Community-Focused Bank Teller & Customer Service Pro

Triumph; Bayfield (WI); On-site; USD 22,000 - 32,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

401k retirement plan

Job summary

TBK Bank, a subsidiary of Triumph Financial, Inc., is hiring a Client Services Associate to support customers with accurate financial transactions and relationship-building. You will promote bank products while ensuring compliance and high service levels.

The role emphasizes profiling customers, cross-selling appropriately, and contributing to branch goals while safeguarding sensitive information and maintaining records.

Qualifications

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

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

Account opening

Banking product knowledge

Attention to detail

Education

High school diploma or GED

Job description

TBK Bank, a subsidiary of Triumph Financial, Inc., is hiring a Client Services Associate to support customers with accurate financial transactions and relationship-building. You will promote bank products while ensuring compliance and high service levels.

The role emphasizes profiling customers, cross-selling appropriately, and contributing to branch goals while safeguarding sensitive information and maintaining records.