Banking Client Services Associate — Build Relationships

tbkbank; Westminster (CO); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

And more benefits

Job summary

TBK Bank in Westminster, CO is hiring a Client Services Associate to handle prompt, accurate financial transactions and strengthen customer relationships. You will profile customers, advise on banking products, and help meet branch goals while upholding security and regulatory standards.

The role emphasizes friendly, proactive service, cross-selling opportunities, and teamwork within Triumph Financial, Inc.'s family.

Qualifications

• High school diploma or GED is required.
• 1+ year of customer service, sales, or cross-selling experience preferred.
• Ability to profile customers and identify cross-sell opportunities with professionalism.

Responsibilities

• Profile new and existing customers and suggest tailored products/services.
• Provide prompt, accurate financial transactions and exceptional service.
• Open new accounts with proper documentation and records.
• Refer customers to bank departments for additional products and services.
• Maintain customer information securely and adhere to regulations.

Skills

Customer service

Sales / Cross-selling

Education

High school diploma or GED

Job description

TBK Bank in Westminster, CO is hiring a Client Services Associate to handle prompt, accurate financial transactions and strengthen customer relationships. You will profile customers, advise on banking products, and help meet branch goals while upholding security and regulatory standards.

The role emphasizes friendly, proactive service, cross-selling opportunities, and teamwork within Triumph Financial, Inc.'s family.