Customer Experience Representative II

Dayforce; Casper (WY); Presencial; USD 36.000 - 48.000; Jornada completa

Descripción de la vacante

Dayforce in Casper, WY seeks a Customer Experience Representative II to deliver personalized service for personal and business accounts. You will handle opening, servicing, and transaction processing while ensuring accuracy and policy compliance.

You will greet customers, stay informed about products, and guide clients through digital tools while maintaining confidentiality and strong problem-solving skills. The role emphasizes accuracy, teamwork, and customer satisfaction.

Formación

• High School Diploma or equivalent.
• 1-2 years of banking experience preferred.
• Strong decision making and reliability.
• Sales experience with customer contact preferred.
• Excellent oral and written communication.
• Computer skills; 10-key adding machine preferred.
• Basic math skills.
• Ability to maintain confidentiality.
• Ability to learn in a cross-functional environment.

Responsabilidades

• Perform daily personal and business account services (checking, savings, CDs, IRAs, HSAs) including opening, servicing, transactions and maintenance per policy.
• Greet clients and prospective clients with courtesy and genuine interest.
• Know products, services and promotions to respond to inquiries and refer banking products.
• Provide full-service banking; educate on self-service; resolve problems and respond to inquiries on account status.
• Maintain knowledge of policies, practices and regulatory requirements.
• Attend meetings, training, and activities related to money handling and account management.
• Process daily money handling transactions and balance cash drawer for branch coverage.
• Proficiently use banking tools to educate and troubleshoot digital channels and card issues.
• Perform account research and resolve discrepancies.
• Relay customer feedback to supervisor in a timely manner.
• Maintain internal controls and risk management for fraud prevention.
• Other duties as assigned.

Conocimientos

Decision making

Dependability

Interpersonal skills

Time management

Problem solving

Sales skills

Prioritization

Communication skills

Teamwork

Learning agility

Educación

High School Diploma or equivalent

Descripción del empleo

Customer Experience Representative II

JOB SUMMARY

Deliver personalized service for account transactions in a professional and welcoming manner and assist customers in navigating their financial journey with confidence. Maintain proficiency with money handling functions to serve as a one-stop resource for customers or for branch coverage. Individually contribute a sharp presentation and exceptional experience to each and every customer.

RESPONSIBILITIES

• Responsible for performing daily personal and business account services (checking, savings, CDs, IRAs, HSAs) that include opening, servicing, transaction processing and account maintenance in a timely, accurate and efficient manner per banking policy and procedures.
• Provide quality customer service to all customers and prospective customers. Greet clients and prospective clients extending courtesy, kindness, and genuine interest.
• Maintain knowledge of company products, services and promotions in order to respond to customer inquiries and complete needs assessments to refer appropriate banking products and services.
• Provide full-service banking to customers; educate on self-service, research and resolve problems and respond to customer inquiries on account status.
• Maintain knowledge of company policies, practices and procedures and regulatory requirements.
• Attend all scheduled meetings, training and activities related to money handling transactions, account management and other company initiatives.
• Maintain proficiency of processing daily money handling transactions to respond to customer inquiries and balancing cash drawer to maintain branch coverage as needed.
• Proficient in all customer banking tools to educate and troubleshoot digital, mobile banking, and bank card issues and inquiries.
• Perform account research and resolve discrepancies.
• Relay customer comments, concerns, or suggestions - as well as your own insights - to your supervisor in a timely manner
• Maintain minimum performance standards for internal controls and risk management protocols for fraud detection and prevention.
• Other duties as assigned.

REQUIREMENTS

Minimum Qualifications:

1. High School Diploma or equivalent.
2. 1-2 years of banking 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.
9. Ability to learn and adapt in a cross-functional environment.

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. A description of the activities involved in this job is listed above.

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.