Banking Client Success Specialist

tbkbank; Davenport (IA); On-site; USD 33,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

401k

Job summary

TBK Bank is seeking a Client Services Associate in Davenport, IA. You will handle customer transactions, open new accounts, and promote bank products while delivering exceptional service and building lasting relationships.

Ideal candidates have a high school diploma or GED and 6–12 months of teller or customer service experience. Equal opportunity employer with comprehensive benefits offered.

Qualifications

• The ideal candidate has a high school diploma or GED and is at least 18 years old.
• Approximately 6–12 months of bank teller or customer service experience is preferred.
• Equal employment opportunities are provided to all applicants and employees.

Responsibilities

• Profile new and existing customers and suggest tailored products/services.
• Provide prompt and accurate financial transactions per policy.
• Open new accounts with proper documentation.
• Assist with stop payments and debit card orders.
• Resolve customer issues and provide timely feedback.
• Refer customers to bank departments when appropriate.
• Safeguard customer information and comply with regulations.
• Support branch goals and contribute to community events.

Skills

Customer service

Sales

Cross-selling

Education

High school diploma or GED

Job description

TBK Bank is seeking a Client Services Associate in Davenport, IA. You will handle customer transactions, open new accounts, and promote bank products while delivering exceptional service and building lasting relationships.

Ideal candidates have a high school diploma or GED and 6–12 months of teller or customer service experience. Equal opportunity employer with comprehensive benefits offered.