Client Services Associate

TBK Bank, SSB • Mount Carroll, IL

23h • Onsite

About The Position

Join TBK Bank, a subsidiary of Triumph, a team of passionate, driven, collaborative, solutions-minded people focused on making a difference for customers and communities. Their mission is to do well and do good, striving for excellence with humility and providing exceptional customer service. Triumph Financial, Inc. (NASDAQ: TFIN) is a financial holding company in Dallas, Texas, offering banking, payments, and factoring services. As a Client Services Associate, you will be a customer-focused professional responsible for providing prompt and accurate financial transactions and building strong customer relationships. This role involves profiling new and existing customers, offering advice on bank products and services, ensuring exceptional customer interactions, fostering loyalty, and identifying cross-selling opportunities. The associate is expected to 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

• 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
• Number of Employees: 101-250 employees