Client Services Specialist - Banking & Relationships

tbkbank; Colorado; 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, a subsidiary of Triumph Financial, is seeking a Client Services Associate to handle prompt, accurate financial transactions and to build lasting customer relationships. You will profile customers, suggest tailored bank products, open new accounts, and refer clients to different departments while safeguarding information and complying with regulations.

If you excel in service, sales, and teamwork, you’ll contribute to branch goals and local community initiatives, helping customers

Qualifications

• The candidate must have a high school diploma or GED, be at least 18, and ideally 6–12 months of bank teller experience.
• Customer service, sales, or cross-selling experience is desirable.
• Ability to profile customers and suggest bank products.

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

Sales

Cross-selling

Banking knowledge

Education

High school diploma or GED

Job description

TBK Bank, a subsidiary of Triumph Financial, is seeking a Client Services Associate to handle prompt, accurate financial transactions and to build lasting customer relationships. You will profile customers, suggest tailored bank products, open new accounts, and refer clients to different departments while safeguarding information and complying with regulations.

If you excel in service, sales, and teamwork, you’ll contribute to branch goals and local community initiatives, helping customers