Banking Client Services Specialist

TBK Bank, SSB; Pleasant Valley Township (IA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

Job summary

Triumph Financial, Inc. (the parent company of TBK Bank) seeks a Client Services Associate to deliver prompt and accurate financial transactions while building strong customer relationships. You will profile customers, suggest tailored bank products, and assist with opening accounts, all while upholding regulatory standards and contributing to branch goals.

If you are customer-focused and eager to help communities prosper, join our team and grow with Triumph.

Qualifications

• High school diploma or GED; must be at least 18 years old.
• Six to twelve months of bank teller experience preferred.
• Customer service, sales or cross-selling experience is a plus.

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

Financial transactions

Education

High School Diploma or GED

Job description

Triumph Financial, Inc. (the parent company of TBK Bank) seeks a Client Services Associate to deliver prompt and accurate financial transactions while building strong customer relationships. You will profile customers, suggest tailored bank products, and assist with opening accounts, all while upholding regulatory standards and contributing to branch goals.

If you are customer-focused and eager to help communities prosper, join our team and grow with Triumph.