Bank Client Services Associate: Customer-Focused & Growth

TBK Bank, SSB; Mount Carroll (IL); On-site; USD 23,000 - 30,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

Job summary

TBK Bank is seeking a Client Services Associate to handle prompt, accurate financial transactions and build strong customer relationships. You will profile customers, offer appropriate products, and ensure each interaction exceeds expectations as part of our community-focused banking team.

You will open new accounts, support stop payments and debit card orders, and collaborate with various departments to meet branch goals while safeguarding customer information and adhering to regulations.

Qualifications

• High school diploma or GED required.
• At least 18 years old.
• Six to twelve months of bank teller experience preferred.
• Experience in customer service, sales, or cross-selling is a plus.

Responsibilities

• Profile new and existing customers and tailor product recommendations.
• Provide prompt and accurate financial transactions with strong accuracy.
• Open new accounts with proper documentation.
• Assist with stop payments, debit card orders, and more.
• Resolve customer issues proactively and provide timely feedback.
• Support branch goals and maintain customer goodwill.
• Refer customers to bank departments when appropriate.
• Protect customer information and comply with regulations.
• Process transactions and maintain accurate records.
• Contribute to community and bank events.

Skills

Customer service

Sales

Cross-selling

Education

High school diploma

Job description

TBK Bank is seeking a Client Services Associate to handle prompt, accurate financial transactions and build strong customer relationships. You will profile customers, offer appropriate products, and ensure each interaction exceeds expectations as part of our community-focused banking team.

You will open new accounts, support stop payments and debit card orders, and collaborate with various departments to meet branch goals while safeguarding customer information and adhering to regulations.