Banking Client Services Specialist

TBK Bank, SSB; Illinois; 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, SSB in Illinois is seeking a Client Services Associate to help customers complete financial transactions with accuracy and speed. You’ll profile new and existing customers, advise on bank products, and pursue cross-selling opportunities while delivering friendly, reliable service.

You will open new accounts, assist with stop payments and debit card orders, and resolve issues to support branch goals. Commitment to security and compliance is essential.

Qualifications

• High school diploma or GED required.
• Early career experience in banking or customer service is preferred.
• Ability to identify cross-sell opportunities with professionalism.

Responsibilities

• Profile new and existing customers and suggest tailored products/services.
• Provide exceptional customer service, exceeding expectations.
• Open new accounts with accurate 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.
• Refer customers to various bank departments with care.
• Safeguard customer info and adhere to regulations.
• Process transactions while maintaining accurate records.
• Contribute to local community and bank-sponsored events.

Skills

Customer service

Cross-selling

Sales

Education

High school diploma or GED

18+ years old

6–12 months teller experience

Job description

TBK Bank, SSB in Illinois is seeking a Client Services Associate to help customers complete financial transactions with accuracy and speed. You’ll profile new and existing customers, advise on bank products, and pursue cross-selling opportunities while delivering friendly, reliable service.

You will open new accounts, assist with stop payments and debit card orders, and resolve issues to support branch goals. Commitment to security and compliance is essential.