrepancies. * Forward more complex problems to management, as required. Who you are: * High School diploma or equivalent required. * Bilingual (Spanish) candidates preferred but not required. * Minimum of 1 year experience as a call center representative with referral and service functions experience in a bank or financial institution. * Minimum typing speed of 50 wpm. * Possess excellent human relations and communications skills. * Possess friendly demeanor, can-do attitude, and willingness to help at all times. Use questioning and listening skills that support effective telephone communication. Identify and use voice skills to enhance telephone presentation. * Effectively cope with angry or upset customers and apply appropriate actions to effectively control a telephone call. * Able to cope with pressure resulting from meeting required productivity levels and deadlines. Able to protect and maintain confidential information. * Professional in appearance and in verbal communication. * Demonstrate teamwork in facilitating workflow. #LI-DNI Pay Range: $20.00 - $31.83 hourly AIP/Bonus: up to 5% 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$20-31.8 hourly Auto-Apply 17d ago
Universal Banker (30 hours per week)
Mechanics Bank 4.2
Remote or El Cerrito, CA job
Mechanics Bank is currently searching for a part time Universal Banker to join our team at our El Cerrito Branch. The Universal Banker independently performs basic to moderately complex banking transactions. 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. Actively assists customers, pays close attention to detail, and offers referrals for additional products and services. Performs complex operational transactions, including dual control and custodial processes. Identify additional banking services needed by the customer and supports in the referral and/or opening or appropriate service. Open basic consumer and business accounts, as well as identify and process applications for basic consumer and business lending opportunities. 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: * Performs routine teller transactions and works directly with customers. 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 comprehensive deposit services to individuals, fiduciary, and small businesses in a retail office. Promotes the full range of deposit products and services that best meets the client's needs. Processes new account transactions and works directly with customers. * Provides exemplary customer service. Represents the Bank and its products and services with pride and enthusiasm. Senses and responds to customer needs. Identifies and pursues new or related customer opportunities for additional products and/or services. * Assists customers with account maintenance, online banking, mobile banking, and other complex account issues. Resolves concerns presented by clients. Effectively questions and listens to customer to gain a full understanding both new and existing customer's financial circumstances and needs. * Reviews client transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking clients. Prevents clients from becoming victims of fraud. Refer customers to Branch Management and the proper department for issues that cannot be resolved at the teller line. * Receives and processes or refers consumer loan and small business loan applications. Reviews small business loan packages for required documentation. Keeps customer apprised of loan application status. * Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers; reviews the work of others for compliance. Who you are: * High School Degree or GED required. * Minimum of 2 years of customer service experience required. * Minimum of 1 year banking and cash handling experience required. * Excellent interpersonal skills (verbal and written), attention to detail, and customer service. * Ability to work independently and collaborate effectively as a team member. * Ability to make decisions using information available. * Working knowledge of Bank deposit products and services. * Basic knowledge of alternative Bank services and vendor provided products. * Ability to persuade the value and benefits of using the Bank's services and products. * Knowledge of applicable Bank policies and procedures. #LI-DNI Pay Range: $20.50 - $26.00 hourly Eligible for commission/incentive plans 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$20.5-26 hourly Auto-Apply 16d ago
Care Center Representative
Mechanics Bank 4.2
Remote or Irvine, CA job
Mechanics Bank is currently searching for a Care Center Representative (Call Center Representative) to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site in Irvine, Roseville or Walnut Creek, California. Responsible for servicing the financial needs of clients through all Customer Care communications channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals. Provide outstanding customer experiences by consistently providing premier customer service and professional resolution of problems/issues. Handle a variety of customer service and referral calls and chat interactions in a prompt and courteous manner to meet and exceed established goals. What you will do: * Support the contact of bank customers and prospects through phone, electronic and chat channels to market an array of financial products and services. * May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments. * Utilize chat library and other tools to communicate with customers in accordance with the bank compliance and other processes. * Provide telephone support for customers requiring assistance with both traditional and electronic banking products. Use effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs. * Maintain a solid understanding of the products and services being offered. Use judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact. * Collect information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Complete research and resolves documentation errors or discrepancies. * Forward more complex problems to management, as required. Who you are: * High School diploma or equivalent required. * Bilingual (Spanish) candidates preferred but not required. * Minimum of 1 year experience as a call center representative with referral and service functions experience in a bank or financial institution. * Minimum typing speed of 50 wpm. * Possess excellent human relations and communications skills. * Possess friendly demeanor, can-do attitude, and willingness to help at all times. Use questioning and listening skills that support effective telephone communication. Identify and use voice skills to enhance telephone presentation. * Effectively cope with angry or upset customers and apply appropriate actions to effectively control a telephone call. * Able to cope with pressure resulting from meeting required productivity levels and deadlines. Able to protect and maintain confidential information. * Professional in appearance and in verbal communication. * Demonstrate teamwork in facilitating workflow. #LI-DNI Pay Range: $21.00 - $26.00 hourly AIP/Bonus: up to 5% 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$21-26 hourly Auto-Apply 6d ago
Universal Banker (30 hours)
Mechanics Bank 4.2
Remote or Brawley, CA job
Mechanics Bank is looking for a part time Universal Banker for the Brawley Branch. Under general supervision, independently and accurately performs the full range of teller and new accounts transactions according to established procedures. Provides dual control support. Delivers excellent customer service. What you'll do: * Performs routine teller transactions, new account transactions and works directly with clients. Responsible for maintaining and balancing a cash supply for transactions performed. * Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a retail office. Promotes the full range of deposit products and services that best meets the client's needs. * Receives consumer loan applications and reviews loan packages for required documentation. Processes simple consumer loan packages and refers complex applications to qualified employees in the branch. * Assists customers with account maintenance, online banking, mobile banking, and other complex account issues. Resolves concerns presented by clients. * Represents the Bank and its products and services with pride and enthusiasm. Senses and responds to customer needs. Identifies and pursues new or related customer opportunities for additional products and/or services. Provides quality referrals to business partners. * Reviews client transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking clients. Prevents clients from becoming victims of fraud. * 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. * Completes required compliance training in a timely manner. Participates in branch, Region, and Bank campaigns. Who you are: * High school diploma/GED required. * 0-3 years of experience in banking. * Excellent interpersonal skills and customer service. * Ability to work independently and collaborate effectively as a team member. * Ability to make decisions using information available. * Excellent interpersonal skills, attention to detail, and customer service. * Working knowledge of Bank deposit products and services. * Working knowledge of Bank's consumer loan products. * Basic knowledge of alternative Bank services and vendor provided products. * Ability to persuade, including the value and benefits of using the Bank's services and products. * Knowledge of applicable Bank policies and procedures. #LI-DNI Pay Range: $20.50 - $26.00 hourly Eligible for commission/incentive plans 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$20.5-26 hourly Auto-Apply 37d ago
Care Center Representative
Mechanics Bank 4.2
Remote or Irvine, CA job
Mechanics Bank is currently searching for a Care Center Representative (Call Center Representative) to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Irvine, Roseville or Walnut Creek locations. Responsible for servicing the financial needs of clients through all Customer Care communications channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals. Provide outstanding customer experiences by consistently providing premier customer service and professional resolution of problems/issues. Handle a variety of customer service and referral calls and chat interactions in a prompt and courteous manner to meet and exceed established goals. What you will do: * Support the contact of bank customers and prospects through phone, electronic and chat channels to market an array of financial products and services. * May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments. * Utilize chat library and other tools to communicate with customers in accordance with the bank compliance and other processes. * Provide telephone support for customers requiring assistance with both traditional and electronic banking products. Use effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs. * Maintain a solid understanding of the products and services being offered. Use judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact. * Collect information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Complete research and resolves documentation errors or discrepancies. * Forward more complex problems to management, as required. Who you are: * High School diploma or equivalent required. * Bilingual (Spanish) candidates preferred but not required. * Minimum of 1 year experience as a call center representative with referral and service functions experience in a bank or financial institution. * Minimum typing speed of 50 wpm. * Possess excellent human relations and communications skills. * Possess friendly demeanor, can-do attitude, and willingness to help at all times. Use questioning and listening skills that support effective telephone communication. Identify and use voice skills to enhance telephone presentation. * Effectively cope with angry or upset customers and apply appropriate actions to effectively control a telephone call. * Able to cope with pressure resulting from meeting required productivity levels and deadlines. Able to protect and maintain confidential information. * Professional in appearance and in verbal communication. * Demonstrate teamwork in facilitating workflow. #LI-DNI Pay Range: $21.00 - $26.00 hourly AIP/Bonus: up to 5% 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$21-26 hourly Auto-Apply 60d+ ago
Universal Banker
Mechanics Bank 4.2
Remote or Tulare, CA job
Mechanics Bank is currently searching for a full time Universal Banker to join our team at our Tulare Branch. The Universal Banker independently performs basic to moderately complex banking transactions. 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. Actively assists customers, pays close attention to detail, and offers referrals for additional products and services. Performs complex operational transactions, including dual control and custodial processes. Identify additional banking services needed by the customer and supports in the referral and/or opening or appropriate service. Open basic consumer and business accounts, as well as identify and process applications for basic consumer and business lending opportunities. 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: * Performs routine teller transactions and works directly with customers. 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 comprehensive deposit services to individuals, fiduciary, and small businesses in a retail office. Promotes the full range of deposit products and services that best meets the client's needs. Processes new account transactions and works directly with customers. * Provides exemplary customer service. Represents the Bank and its products and services with pride and enthusiasm. Senses and responds to customer needs. Identifies and pursues new or related customer opportunities for additional products and/or services. * Assists customers with account maintenance, online banking, mobile banking, and other complex account issues. Resolves concerns presented by clients. Effectively questions and listens to customer to gain a full understanding both new and existing customer's financial circumstances and needs. * Reviews client transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking clients. Prevents clients from becoming victims of fraud. Refer customers to Branch Management and the proper department for issues that cannot be resolved at the teller line. * Receives and processes or refers consumer loan and small business loan applications. Reviews small business loan packages for required documentation. Keeps customer apprised of loan application status. * Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers; reviews the work of others for compliance. Who you are: * High School Degree or GED required. * Minimum of 2 years of customer service experience required. * Minimum of 1 year banking and cash handling experience required. * Excellent interpersonal skills (verbal and written), attention to detail, and customer service. * Ability to work independently and collaborate effectively as a team member. * Ability to make decisions using information available. * Working knowledge of Bank deposit products and services. * Basic knowledge of alternative Bank services and vendor provided products. * Ability to persuade the value and benefits of using the Bank's services and products. * Knowledge of applicable Bank policies and procedures. #LI-DNI Pay Range: $20.50 - $26.00 hourly Eligible for commission/incentive plans 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$20.5-26 hourly Auto-Apply 45d ago
Care Center Representative
Mechanics Bank 4.2
Remote or Walnut Creek, CA job
Mechanics Bank is currently searching for a Care Center Representative (Call Center Representative) to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Walnut Creek location. Responsible for servicing the financial needs of clients through all Customer Care communications channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals. Provide outstanding customer experiences by consistently providing premier customer service and professional resolution of problems/issues. Handle a variety of customer service and referral calls and chat interactions in a prompt and courteous manner to meet and exceed established goals. What you will do: Support the contact of bank customers and prospects through phone, electronic and chat channels to market an array of financial products and services. May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments. Utilize chat library and other tools to communicate with customers in accordance with the bank compliance and other processes. Provide telephone support for customers requiring assistance with both traditional and electronic banking products. Use effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs. Maintain a solid understanding of the products and services being offered. Use judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact. Collect information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Complete research and resolves documentation errors or discrepancies. Forward more complex problems to management, as required. Who you are: High School diploma or equivalent required. Bilingual (Spanish) candidates preferred but not required. Minimum of 1 year experience as a call center representative with referral and service functions experience in a bank or financial institution. Minimum typing speed of 50 wpm. Possess excellent human relations and communications skills. Possess friendly demeanor, can-do attitude, and willingness to help at all times. Use questioning and listening skills that support effective telephone communication. Identify and use voice skills to enhance telephone presentation. Effectively cope with angry or upset customers and apply appropriate actions to effectively control a telephone call. Able to cope with pressure resulting from meeting required productivity levels and deadlines. Able to protect and maintain confidential information. Professional in appearance and in verbal communication. Demonstrate teamwork in facilitating workflow. #LI-DNI Pay Range: $21.00 - $26.00 hourly AIP/Bonus: up to 5% 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$21-26 hourly Auto-Apply 60d+ ago
Universal Banker (20 hours per week)
Mechanics Bank 4.2
Remote or Oak View, CA job
Mechanics Bank is currently searching for a part time Universal Banker to join our team at our Oak View Branch. The Universal Banker independently performs basic to moderately complex banking transactions. 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. Actively assists customers, pays close attention to detail, and offers referrals for additional products and services. Performs complex operational transactions, including dual control and custodial processes. Identify additional banking services needed by the customer and supports in the referral and/or opening or appropriate service. Open basic consumer and business accounts, as well as identify and process applications for basic consumer and business lending opportunities. 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: * Performs routine teller transactions and works directly with customers. 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 comprehensive deposit services to individuals, fiduciary, and small businesses in a retail office. Promotes the full range of deposit products and services that best meets the client's needs. Processes new account transactions and works directly with customers. * Provides exemplary customer service. Represents the Bank and its products and services with pride and enthusiasm. Senses and responds to customer needs. Identifies and pursues new or related customer opportunities for additional products and/or services. * Assists customers with account maintenance, online banking, mobile banking, and other complex account issues. Resolves concerns presented by clients. Effectively questions and listens to customer to gain a full understanding both new and existing customer's financial circumstances and needs. * Reviews client transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking clients. Prevents clients from becoming victims of fraud. Refer customers to Branch Management and the proper department for issues that cannot be resolved at the teller line. * Receives and processes or refers consumer loan and small business loan applications. Reviews small business loan packages for required documentation. Keeps customer apprised of loan application status. * Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers; reviews the work of others for compliance. Who you are: * High School Degree or GED required. * Minimum of 2 years of customer service experience required. * Minimum of 1 year banking and cash handling experience required. * Excellent interpersonal skills (verbal and written), attention to detail, and customer service. * Ability to work independently and collaborate effectively as a team member. * Ability to make decisions using information available. * Working knowledge of Bank deposit products and services. * Basic knowledge of alternative Bank services and vendor provided products. * Ability to persuade the value and benefits of using the Bank's services and products. * Knowledge of applicable Bank policies and procedures. #LI-DNI Pay Range: $20.50 - $26.00 hourly Eligible for commission/incentive plans 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 [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
$20.5-26 hourly Auto-Apply 60d+ ago

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Updated January 13, 2026

Zippia gives an in-depth look into the details of Texas Bank and Trust, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Texas Bank and Trust. The employee data is based on information from people who have self-reported their past or current employments at Texas Bank and Trust. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Texas Bank and Trust. The data presented on this page does not represent the view of Texas Bank and Trust and its employees or that of Zippia.

Texas Bank and Trust may also be known as or be related to Texas Bank & Trust Company, Texas Bank And Trust, Texas Bank and Trust and Texas Bank and Trust Co.

Texas Bank and Trust jobs - 162 jobs

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