Client Services Associate

TBK Bank, SSB•Mount Carroll, IL

12d•$17 - $23•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 by profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations. Your role will be 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

Nice To Haves

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

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 and identifying appropriate cross sell opportunities with professionalism and enthusiasm.
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.