Customer Experience Associate I (Banking)

Platte Valley Bank; Colorado; On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

401k plan

Paid Time Off

Job summary

Platte Valley Bank is seeking a Customer Experience Representative I to handle daily cash transactions accurately and provide exceptional service at the branch. You will identify sales opportunities while educating customers about self-service options and bank promotions.

The role emphasizes cross-training for basic account management inquiries, maintaining policies, and contributing to a positive customer experience for every walk-in.

Qualifications

• High School Diploma or equivalent.
• 1-2 years of banking or cash handling experience preferred.
• General areas of competency: decision making, dependability, development, environmental safety, evaluation skills, interpersonal skills, prioritizing, problem solving, selling skills, team skills and time management.
• Customer contact in a sales environment is preferred.
• Effective oral and written communication skills (including telephone).
• Ability to operate a computer and software skills required; adding machine preferred.
• Fundamental mathematical ability.
• Must be capable of working with and maintaining the confidentiality of sensitive information.

Responsibilities

• Process daily money handling transactions and balance cash drawer, professionally and accurately.
• Provide quality customer service; greet clients and prospective customers with courtesy and genuine interest.
• Educate customers on products and self-service options; respond to inquiries or refer for complex needs.
• Maintain knowledge of company policies and procedures.
• Attend scheduled meetings and training related to money handling and account management.
• Cross train to handle basic account management inquiries and refer complex needs to specialists.
• Relay customer feedback and insights to supervisor in a timely manner.
• Maintain internal control standards and risk management for fraud detection and prevention.
• Perform other duties as assigned.

Skills

Customer service

Cash handling

Sales skills

Communication skills

Problem solving

Time management

Teamwork

Confidentiality

Education

High School Diploma

Tools

10-key adding machine

Debit card encoder

Teller machine

Job description

Platte Valley Bank is seeking a Customer Experience Representative I to handle daily cash transactions accurately and provide exceptional service at the branch. You will identify sales opportunities while educating customers about self-service options and bank promotions.

The role emphasizes cross-training for basic account management inquiries, maintaining policies, and contributing to a positive customer experience for every walk-in.