Tbk Bank
Banking
ClientServicesAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
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
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