Banking Client Services Specialist

TBK Bank, SSB; Westminster (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 is seeking a Client Services Associate at our Westminster, CO location. The role focuses on delivering prompt, accurate financial transactions while nurturing customer relationships and identifying cross-sell opportunities.

You will profile customers, suggest tailored banking products, and support branch goals with a high standard of service and security. A customer-first mindset and regulatory awareness are essential for success.

Qualifications

• The candidate has strong customer service skills and can build relationships.
• Experience identifying cross-sell opportunities and suggesting appropriate products.
• Strong interpersonal and communication skills are essential for helping customers.
• Comfort with handling financial transactions and maintaining accuracy.

Responsibilities

• Profile new and existing customers to tailor product/service recommendations.
• Provide prompt, accurate financial transactions and exceptional service.
• Open new accounts with accurate documentation and compliance.
• Assist with stop payments, debit card orders, and related tasks.
• Take initiative to resolve customer issues and provide timely feedback.
• Help maintain customer goodwill and contribute to branch goals.
• Refer customers to bank departments as needed.
• Protect customer information, follow regulations, and maintain security.
• Process transactions and maintain precise records.

Skills

Customer service

Cross-selling

Sales

Financial transactions

Education

High school diploma or GED

Job description

TBK Bank is seeking a Client Services Associate at our Westminster, CO location. The role focuses on delivering prompt, accurate financial transactions while nurturing customer relationships and identifying cross-sell opportunities.

You will profile customers, suggest tailored banking products, and support branch goals with a high standard of service and security. A customer-first mindset and regulatory awareness are essential for success.