Banking Client Experience Specialist

TBK Bank, SSB

Elkhart (KS)

On-site

USD 36,000 - 48,000

Full time

7 days ago
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Benefits offered by this job

Medical
Dental
Vision
Paid Time Off
401k
much more

Job summary

TBK Bank, a Triumph Financial subsidiary, is seeking a Client Services Associate to handle prompt, accurate financial transactions and help build lasting customer relationships at our Kansas branch.

You will profile customers, offer tailored banking products, open new accounts, and assist with payments and card orders while upholding regulatory standards and safeguarding information. If you enjoy delivering exceptional service and contributing to branch goals, join our team.

Qualifications

  • The ideal candidate should have a high school diploma or GED.
  • Be at least 18 years old.
  • Preferably possess six to twelve months of bank teller experience.
  • Additional desired qualities include customer service, sales, or cross-selling experience.

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, a Triumph Financial subsidiary, is seeking a Client Services Associate to handle prompt, accurate financial transactions and help build lasting customer relationships at our Kansas branch.

You will profile customers, offer tailored banking products, open new accounts, and assist with payments and card orders while upholding regulatory standards and safeguarding information. If you enjoy delivering exceptional service and contributing to branch goals, join our team.

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