Banking Client Success Advisor

TBK Bank, SSB; Colorado; On-site; USD 23,000 - 31,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

401k

Job summary

TBK Bank, SSB, headquartered in Texas with operations across Colorado, is seeking a Client Services Associate to deliver prompt, accurate financial transactions and build lasting customer relationships. You will profile customers, introduce suitable bank products, and help the branch meet goals while maintaining strong security and compliance practices.

The role emphasizes customer-focused service, cross-selling opportunities, and teamwork within a values-driven culture.

Qualifications

• High school diploma or GED, at least 18 years old.
• 6–12 months 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

Open accounts

Profile customers

Education

High school diploma or GED

Job description

TBK Bank, SSB, headquartered in Texas with operations across Colorado, is seeking a Client Services Associate to deliver prompt, accurate financial transactions and build lasting customer relationships. You will profile customers, introduce suitable bank products, and help the branch meet goals while maintaining strong security and compliance practices.

The role emphasizes customer-focused service, cross-selling opportunities, and teamwork within a values-driven culture.