Client Services Associate

TBK Bank, SSB; Pleasant Valley Township (IA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

401k

Job summary

TBK Bank is seeking a Customer Services Associate in Iowa to support accurate financial transactions, build customer relationships, and contribute to branch goals. You will profile customers, recommend bank products, and ensure every interaction meets our service standards.

You’ll open new accounts, handle payments, and assist with stop payments and card orders while safeguarding customer information and complying with regulations.

Qualifications

• High school diploma or GED required.
• 18 years or older.
• 6–12 months teller experience preferred.
• Customer service, sales, or cross-selling experience encouraged.

Responsibilities

• Profile new and existing customers to tailor products and services.
• Provide prompt, accurate financial transactions and excellent service.
• Open new accounts with proper documentation and verification.
• Assist with Stop Payments, Debit Card Orders, and related tasks.
• Resolve customer issues and provide timely feedback to stakeholders.
• Maintain customer goodwill and contribute to branch goals.
• Refer customers to bank departments for appropriate services.
• Safeguard customer information and adhere to regulations.
• Process transactions with accuracy and maintain records.
• Participate in community events sponsored by the bank.

Skills

Customer service

Cross-selling

Sales orientation

Communication

Attention to detail

Financial transactions

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 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.
• 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

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.

Benefits

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

OUR BUSINESS

Triumph is a financial and technology company focused on payments, factoring, intelligence and banking. We are pioneering solutions that serve the transportation industry. Through the Triumph brand, our customers gain unrivaled efficiency, transparent and secure transactions, and improved access to working capital. Through TBK Bank, we provide personal and business banking solutions that strengthen local communities and fortify our transportation business. We create value by driving businesses and communities of all sizes toward the future. 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. As a member of the Triumph team, you’re at the heart of an innovative, forward-thinking company that values collaboration, creativity and continuous learning. You’re not just an employee — you’re part of a team shaping the future. Being part of Triumph means striving for excellence while delivering with humility.

OUR CORE VALUES

Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper.

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

FOCUS ON SERVING OTHERS

At Triumph, we strive to do the most good in the areas of greatest needs through our philanthropic endeavors.

• Advocating for safety and justice
• Providing access to basic needs
• Supporting families
• Transforming communities