Customer Experience Representative I

Colonial Group; Walden (CO); On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k

Paid Time Off

Job summary

Colonial Group in Colorado is seeking a Customer Experience Representative I to handle daily money transactions, balance drawers, and help customers with inquiries. You will greet walk-ins, educate on self-service options, and refer complex requests to senior staff to ensure a smooth, friendly banking experience.

The role emphasizes accuracy, confidentiality of sensitive information, and adherence to policies.

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 balancing cash drawer.
• Provide quality customer service to all customers and prospective customers.
• Educate customers on company products and promotions and promote self-service options.
• Maintain knowledge of all company policies, practices and procedures.
• Attend scheduled meetings and training related to money handling and account management.
• Cross train to handle basic account inquiries and refer complex requests.
• Relay customer comments and suggestions to supervisor.
• Maintain internal controls and risk management for fraud detection and prevention.
• Other duties as assigned.

Skills

Decision making

Dependability

Interpersonal skills

Time management

Problem solving

Selling skills

Teamwork

Prioritization

Oral and written communication

Computer skills

Education

High School Diploma or equivalent

Tools

10-key adding machine

Computer

Debit card encoder

Debit card printer

Teller machine

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.

Colorado Pay Rate: $20-$23 per hour based on experience, education, and/or skill level. Benefits include medical, dental, and vision, life insurance, 401k, and Paid Time Off.