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 in Durango, CO seeks a Client Services Associate to deliver accurate financial transactions and build lasting customer relationships. You will profile customers, offer bank products, and ensure every interaction exceeds expectations in a fast-paced retail banking environment.

The role emphasizes customer service, selling skills, and cross-selling opportunities while supporting branch goals and community involvement.

Qualifications

• High school diploma or GED is required.
• At least 6–12 months of bank teller or retail banking experience preferred.
• Customer service, sales or cross-selling experience is desirable.

Responsibilities

• Profile new and existing customers and suggest tailored products/services.
• Provide prompt and accurate financial transactions per policy.
• Open new accounts with accurate documentation.
• Refer customers to bank departments for cross-sell opportunities.
• Protect customer information and adhere to regulations.
• Support branch goals and contribute to community initiatives.
• Maintain accurate records of transactions.

Skills

Customer service

Cross-selling

Sales experience

Communication skills

Education

High school diploma or GED

Job description

TBK Bank in Durango, CO seeks a Client Services Associate to deliver accurate financial transactions and build lasting customer relationships. You will profile customers, offer bank products, and ensure every interaction exceeds expectations in a fast-paced retail banking environment.

The role emphasizes customer service, selling skills, and cross-selling opportunities while supporting branch goals and community involvement.