Banking Client Services & Relationship Associate

TBK Bank, SSB; Pueblo, Northern (CO, KY); Hybrid; USD 22,000 - 30,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

Job summary

TBK Bank, SSB in Pueblo, CO is seeking a Client Services Associate to handle prompt and accurate financial transactions, profile customers, and promote bank products and services end-to-end.

The role emphasizes delivering exceptional customer service, identifying cross-sell opportunities, opening new accounts with precise documentation, and maintaining regulatory compliance while supporting branch goals.

Qualifications

• High school diploma or GED, at least 18 years old.
• 6–12 months of teller or banking experience optional.
• Customer service and sales experience a plus.

Responsibilities

• Profile new and existing customers and offer tailored products/services.
• Provide exceptional customer service, exceeding expectations.
• Open new accounts with accurate documentation.
• Assist with Stop Payments, Debit Card Orders, and more.
• Safeguard customer info and adhere to regulations.

Skills

Customer service

Sales experience

Cross-selling

Communication

Education

High school diploma or GED

Job description

TBK Bank, SSB in Pueblo, CO is seeking a Client Services Associate to handle prompt and accurate financial transactions, profile customers, and promote bank products and services end-to-end.

The role emphasizes delivering exceptional customer service, identifying cross-sell opportunities, opening new accounts with precise documentation, and maintaining regulatory compliance while supporting branch goals.