Customer Experience Representative II

Mountain Valley Bank; Steamboat Springs (CO); On-site; USD 54,000 - 58,000; Full time

Benefits offered by this job

Fitness reimbursement

Housing incentive

Paid time off

Job summary

Mountain Valley Bank in Steamboat Springs is hiring a Customer Experience Representative II to support branch functions, serve customers’ everyday banking needs, and deliver professional, personalized service. This full-time position offers competitive pay, a $2.50 per hour housing incentive, and benefits fostering long-term growth in a community-focused organization.

Responsibilities include opening and servicing accounts, handling money, greeting clients, promoting banking products, ensuring

Qualifications

• High School Diploma or equivalent.
• 1-2 years banking experience preferred.
• Decision making, dependability, problem solving and interpersonal skills.
• Effective oral and written communication skills.
• Ability to handle money and maintain confidentiality.
• Ability to learn and adapt in a cross-functional environment.

Responsibilities

• Perform daily personal and business account services (checking, savings, CDs, IRAs, HSAs) accurately per policy.
• Provide quality customer service; greet clients warmly and attentively.
• Maintain knowledge of products and promotions to refer appropriate banking services.
• Educate customers on self-service options and resolve inquiries on account status.
• Balance cash drawer and handle daily money transactions with accuracy.
• Proficient in banking tools to troubleshoot digital banking issues and inquiries.
• Register and communicate customer feedback to supervisor in a timely manner.

Skills

Customer service

Communication

Problem solving

Sales skills

Teamwork

Time management

Education

High School Diploma or equivalent

Tools

Computer skills

Adding machine

Job description

Mountain Valley Bank - Wildhorse, 635 Marketplace Plaza, Steamboat Springs, Colorado, United States of America

Job Description

Posted Tuesday, July 28, 2026 at 8:00 AM

Customer Experience Representative II

JOB SUMMARY:

As a Customer Experience Representative II, you will support key branch functions, manage risk and deliver personalized, professional service for customers' everyday banking and account needs. This role offers full time year round consistent hours and benefits including a fitness reimbursement, cost of living incentive, PTO, and opportunities for long-term growth in a professional community oriented organization. As a detail oriented self-starter with you will be a trusted member of the Wildhorse team.

Colorado Pay Rate : Competitive hourly pay between $26 - $28 per hour based on experience, plus comprehensive benefits, $2.50 per hour housing incentive, and paid time off.

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.

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 - Wildhorse, 635 Marketplace Plaza, Steamboat Springs, Colorado, United States of America