Customer Experience Representative II

Colonial Group; Meeker (CO); 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

Colonial Group seeks a Customer Experience Representative II in Colorado to deliver personalized service for account transactions and guide customers through their financial journey with confidence. You will handle daily money transactions, balance cash drawers, and support branch operations while delivering an exceptional experience.

The role requires 1-2 years of banking experience, high school diploma, and strong communication.

Qualifications

• 1-2 years banking experience preferred.
• Effective oral and written communication skills.
• Ability to operate a computer and basic software.
• High school diploma or equivalent.
• Capability to maintain confidentiality of sensitive information.
• Strong customer service and problem-solving abilities.
• Ability to learn and adapt in a cross-functional environment.
• Interest in cross-selling banking products is a plus.
• Comfort with money handling and daily transactions.

Responsibilities

• Perform daily personal and business account services (checking, savings, CDs, IRAs, HSAs).
• Open, service, process transactions, and maintain accounts per policy.
• Provide quality customer service; greet clients warmly.
• Educate customers on products, self-service, and inquiries.
• Balance cash drawer and assist branch coverage as needed.
• Triage customer inquiries and resolve account status questions.
• Educate on digital banking tools and troubleshoot issues.
• Research discrepancies and relay feedback to supervisor.
• Adhere to internal controls and risk management protocols.

Skills

Banking Experience

Customer Service

Communication Skills

Problem Solving

Teamwork

Attention to Detail

Confidentiality

Cash Handling

Education

High School Diploma

Tools

10-key Adding Machine

Debit Card Encoder

Debit Card Printer

Teller Machine

Computer

Scanner

Fax Machine

Copy Machine

Telephone

Job description

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:

ESSENTIAL FUNCTIONS:

• a. 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.
• b. Provide quality customer service to all customers and prospective customers. Greet clients and prospective clients extending courtesy, kindness, and genuine interest.
• c. 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.
• d. Provide full-service banking to customers; educate on self-service, research and resolve problems and respond to customer inquiries on account status.
• e. Maintain knowledge of company policies, practices and procedures and regulatory requirements.
• f. Attend all scheduled meetings, training and activities related to money handling transactions, account management and other company initiatives.
• g. Maintain proficiency of processing daily money handling transactions to respond to customer inquiries and balancing cash drawer to maintain branch coverage as needed.
• h. Proficient in all customer banking tools to educate and troubleshoot digital, mobile banking, and bank card issues and inquiries.
• i. Perform account research and resolve discrepancies.
• j. Relay customer comments, concerns, or suggestions — as well as your own insights — to your supervisor in a timely manner
• k. Maintain minimum performance standards for internal controls and risk management protocols for fraud detection and prevention.
• l. 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.

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.