Banking Customer Experience Specialist I

Colonial Group

Hayden (CO)

On-site

USD 29,000 - 33,000

Full time

4 days ago
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Job summary

Colonial Group in Colorado is seeking a Customer Experience Representative I to handle daily money transactions accurately, assist customers, and promote self-service options. You will balance cash and provide friendly service, while identifying sales opportunities and supporting walk-in customers.

The role requires attention to policy, confidentiality, and participation in training on money handling and basic account management. A strong team player with solid communication is essential.

Qualifications

  • High School Diploma or equivalent is required.
  • 1-2 years of banking or cash handling experience preferred.
  • Strong decision making, dependability, and time management are expected.
  • Customer contact in a sales environment is preferred.
  • Effective oral and written communication, including telephone.
  • Ability to operate a computer; adding machine experience preferred.
  • Basic mathematical ability and confidentiality of sensitive information.

Responsibilities

  • Process daily money handling transactions and balance cash drawer.
  • Provide quality customer service and greet customers.
  • Educate customers on products, self-service, and promotions.
  • Maintain knowledge of company policies and procedures.
  • Attend meetings and training on money handling and account management.
  • Cross-train on basic account inquiries and set up functions as a one-stop resource.
  • Relay customer comments to supervisor in a timely manner.
  • Maintain controls and risk management for fraud prevention.
  • Other duties as assigned.

Skills

cash handling
banking
customer service
communication
computer skills
math skills
sales experience
confidentiality

Education

High School Diploma or equivalent

Tools

10-key adding machine
Debit card encoder
Debit card printer
Teller machine
Check encoder
Fax machine
Copy machine
Telephone

Job description

Colonial Group in Colorado is seeking a Customer Experience Representative I to handle daily money transactions accurately, assist customers, and promote self-service options. You will balance cash and provide friendly service, while identifying sales opportunities and supporting walk-in customers.

The role requires attention to policy, confidentiality, and participation in training on money handling and basic account management. A strong team player with solid communication is essential.

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