Client Services Associate
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, and identify valuable cross-selling opportunities. This role involves profiling customers, offering advice on bank products and services, and ensuring customer interactions exceed expectations. You will play a key role in fostering customer loyalty and contributing to retail branch goals. TBK Bank is a values-driven financial service company focused on creating value by helping team members thrive, customers succeed, and communities prosper.
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)
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.
- 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.
Benefits
- Medical
- Dental
- Vision
- Paid Time Off
- 401k
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
