Tbk Bank

Banking

ClientServicesAssociate

$0–0k Severance, Colorado, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Client Services Associate at Tbk Bank. Skills: Client service, Teller transactions, Account opening. Provide prompt teller transactions. Balance currency, coin, and teller drawer”

Industry & Context.

Banking
Problems you'll solve

Resolve customer issues

What They're Looking For.

Must Have

High school diploma or GED, Must be 18 years old

Nice to Have

Six to twelve months bank teller experience, Customer service experience, Sales experience, Cross selling experience

What You'll Do.

Provide prompt teller transactions

Perform account/file maintenance

Provide exceptional customer service

Identify cross sell opportunities

Process savings bonds

Process branch capture

Process cashier's checks

Prepare new customer information

Ensure documentation completeness

Follow up on missing documents

Complete account/file maintenance

Assist customers with stop payments

Assist with debit card orders

Assist with debit card disputes

Assist with Health Savings Accounts

Assist with wire transfers

Assist with Directo-a-Mexico

Assist with online banking

Assist with mobile banking

Place holds on accounts

Allow safe deposit box access

Assist tellers with balancing

Assist in balancing vault

Respond to customer inquiries

Resolve account disputes

Protect customer information

Adhere to bank requirements

Participate in training

How You'll Work.

Team & Collaboration

Work with other departments; Generate goodwill between departments

Full Job Description

**Join TBK Bank!** At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. ## **_Position Summary:_** As a Client Services Associate, you’ll have the opportunity to build professional relationships and provide an exceptional client experience. You will use your knowledge and skills to help clients meet their financial goals through daily transactions and quality referrals to other departments within the bank. Major responsibilities will include: * Providing prompt and accurate teller transactions, in accordance with the Bank’s policies and procedures. * Balancing currency, coin, and teller drawer at the end of each shift. * Opening new accounts per Bank and regulatory requirements, as well as performing account/file maintenance and other personal banker duties. * Providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm. ## **_Qualifications:_** * High school diploma or general education degree (GED) required. * Must be 18 years old * Six to twelve months of bank teller experience preferred * Customer service, sales, or cross selling experience desired ## ** _Position Description:_** **Essential duties and responsibilities include the following.** Other duties may be assigned: * Provides exceptional customer service by standing to welcome the customer, using the customer’s name, taking responsibility for the customer, thanking the customer by name and exceeding the customer’s expectations. * Responsible for balancing curr

Free ATS check

Applying for this Client Services Associate role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about Tbk Bank?

Real rants from real employees. Read before you apply.

Read Company Rants →