Client Services Associate – Banking & Customer Relationships

TBK Bank, SSB; Buena Vista; Presencial; COP 68.638.000 - 98.667.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical

Dental

401k

Descripción de la vacante

TBK Bank, a Triumph Financial subsidiary, seeks a Client Services Associate dedicated to accurate financial transactions and building strong customer relationships. You’ll profile new and existing customers and provide insightful guidance on bank products to help clients reach their financial goals.

You’ll join a values-driven team focused on exceptional service, opening new accounts, cross-selling opportunities, and supporting branch goals while safeguarding customer information and complying

Formación

• High school diploma or GED required.
• 6–12 months of bank teller experience preferred.
• Customer service, sales, or cross-selling experience is desirable.

Responsabilidades

• Profile new and existing customers, suggesting tailored products/services.
• Provide exceptional customer service, exceeding expectations.
• Open new accounts with accurate documentation.
• Assist with stop payments and debit card orders.
• Resolve customer issues and provide prompt feedback.
• Help maintain customer goodwill and contribute to branch goals.
• Refer customers to bank departments.
• Safeguard customer information and adhere to regulations.
• Process transactions with accurate records.
• Contribute to local community and bank-sponsored events.

Conocimientos

Customer service

Sales

Cross-selling

Communication

Educación

High school diploma or GED

Descripción del empleo

TBK Bank, a Triumph Financial subsidiary, seeks a Client Services Associate dedicated to accurate financial transactions and building strong customer relationships. You’ll profile new and existing customers and provide insightful guidance on bank products to help clients reach their financial goals.

You’ll join a values-driven team focused on exceptional service, opening new accounts, cross-selling opportunities, and supporting branch goals while safeguarding customer information and complying