Client Services Associate

TBK Bank, SSB; Severance (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 is seeking a Client Services Associate to deliver exceptional client service and financial solutions. You will handle daily teller transactions, open new accounts, and refer customers to other departments to meet financial goals.

Strong emphasis on accurate processing, compliance, and friendly customer interactions. The role supports community banking across Colorado and surrounding states, offering growth with a team that values humility and excellence.

Qualifications

• High school diploma or GED required.
• Must be 18 years old.
• Six to twelve months of bank teller experience preferred.
• Customer service, sales, or cross selling experience desired.

Responsibilities

• Provide prompt and accurate teller transactions.
• Balance currency, coin, and teller drawer at end of shift.
• Open new accounts per bank and regulatory requirements; perform maintenance.
• Identify cross-sell opportunities with professionalism and enthusiasm.

Skills

Customer service

Sales experience

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.

Position Summary

As a Client Services Associate, you’ll have the opportunity to build professional relationships and provide an exceptional client experience. You will use your knowledge and skills to help clients meet their financial goals through daily transactions and quality referrals to other departments within the bank.

Major Responsibilities

Providing prompt and accurate teller transactions, in accordance with the Bank’s policies and procedures. Balancing currency, coin, and teller drawer at the end of each shift. Opening new accounts per Bank and regulatory requirements, as well as performing account/file maintenance and other personal banker duties. Providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.

Qualifications

High school diploma or general education degree (GED) required. Must be 18 years old. Six to twelve months of bank teller experience preferred. Customer service, sales, or cross selling experience desired.

Position Description

Essential duties and responsibilities include the following. Other duties may be assigned: Provides exceptional customer service by standing to welcome the customer, using the customer’s name, taking responsibility for the customer, thanking the customer by name and exceeding the customer’s expectations. Responsible for balancing currency, coin, and checks in teller drawer at end of shift in comparison to computer totals. Maintains appropriate cash levels in teller drawer in accordance with the security policy. Complies with the Teller Over and Short Procedure. Performs all customer teller transactions and inputs them into the computer system in accordance with established procedures. Includes cashing checks, receiving cash for deposit, verifying amounts, verifying customer balances and examining checks for appropriate signatures and endorsements. Processes savings bonds, branch capture, cashier’s checks, and other items based on branch. Opens new accounts; prepares and compiles new customer information in accordance with the banks CIP and Know your Customer policies, as well as ensures completeness and accuracy of documentation including scanning into the system, and timely follow up on missing or incomplete documents. Successfully complete Account/File Maintenance with proper documentation. Help customers with items such as Stop Payments, Debit Card Orders/Reorders, Debit Card Disputes, IRAs, Heath Savings Accounts, Wire Transfers, Directo-a-Mexico, Online Banking and Mobile Banking. Places holds on accounts for uncollected funds in accordance with regulations. Allows customers access to safe deposit boxes following specified procedures. Capable of assisting tellers with balancing daily transactions. May assist in balancing vault. Knowledgeable of bank products and services to best serve customer’s financial needs. Includes recognizing, responding and or referring sales opportunities (Accounts, Credit Cards, Loans, etc.), as well as making quality referrals to other areas of the bank and bank partners (Commercial and Consumer Lending, Treasury Management, etc.) Takes initiative to answer customer phone calls/email, takes ownership of their issue, takes proper steps to resolve their issue and provides the customer with appropriate feedback in a timely manner. Promptly responds to customer’s inquiries and requests regarding account and suggests resolutions on account disputes and other account activity. Works professionally with, and generates goodwill between the retail banking department and other internal departments. Protects and safeguards customer information and bank property. Adheres to all bank and regulatory requirements and participates in required training. Actively participates in local community and bank sponsored events.

Compensation Range Hourly

Hourly: $16.54 - $22.67

We offer 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

At TBK Bank, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors.

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