Banking Client Services Specialist

tbkbank; Durango (CO); On-site; USD 23,000 - 31,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

Job summary

TBK Bank, a Triumph Financial subsidiary, seeks a Client Services Associate to handle financial transactions, develop customer relationships, and identify cross-sell opportunities. You will profile customers, guide them on bank products, and ensure interactions exceed expectations, contributing to branch goals and community impact.

The role emphasizes accurate processing, adherence to policies, and delivering exceptional service to help customers achieve their financial goals.

Qualifications

• High school diploma or GED, 18+ years old, 6–12 months bank teller experience.
• Customer service, sales or cross-selling experience preferred.
• Triumph Financial, Inc. provides equal employment opportunities.

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/Cross-selling

Communication

Teamwork

Education

High school diploma or GED

Job description

TBK Bank, a Triumph Financial subsidiary, seeks a Client Services Associate to handle financial transactions, develop customer relationships, and identify cross-sell opportunities. You will profile customers, guide them on bank products, and ensure interactions exceed expectations, contributing to branch goals and community impact.

The role emphasizes accurate processing, adherence to policies, and delivering exceptional service to help customers achieve their financial goals.