Client Service Associate

TBK Bank • Johnstown, CO

16h • Onsite

About The Position

As a Client Services Associate at TBK Bank, a subsidiary of Triumph, 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. The Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank’s policies and procedures. You will contribute to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross-sell opportunities with professionalism and enthusiasm.

Requirements

• High school diploma or GED
• At least 18 years old

Nice To Haves

• Six to twelve months of bank teller experience
• Customer service experience
• Sales experience
• Cross-selling experience

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.

Benefits

• Medical
• Dental
• Vision
• Paid Time Off
• 401k

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED