Client Services Specialist - Banking & Customer Relationships

TBK Bank, SSB; Durango (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 is hiring a Client Services Associate to deliver prompt, accurate financial transactions and build strong customer relationships. You will profile customers, suggest tailored products and ensure every interaction helps customers reach their financial goals.

Join a team focused on exceptional service, community impact, and cross-selling opportunities within a values-driven banking environment.

Qualifications

• High school diploma or GED, at least 18 years old.
• 6–12 months of bank teller experience preferred.
• Customer service, sales, or cross-selling experience.

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.
• 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.

Skills

Customer service

Cross-selling

Sales

Education

High school diploma

Job description

TBK Bank is hiring a Client Services Associate to deliver prompt, accurate financial transactions and build strong customer relationships. You will profile customers, suggest tailored products and ensure every interaction helps customers reach their financial goals.

Join a team focused on exceptional service, community impact, and cross-selling opportunities within a values-driven banking environment.