A small community bank with big opportunities
Financial Service Representative (Former Employee) – San Francisco, CA – January 29, 2015
After working for Mechanics Bank for 4 years, I decided to take on a new challenge and applied for the Financial Service Representative (FSR) position in San Francisco. Working from 8:30-5:30 every M-F, I quickly adapted to my environment and upped my sales from my previous position. As an FSR in an office with no tellers, I would spend part of my time at my desk and part of my time behind the operations counter. When I worked the teller lines, I maintained balances of my drawers and would use that point of interaction to develop new business. I worked with new and returning customers to open new personal and business checking accounts and savings accounts, helping them to secure loans, lines of credit, credit cards and home equity lines of credit. During the times I worked with my clientele, I would review their portfolio(s), and if they showed growth or a need for a more hands-on approach, I would work with them personally to ensure they were receiving the maximum benefits Mechanics Bank had to offer. At times when I would interface with my clients, I would gauge their personal or business needs, and if they were looking to secure a different type of investment, or if their business called for a higher focus to ensure their company's growth, I would refer them to the Wealth Management department or to the Commercial Business group.
Family-owned community bank, great benefits, room for growth
Old technology vs competitors (paper-based systems)