Customer Experience Specialist I
Mountain Valley Bank - Steamboat Springs
JOB SUMMARY:
Oversee the workflow of the Personal Banker and Teller departments and coordinate the customer service in those departments. Serve in the capacity of Lead Teller and as a backup Personal Banker.
RESPONSIBILITIES:
1. TELLER RESPONSIBILITES:

1. Responsible for the schedules of all tellers to ensure efficient teller operations during business hours.
2. Responsible to ensure the training of all new Tellers at location.
3. Responsible for making sure daily transactions get processed and each teller balances their drawers.
4. Maintain appropriate cash levels in the vault.
5. Maintain knowledge of all Teller policies, practices and procedures. Attend all scheduled lead teller and teller meetings.
6. Act as the liaison between the tellers and other departments.
7. Other duties as assigned.

2. PERSONAL BANKER RESPONSIBILITES:

1. Responsible for the schedules of all Personal Bankers to ensure efficient operations during business hours.
2. Responsible to ensure the training of all new Personal Bankers at location.
3. Provide customers with information on deposit accounts, rates, service charges, restrictions, and other relevant account information.
4. Provide customers with information and help enroll in internet banking, mobile banking and business accounts with merchant service options.
5. Open, process and renew demand and time deposit accounts including passbook accounts, IRAs, certificates of deposit and money market accounts. Provide starter checks; order checks and ATM cards.
6. Provide full service banking to customers; demonstrate the ability to research, resolve problems and respond to customers' inquiries timely; successfully function as a Personal Banker and Teller.
7. Maintain audit, security, compliance and regulatory standards. Respond to Compliance and Regulatory audits timely. Keep informed of changes in bank services or procedures.
8. Expand and cross sell other bank services and refer customers to other departments / subsidiaries (trust, investments, mortgage, insurance, Ambassador Club, etc.) as appropriate.
9. Achieve a level of performance at or above standards established for the Bank, to include sales goals.
10. Greet clients and prospective clients extending courtesy, kindness, and genuine interest.
11. Process a variety of financial transactions presented by customers in an accurate and timely manner, according to established policy and procedures.

REQUIREMENTS:
Minimum Qualifications:

1. High School diploma or equivalent.
2. 3-5 years banking experience.
3. Pervious lead worker experience preferred.
4. Math proficiency and aptitude.
5. Keyboarding and computer skills required.
6. Demonstrated record of achievement in social and/or extracurricular and leadership skills.
7. Demonstrated aptitude to handle sensitive operational transactions and customer relationships
8. Professional appearance.
9. Effective oral and written communication skills (including telephone).
10. Self-sufficient / self-starting.
11. Ability to adjust to flexible hours.
12. Strong interest in and ability to sell products and service.

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, typewriter, 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.
Want to join a team of a growing, culture-driven, financial services company with locations in three states. In addition to competitive pay, performance merit increases, and benefits, Platte Valley Companies' offers a family friendly workplace, 401 (k), and up to a 7% match to Employee Stock Ownership Plan. Additional benefits include medical, dental, & vision health insurance, paid holidays and a generous PTO entitlement, Company paid life insurance, wellness program, fitness center contribution, & professional development.
Colorado Pay Range: $27-$34 per hour based upon experience, education, and/or skill level.
To apply, click the "Apply Now" button below. Application deadline to apply is Wednesday, May 1, 2024.
Other details

• Job Family Bank
• Pay Type Hourly

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