Client Service Associate

TBK Bank, SSB; Bayfield (CO); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

Job summary

TBK Bank, SSB in Colorado seeks a Client Services Associate to handle prompt, accurate financial transactions and support customer relationships. You’ll profile customers, open new accounts, process payments, and refer clients to the right departments while safeguarding information.

The ideal candidate has a high school diploma or GED and 6–12 months teller or customer service experience. We offer competitive hourly pay, medical, dental, vision, PTO, a 401k, and growth opportunities within

Qualifications

• High school diploma or GED required.
• 6–12 months bank teller or customer service experience preferred.
• Customer service, sales, or cross-selling experience is a plus.

Responsibilities

• Profile new and existing customers to tailor product recommendations.
• Provide prompt, accurate financial transactions and exceptional service.
• Open new accounts with proper documentation and accuracy.
• Assist with stop payments, debit card orders, and related tasks.
• Refer customers to appropriate bank departments to fulfill needs.
• Maintain customer privacy and adhere to regulatory requirements.
• Support branch goals and contribute to community presence.
• Proactively resolve customer issues and provide timely feedback.
• Maintain accurate records of transactions and interactions.

Skills

Customer service

Sales

Cross-selling

Education

High school diploma or GED

Job description

Join TBK Bank! At TBK Bank, a subsidiary of Triumph, we’re a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.

Summary

Are you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate, you’ll be at the forefront of our commitment to exceptional customer service. You’ll not only provide prompt and accurate financial transactions but also contribute to the development and retention of customer relationships. By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you’ll play a key role in fostering customer loyalty and identifying valuable cross‑selling opportunities. If you’re eager to take initiative, contribute to our retail branch goals, and make a meaningful impact, we invite you to become a part of our team.

Job Description

The Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank’s policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.

Team Culture

At Triumph Financial, we are a values‑driven financial service company focused on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this, we’re "Helping People Triumph." Treating people fair, handling conflict with grace, and speaking the truth with humility are actions born of our convictions. Correct, consistent daily action shapes our culture, and we work at this diligently.

How You’ll Spend Your Time

• 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.

Education & Experience Requirements

The ideal candidate should have a high school diploma or GED, be at least 18 years old, and preferably possess six to twelve months of bank teller experience. Additional desired qualities include customer service, sales, or cross‑selling experience.

Equal Employment Opportunity Statement

Triumph Financial, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.

Compensation

Hourly: $16.87 - $22.77

Benefits

• Medical
• Dental
• Vision
• Paid Time Off
• 401k
• and much more

OUR BUSINESS

TBK Bank, SSB is a Texas‑state savings bank headquartered in Dallas, Texas. We offer commercial and consumer banking products focused on meeting client needs in Texas, Colorado, Kansas, New Mexico, Iowa and Illinois. We also serve a national client base with factoring, equipment lending and asset based lending through Triumph's Equipment Division, discount factoring through Triumph's Factoring Division, insurance through Triumph's Insurance Division, Inc., and carrier and vendor payment solutions through TriumphPay. We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law.

OUR PURPOSE

Every day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we’re Helping People Triumph.

OUR CORE VALUES

• Transparency
• Respect
• Investing for the future
• Unique is good
• Mission is more than the money
• People make the difference
• Humility

FOCUS ON SERVING OTHERS

• Training future leaders
• Establishing viable communities
• Giving people a second chance
• Serving the less fortunate