Banking Client Services Associate - Customer Success

tbkbank; East Moline (IL); On-site; USD 22,000 - 32,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401k

Paid Time Off

Job summary

TBK Bank in Illinois is seeking a Client Services Associate to join our team and help customers complete financial transactions while building strong relationships. You will profile new and existing customers, suggest tailored banking products, open new accounts, and refer customers to other departments with professionalism and accuracy.

Triumph Financial, Inc. emphasizes equal opportunity and a values-driven culture, inviting you to contribute to customer success and community impact within a

Qualifications

• The ideal candidate should have a high school diploma or GED, be at least 18 years old, and 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 experience

Cross-selling

Communication

Education

High school diploma or GED

Job description

TBK Bank in Illinois is seeking a Client Services Associate to join our team and help customers complete financial transactions while building strong relationships. You will profile new and existing customers, suggest tailored banking products, open new accounts, and refer customers to other departments with professionalism and accuracy.

Triumph Financial, Inc. emphasizes equal opportunity and a values-driven culture, inviting you to contribute to customer success and community impact within a