Client Services Associate
About the role
As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll provide prompt and accurate financial transactions, contribute to the development and retention of customer relationships, and identify cross-selling opportunities. This role involves profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations.
Responsibilities
- Profile new and existing customers, suggesting tailored products and services.
- Provide exceptional customer service, exceeding expectations.
- Open new accounts, ensuring accuracy and timely documentation.
- Assist with Stop Payments, Debit Card Orders, and other customer service tasks.
- 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 information, adhere to regulations, and maintain security.
- Process transactions while maintaining accurate records.
- Contribute to local community and bank-sponsored events.
Requirements
- High school diploma or GED.
- At least 18 years old.
- Six to twelve months of bank teller experience (preferred).
- Customer service, sales, or cross-selling experience (desired).
Benefits
- Medical, Dental, and Vision coverage.
- Paid Time Off.
- 401k retirement plan.
Pay
Hourly: $16.54 - $22.67
About us
TBK Bank, a subsidiary of Triumph Financial, Inc. (NASDAQ: TFIN), is a team of passionate, driven, and collaborative professionals dedicated to making a difference in the lives of our customers and communities. Our mission is to do well and do good simultaneously. We thrive on providing exceptional customer service and fostering a values-driven culture focused on helping team members thrive, customers succeed, and communities prosper.