Bank Client Services Pro: Build Relationships & Transactions

TBK Bank, SSB; Durango (CO); Hybrid; USD 23,000 - 30,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

much more

Job summary

TBK Bank, SSB, a Triumph Financial subsidiary, is seeking a Client Services Associate to facilitate accurate financial transactions, open new accounts, and nurture customer relationships. You will profile customers, promote bank products, and help drive branch goals while upholding security and regulatory standards.

You will join a team focused on exceptional service, cross-selling opportunities, and community impact, with a strong emphasis on accuracy and customer satisfaction in every

Qualifications

• High school diploma or GED required.
• Experience in customer service or banking preferred.
• Ability to cross-sell banking products.

Responsibilities

• Profile new and existing customers, suggesting tailored products/services.
• Provide exceptional customer service, exceeding expectations.
• Open new accounts, ensuring accuracy and timely documentation.
• Assist with Stop Payments, Debit Card Orders, and more.
• Take initiative to resolve customer issues and provide prompt feedback.
• Help maintain customer goodwill and contribute to branch goals.
• Professionally refer customers to various bank departments.
• Safeguard customer info, adhere to regulations, and maintain security.
• Process transactions while maintaining accurate records.
• Contribute to local community and bank-sponsored events.

Skills

Customer service

Sales

Cross-selling

Profile customers

Financial transactions

Education

High school diploma or GED

Job description

TBK Bank, SSB, a Triumph Financial subsidiary, is seeking a Client Services Associate to facilitate accurate financial transactions, open new accounts, and nurture customer relationships. You will profile customers, promote bank products, and help drive branch goals while upholding security and regulatory standards.

You will join a team focused on exceptional service, cross-selling opportunities, and community impact, with a strong emphasis on accuracy and customer satisfaction in every