Customer Experience Representative II

Platte Valley Bank; Colorado; On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

401k

Paid Time Off

Job summary

Mountain Valley Bank in Meeker, Colorado is seeking a Customer Experience Representative II to deliver personalized service for personal and business banking needs. You will handle account transactions, respond to inquiries, and promote our products with professionalism to ensure a smooth customer journey.

The Colorado pay rate is $22-$24 per hour based on experience and education. Benefits include medical, dental, and vision, life insurance, 401k, and Paid Time Off.

Qualifications

• High School Diploma or equivalent.
• 1–2 years banking experience preferred.
• Strong customer service and communication skills.
• Ability to learn banking software and money handling procedures.
• Attention to confidentiality and accuracy.

Responsibilities

• Perform daily personal and business account services (checking, savings, CDs, IRAs, HSAs) accurately and timely.
• Provide quality customer service; greet clients with courtesy and kindness.
• Maintain knowledge of products, services and promotions to refer banking solutions.
• Educate customers on self-service options and resolve account inquiries.
• Adhere to company policies, practices, and regulatory requirements.
• Attend meetings and training related to money handling and transactions.
• Balance cash drawer and ensure branch coverage as needed.
• Troubleshoot digital banking issues and assist with bank card questions.
• Conduct account research and resolve discrepancies.
• Communicate customer feedback to supervisor promptly.
• Uphold internal controls and fraud prevention standards.

Skills

Customer service

Communication

Sales skills

Problem solving

Teamwork

Education

High School Diploma or equivalent

Tools

Banking software

Cash handling

Job description

Mountain Valley Bank, 400 Main Street, Meeker, Colorado, United States of America

Job Description

Posted Thursday, August 6, 2026 at 8:00 AM

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.

Colorado Pay Rate: $22-$24 per hour based on experience, education, and/or skill level. Benefits include medical, dental, and vision, life insurance, 401k, and Paid Time Off.

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.

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.

An Equal Opportunity Employer, Including Disability/Vets

Mountain Valley Bank, 400 Main Street, Meeker, Colorado, United States of America