Banking Client Services Specialist - Grow Relationships

TBK Bank, SSB; Colorado; 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 Bayfield, CO is seeking a Client Services Associate to process financial transactions accurately, assist customers with products, and help grow branch relationships. You will profile customers, support cross-sell opportunities, and contribute to community events in a friendly, compliant banking environment.

The role emphasizes service excellence, accuracy, and collaboration with other bank departments to meet branch goals.

Qualifications

• High school diploma or GED required.
• 6–12 months of bank teller or similar customer service experience preferred.
• Excellent communication and cash handling accuracy.

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

Education

High School Diploma or GED

Job description

TBK Bank in Bayfield, CO is seeking a Client Services Associate to process financial transactions accurately, assist customers with products, and help grow branch relationships. You will profile customers, support cross-sell opportunities, and contribute to community events in a friendly, compliant banking environment.

The role emphasizes service excellence, accuracy, and collaboration with other bank departments to meet branch goals.