Platte Valley Companies · 9 hours ago
Customer Experience Representative I
Platte Valley Bank - Alliance, 217 W 3rd St, Alliance, Nebraska, United States of America
Full-time
Onsite
Entry Level
1+ years expPlatte Valley Companies is a banking institution seeking a Customer Experience Representative I. The role involves processing money handling transactions, providing quality customer service, and educating customers about company products and services while maintaining performance standards.
BankingInsuranceLending
Responsibilities
Responsible for processing daily money handling transactions and balancing cash drawer. Must perform all assigned duties in a professional, timely, accurate, and efficient manner as outlined in the money handling 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 basic knowledge of company products, services and promotions as each customer transaction should be perceived as an opportunity to educate customers on self-service, respond to inquiries or make referrals
Maintain knowledge of all company policies, practices and procedures
Attend all scheduled meetings, training and activities related to money handling transactions, basic account management and other company initiatives
Cross train and maintain knowledge of basic account management inquiries, set up and other functions to serve as one-stop resource; refer customers to appropriate Associates for complex or specialized services
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
Qualification
Required
High School Diploma or equivalent
General areas of competency: decision making, dependability, development, environmental safety, evaluation skills, interpersonal skills, prioritizing, problem solving, selling skills, team skills and time management
Effective oral and written communication skills (including telephone)
Ability to operate a computer and software skills required
Fundamental mathematical ability
Must be capable of working with and maintaining the confidentiality of sensitive information
Preferred
1-2 years of banking or cash handling experience
Customer contact in a sales environment
Adding machine
Company
Platte Valley Companies
Platte Valley Companies is an integrated financial and insurance organization with locations in Nebraska, Wyoming and Colorado.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase