Client Services Associate

TBK Bank•Mt. Carroll, IL

1d•Onsite

About The Position

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also 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, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities. If you're eager to take initiative, contribute to our retail branch goals, and make a meaningful impact, we invite you to become a part of our team.

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

Providing prompt and accurate financial transactions in accordance with the Bank’s policies and procedures.
Contributing to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.
Profiling new and existing customers, suggesting tailored products/services.
Providing exceptional customer service, exceeding expectations.
Opening new accounts, ensuring accuracy and timely documentation.
Assisting with Stop Payments, Debit Card Orders, and more.
Taking initiative to resolve customer issues and provide prompt feedback.
Helping maintain customer goodwill and contribute to branch goals.
Professionally referring customers to various bank departments.
Safeguarding customer info, adhering to regulations, and maintaining security.
Processing transactions while maintaining accurate records.
Contributing to local community and bank-sponsored events.