Banking Client Services Associate — Customer Care

TBK Bank, SSB; Bayfield (CO); On-site; USD 23,000 - 31,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

and much more.

Job summary

TBK Bank is seeking a Client Services Associate to deliver prompt, accurate financial transactions and build lasting customer relationships. You will profile customers, identify cross-sell opportunities, and support branch goals with a service-first approach.

The role emphasizes accuracy, regulatory compliance, and professional customer interactions to foster loyalty and trust across the community.

Qualifications

• High school diploma or GED required.
• Six to twelve months of bank teller experience preferred.
• Customer service, sales, or cross-selling experience is desirable.

Responsibilities

• Profile new and existing customers to understand needs and offer tailored products/services.
• Provide prompt and accurate financial transactions in line with bank policies.
• Open new accounts with precise documentation.
• Assist with stop payments, debit card orders, and related tasks.
• Resolve customer issues proactively and provide timely feedback.
• Contribute to branch goals and maintain customer goodwill.

Skills

Customer service

Sales

Cross-selling

Communication

Education

High school diploma or GED

Job description

TBK Bank is seeking a Client Services Associate to deliver prompt, accurate financial transactions and build lasting customer relationships. You will profile customers, identify cross-sell opportunities, and support branch goals with a service-first approach.

The role emphasizes accuracy, regulatory compliance, and professional customer interactions to foster loyalty and trust across the community.