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Client Services Representative

2 months ago


Durango, Colorado, United States TBK Bank, SSB Full time

About TBK Bank, SSB
At TBK Bank, we are committed to making a positive impact in the lives of our customers and the communities we serve. Our mission combines success with social responsibility, and we believe in the power of teamwork to achieve our goals.

Position Overview
As a Client Services Associate, you will play a crucial role in ensuring accurate financial transactions while fostering strong customer relationships. Your focus on exceptional service will help us maintain our reputation for excellence.

Key Responsibilities
- Conduct prompt and precise financial transactions in line with bank policies.
- Build and nurture customer relationships through outstanding service.
- Identify opportunities for cross-selling bank products and services.
- Profile new and existing customers to offer tailored solutions.
- Open new accounts with attention to detail and timely documentation.
- Assist customers with various banking needs, including Stop Payments and Debit Card Orders.
- Resolve customer inquiries and issues efficiently.
- Maintain customer confidentiality and adhere to regulatory standards.
- Contribute to community engagement and bank-sponsored events.

Qualifications
The ideal candidate will possess:
- A high school diploma or GED.
- A minimum age of 18 years.
- Six to twelve months of experience in a banking or customer service role is preferred.

Compensation and Benefits
We offer a competitive hourly wage along with a comprehensive benefits package, including Medical, Dental, Vision, Paid Time Off, and a 401k plan.

Our Culture
At Triumph Financial, we prioritize values that drive our success. We treat individuals with respect, handle conflicts gracefully, and communicate with honesty. Our commitment to consistent actions shapes our workplace culture.