Bank Teller & Customer Service Specialist

tbkbank; Bayfield (CO); On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

401(k)

Job summary

TBK Bank is seeking a Client Services Associate to support customers with accurate financial transactions and strong relationship building. You will profile customers, advise on banking products, and help meet branch goals in a collaborative team.

The role emphasizes service excellence, attention to detail, and adherence to regulatory requirements while contributing to the community and retail objectives.

Qualifications

• Excellent interpersonal and communication skills
• Ability to identify cross-sell opportunities and build customer relationships
• Comfort with handling financial transactions and basic 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

Education

High school diploma or GED

Job description

TBK Bank is seeking a Client Services Associate to support customers with accurate financial transactions and strong relationship building. You will profile customers, advise on banking products, and help meet branch goals in a collaborative team.

The role emphasizes service excellence, attention to detail, and adherence to regulatory requirements while contributing to the community and retail objectives.