Customer Experience Representative I

Platte-Valley-Companies; Scottsbluff (NE); On-site; USD 32,000 - 42,000; Full time

Job summary

Platte-Valley-Companies seeks a Customer Experience Representative I to handle daily cash transactions accurately and provide excellent service at the branch. You will greet customers, identify sales opportunities, and educate clients about products while maintaining policy compliance.

The role supports account inquiries, cross-training across functions, and acts as a one-stop resource for walk-ins. Strong communication and dependable performance are essential.

Qualifications

• High School Diploma or equivalent.
• 1-2 years of banking or cash handling experience preferred.
• Effective oral and written communication skills (including telephone).
• Experienced in customer service in a sales environment is preferred.

Responsibilities

• Process daily money handling transactions and balance cash drawer.
• Provide quality customer service to all customers and prospective customers.
• Educate customers on products, services, and self-service options.
• Maintain knowledge of company policies and procedures.
• Attend scheduled meetings and training related to money handling and basic account management.
• Refer customers to Associates for complex services.

Skills

Customer service

Cash handling

Sales ability

Interpersonal skills

Communication

Problem solving

Time management

Teamwork

Data entry

Education

High School Diploma or equivalent

Tools

10-key adding machine

Debit card encoder

Debit card printer

Computer

Scanner

Job description

Customer Experience Representative I

JOB SUMMARY:

Demonstrate genuine interest and helpfulness when performing customer money handling transactions efficiently and accurately. Identify sales opportunities while maintaining performance standards per policy and procedures. Cross train to support account management inquiries and functions to serve as a one-stop resource for branch walk-ins. Individually contribute a sharp presentation and exceptional experience to each and every customer.

RESPONSIBILITIES:

ESSENTIAL FUNCTIONS:

• a. Responsible for processing daily money handling transactions and balancing cash drawer. Must perform all assigned duties in a professional, timely, accurate, and efficient manner as outlined in the money handling policy and procedures.
• b. Provide quality customer service to all customers and prospective customers. Greet clients and prospective clients extending courtesy, kindness, and genuine interest.
• c. Maintain basic knowledge of company products, services and promotions as each customer transaction should be perceived as an opportunity to educate customers on self-service, respond to inquiries or make referrals.
• d. Maintain knowledge of all company policies, practices and procedures.
• e. Attend all scheduled meetings, training and activities related to money handling transactions, basic account management and other company initiatives.
• f. Cross train and maintain knowledge of basic account management inquiries, set up and other functions to serve as one-stop resource; refer customers to appropriate Associates for complex or specialized services.
• g. Relay customer comments, concerns, or suggestions — as well as your own insights — to your supervisor in a timely manner.
• h. Maintain minimum performance standards for internal controls and risk management protocols for fraud detection and prevention.
• i. Other duties as assigned.

REQUIREMENTS:

Minimum Qualifications:

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

Physical Requirements:

Light Work - exerting up to 20 pounds of force occasionally, and/up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. Reaching, fingering, grasping, repetitive motions, stooping, crouching, standing, walking, lifting, climbing, kneeling, talking, hearing, pulling, pushing, thinking, concentrating and interacting with others. You should be capable of performing in a reasonable manner, with or without reasonable accommodation, the activities involved in this job.

Machines Used:

Computer, scanner, debit card encoder, debit card printer, teller machine, 10-key adding machine, check encoder, fax machine, copy machine, telephone.

Note: The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.