Client Services Associate

TBK Bank, SSB; Dallas (TX); On-site; USD 32,000 - 48,000; Full time

Job summary

TBK Bank is seeking a Client Services Associate who will be at the forefront of delivering accurate financial transactions and building lasting customer relationships. You’ll profile customers, offer tailored bank products, and contribute to achieving branch goals in a collaborative environment.

The role emphasizes delivering exceptional service, opening new accounts with precise documentation, and proactively addressing customer issues to drive satisfaction and loyalty.

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

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 fairly, 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