Mechanics Bank
Job Location : San Luis Obispo,CA, USA
Posted on : 2025-08-12T17:26:19Z
Job Description :
Has a superior understanding of consumer and small business deposit, treasury and credit products along with other internal and third party financial services. Ability to perform complex new account, lending, and service related transactions for customers while adhering to all Bank policies, procedures and banking regulations. Identifies and assesses customer needs and goals, offering Bank products and quality referrals to partners. Sources and develops new business by expanding and deepening relationships with existing and new customers. Assists the Retail Branch Manager with internal and external business development, while supporting ongoing management of the branch portfolio of customers. Assists customers with account maintenance, adoption of digital banking channels, and other complex account issues. Deepens relationships and resolves concerns presented by customers. Ensure exemplary customer service standards in the branch. Supports appropriate staffing and skill levels in branc...Officer, Financial, Customer Service, Operations, Leadership, Banking, Business Services
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