Customer Experience Representative I

Mountain Valley Bank•Hayden, CO

About The Position

Demonstrate genuine interest and helpfulness while efficiently and accurately handling customer money transactions. Identify sales opportunities while meeting performance standards and following policy and procedures. Cross-train to support basic account management inquiries and functions, serving as a one-stop resource for branch walk-ins. Contribute to a professional presentation and an exceptional experience for every customer. This role processes daily transactions, balances a cash drawer, provides customer service, and maintains knowledge of company products, services, promotions, policies, and procedures. It also supports basic account management, refers customers to Associates for complex or specialized services, and follows internal-control and risk-management protocols for fraud detection and prevention.

Requirements

High school diploma or equivalent.
Effective oral and written communication skills, including telephone communication.
Ability to operate a computer and required software.
Fundamental mathematical ability.
Ability to work with and maintain the confidentiality of sensitive information.
Competencies include decision making, dependability, development, environmental safety, evaluation skills, interpersonal skills, prioritizing, problem solving, selling skills, teamwork, and time management.

Nice To Haves

One to two years of banking or cash-handling experience preferred.
Customer contact experience in a sales environment preferred.
Experience with an adding machine preferred.

Responsibilities

Process daily money-handling transactions and balance the cash drawer professionally, accurately, efficiently, and in a timely manner, following money-handling policies and procedures.
Provide quality service to customers and prospective customers; greet them with courtesy, kindness, and genuine interest.
Maintain basic knowledge of company products, services, and promotions; use customer transactions as opportunities to educate customers about self-service, answer inquiries, or make referrals.
Maintain knowledge of company policies, practices, and procedures.
Attend scheduled meetings, training, and activities related to money handling, basic account management, and other company initiatives.
Cross-train and maintain knowledge of basic account-management inquiries, setup, and functions; refer customers to appropriate Associates for complex or specialized services.
Relay customer comments, concerns, and suggestions, as well as personal insights, to the supervisor in a timely manner.
Meet minimum performance standards for internal controls and risk-management protocols related to fraud detection and prevention.
Perform other duties as assigned.