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TBK Bank, SSB
Keenesburg, CO | Full Time
$50k-67k (estimate)
11 Months Ago
Client Service Associate
TBK Bank, SSB Keenesburg, CO
$50k-67k (estimate)
Full Time | Banking 11 Months Ago
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TBK Bank, SSB is Hiring a Client Service Associate Near Keenesburg, CO

Join TBK Bank! At TBK Bank, 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 stands for helping the people and business in our communities succeed. 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 currency, coin, and checks in teller drawer at end of shift in comparison to computer totals. Maintains appropriate cash levels in teller drawer in accordance with the security policy. Complies with the Teller Over and Short Procedure. Performs all customer teller transactions and inputs them into the computer system in accordance with established procedures. Includes cashing checks, receiving cash for deposit, verifying amounts, verifying customer balances and examining checks for appropriate signatures and endorsements. Processes savings bonds, branch capture, cashier's checks, and other items based on branch. Opens new accounts; prepares and compiles new customer information in accordance with the banks CIP and Know your Customer policies, as well as ensures completeness and accuracy of documentation including scanning into the system, and timely follow up on missing or incomplete documents. Successfully complete Account/File Maintenance with proper documentation. Help customers with items such as Stop Payments, Debit Card Orders/Reorders, Debit Card Disputes, IRAs, Heath Savings Accounts, Wire Transfers, Directo-a-Mexico, Online Banking and Mobile Banking. Places holds on accounts for uncollected funds in accordance with regulations. Allows customers access to safe deposit boxes following specified procedures. Capable of assisting tellers with balancing daily transactions. May assist in balancing vault. Knowledgeable of bank products and services to best serve customer’s financial needs. Includes recognizing, responding and or referring sales opportunities (Accounts, Credit Cards, Loans, etc.), as well as making quality referrals to other areas of the bank and bank partners (Commercial and Consumer Lending, Treasury Management, etc.) Takes initiative to answer customer phone calls/email, takes ownership of their issue, takes proper steps to resolve their issue and provides the customer with appropriate feedback in a timely manner. Promptly responds to customer’s inquiries and requests regarding account and suggests resolutions on account disputes and other account activity. Works professionally with, and generates goodwill between the retail banking department and other internal departments. Protects and safeguards customer information and bank property. Adheres to all bank and regulatory requirements and participates in required training. Actively participates in local community and bank sponsored events #LI-LG1 Compensation Range Hourly: $17.00 - $19.00 We offer Medical, Dental, Vision, Paid Time Off, 401k and much more. Go on. Do it. Apply Today! OUR BUSINESS TBK Bank, SSB is a Texas-state savings bank headquartered in Dallas, Texas. We offer commercial and consumer banking products focused on meeting client needs in Texas, Colorado, Kansas, New Mexico, Iowa and Illinois. We also serve a national client base with factoring, equipment lending and asset based lending through Triumph’s Equipment Division, discount factoring through Triumph’s Factoring Division, insurance through Triumph’s Insurance Division, Inc., and carrier and vendor payment solutions through TriumphPay. We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law. OUR PURPOSE Every day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we're Helping People Triumph. OUR CORE VALUES Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to: · Transparency · Respect · Investing for the future · Unique is good · Mission is more than the money · People make the difference · Humility FOCUS ON SERVING OTHERS At TBK Bank, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is focused in four areas: · Training future leaders · Establishing viable communities · Giving people a second chance · Serving the less fortunate We support these initiatives at home and around the world. We partner with entrepreneurs who share our philanthropic priorities, have a history of effective assistance programs and are experts in their fields of service. This allows us to serve in places where we can create the biggest impact.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$50k-67k (estimate)

POST DATE

05/24/2022

EXPIRATION DATE

08/02/2023

WEBSITE

tbkbank.com

HEADQUARTERS

JOHNSTOWN, CO

SIZE

25 - 50

FOUNDED

2015

CEO

BILL BOWLDS

REVENUE

<$5M

INDUSTRY

Banking

Related Companies
About TBK Bank, SSB

TBK Bank, SSB, is a subsidiary of Triumph Bancorp, Inc., a Texas-state savings bank headquartered in Dallas, Texas. We offer commercial and consumer banking products focused on meeting client needs in Iowa, Illinois, Colorado, Kansas, and Texas. We also offer deposit products through our Dallas branch. Our lending capabilities include commercial real estate, mortgage warehouse lending and other general business lending. Through our division of Triumph Commercial Finance we offer asset based lending and equipment finance throughout the United States. https://www.tbkbank.com/joinourteam/

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The job skills required for Client Service Associate include Client Service, Customer Service, Initiative, Microsoft Office, Products and Services, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.

If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Associate job description and responsibilities

Maintain an updated knowledge of the organization's products, services, and customer service policies.

01/13/2022: Albany, GA

Provided daily financial transaction services for clients while delivering excellent customer care.

03/06/2022: San Bernardino, CA

Understand Clients' business to predict their needs and provide appropriate solutions.

03/05/2022: Oakland, CA

Processes and follows up on client documentation for proper maintenance of accounts.

01/23/2022: Temple, TX

Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.

12/25/2021: Modesto, CA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Associate jobs

Client Service Associates may also handle client complaints and provide resolutions.

02/27/2022: Providence, RI

Develop an ability to communicate effectively with clients, managers and other associates.

02/06/2022: Peoria, IL

May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.

01/31/2022: Oakland, CA

Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.

03/05/2022: Detroit, MI

Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.

12/27/2021: Pierre, SD

Step 3: View the best colleges and universities for Client Service Associate.

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