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Job Details

Personal Banker

  2026-03-12     Mechanics Bank     Irvine,CA  
Description:

Oversees a designated portfolio of Commercial Banking clients. Opens all accounts for clients. Answers all client inquiries regarding accounts, products and services. Provides highest level of service to all clients and maintain exemplary customer service standards primarily by telephone. Effectively respond to client needs with emphasis on first call resolution. Maintain strong product, operational and commercial banking knowledge in order to effectively resolve issues. Consistently comply with all Bank policies and procedures, regulations and compliance requirements in order to prevent losses and meet audit standards. Prepare correspondence to clients and their designees as appropriate. Ensure completeness of legal documentation on new account set up. Provides ongoing relationship servicing with current clients to maintain goodwill. Responds to customer inquiries and requests regarding account. May represent the Bank in civic and community events to enhance the reputation of Mechanic...Personal Banker, Banker, Business Services, Benefits, Health


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