Client Service Associate

TBK Bank, SSB•Johnstown, CO

3d•$17 - $23•Onsite

About The Position

As a Client Services Associate at TBK Bank, you will be at the forefront of our commitment to exceptional customer service. You will provide prompt and accurate financial transactions, contribute to the development and retention of customer relationships, profile new and existing customers, offer insightful advice on bank products and services, and ensure each customer interaction exceeds expectations. This role is key in fostering customer loyalty and identifying valuable cross-selling opportunities. You will take initiative, contribute to retail branch goals, and make a meaningful impact.

Requirements

High school diploma or GED
At least 18 years old
Six to twelve months of bank teller experience (preferred)
Customer service experience (desired)
Sales experience (desired)
Cross-selling experience (desired)

Responsibilities

Provide prompt and accurate financial transactions in accordance with the Bank’s policies and procedures.
Contribute to the development and retention of customer relationships by providing exceptional customer service.
Identify appropriate cross-sell opportunities with professionalism and enthusiasm.
Profile new and existing customers, suggesting tailored products/services.
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.