Client Services & Relationship Specialist

TBK Bank, SSB; Hudson (CO); On-site; USD 22,785 - 31,230; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Job summary

TBK Bank, a Triumph Financial subsidiary, is seeking a Client Services Associate to facilitate accurate financial transactions, open new accounts, and deliver friendly, results-driven service in Hudson, Colorado. You will profile customers, recommend bank products, and help build lasting relationships.

The ideal candidate has a high school diploma, 18+ years old, and 6–12 months teller or customer service experience, with a focus on cross-selling and compliance.

Qualifications

• High school diploma or GED required.
• 18 years or older with six to twelve months of bank teller or similar experience preferred.
• Customer service, sales or cross-selling experience desired.

Responsibilities

• Profile customers and suggest tailored bank products and services.
• Provide prompt, accurate financial transactions and exceptional service.
• Open new accounts with accurate documentation and compliance.
• Refer customers to appropriate bank departments and cross-sell opportunities.
• Safeguard customer information and maintain records of transactions.
• Contribute to branch goals and support community initiatives.

Skills

Customer service

Cross-selling

Sales

Communication

Education

High school diploma

Job description

TBK Bank, a Triumph Financial subsidiary, is seeking a Client Services Associate to facilitate accurate financial transactions, open new accounts, and deliver friendly, results-driven service in Hudson, Colorado. You will profile customers, recommend bank products, and help build lasting relationships.

The ideal candidate has a high school diploma, 18+ years old, and 6–12 months teller or customer service experience, with a focus on cross-selling and compliance.