Client Services Teller — Build Lasting Customer Relationships

tbkbank; Moline (IL); On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

401k

Job summary

TBK Bank, a subsidiary of Triumph Financial, is seeking a Client Services Associate to deliver exceptional customer service and accurate financial transactions. You will profile customers, offer tailored banking products, and help build lasting relationships while supporting branch goals and community engagements.

The role emphasizes timely document handling, cross-selling opportunities, and adherence to bank policies to ensure accuracy and security of customer information.

Qualifications

• High school diploma or GED is required.
• 6–12 months bank teller experience preferred.
• Customer service, sales, or cross-selling experience is a plus.

Responsibilities

• Profile and assist customers with transactions and product recommendations.
• Open new accounts with accurate documentation.
• Provide prompt, accurate financial transactions in line with policies.
• Cross-sell bank products professionally and ethically.
• Maintain accurate records and safeguard customer information.
• Support branch goals and contribute to community initiatives.

Skills

Customer service

Cross-selling

Account handling

Regulatory compliance

Education

High school diploma or GED

Job description

TBK Bank, a subsidiary of Triumph Financial, is seeking a Client Services Associate to deliver exceptional customer service and accurate financial transactions. You will profile customers, offer tailored banking products, and help build lasting relationships while supporting branch goals and community engagements.

The role emphasizes timely document handling, cross-selling opportunities, and adherence to bank policies to ensure accuracy and security of customer information.