Banking Client Services Pro — Build Relationships

Triumph; Severance (CO); On-site; USD 34,000 - 47,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

401(k)

Job summary

TBK Bank, a subsidiary of Triumph, seeks a Client Services Associate to deliver exceptional client experiences through daily teller transactions and cross-sell referrals. You will help clients meet financial goals by completing transactions, opening accounts, and maintaining documentation per CIP and Know Your Customer policies.

The role emphasizes strong customer service, accuracy, and compliance with bank procedures while supporting teammates and community engagement.

Qualifications

• High school diploma or GED required.
• Must be 18 years old.
• Six to twelve months of bank teller experience preferred.
• Customer service, sales, or cross selling experience desired.

Responsibilities

• Provides exceptional customer service by welcoming the customer and thanking them by name.
• Balances currency, coin, and checks in teller drawer at end of shift.
• Opens new accounts and performs account/file maintenance per policy.
• Identifies cross-sell opportunities with professionalism and enthusiasm.

Skills

Customer service

Sales

Cross selling

Education

High school diploma or GED

Job description

TBK Bank, a subsidiary of Triumph, seeks a Client Services Associate to deliver exceptional client experiences through daily teller transactions and cross-sell referrals. You will help clients meet financial goals by completing transactions, opening accounts, and maintaining documentation per CIP and Know Your Customer policies.

The role emphasizes strong customer service, accuracy, and compliance with bank procedures while supporting teammates and community engagement.