Client Services Teller: Build Relationships & Transactions

Triumph Financial; Pleasant Valley Township (IA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

Job summary

Triumph Financial invites you to join TBK Bank as a Client Services Associate. You will handle prompt, accurate financial transactions, open new accounts, profile customers, and build lasting relationships while adhering to bank policies and security standards.

We’re a values-driven company focused on exceptional service, cross-selling opportunities, community involvement, and helping customers achieve their financial goals.

Qualifications

• High school diploma or GED, at least 18 years old, six to twelve months bank teller experience.
• Customer service, sales, or cross-selling experience desired.

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

Education

High school diploma or GED

Job description

Triumph Financial invites you to join TBK Bank as a Client Services Associate. You will handle prompt, accurate financial transactions, open new accounts, profile customers, and build lasting relationships while adhering to bank policies and security standards.

We’re a values-driven company focused on exceptional service, cross-selling opportunities, community involvement, and helping customers achieve their financial goals.