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TBK Bank, SSB
Colorado Springs, CO | Part Time
7 Months Ago
Ascend Clinical
Colorado Springs, CO | Full Time
$40k-51k (estimate)
2 Days Ago
Morgan Stanley
Colorado Springs, CO | Full Time
$59k-77k (estimate)
2 Days Ago
WealthBuilders Investments
Colorado Springs, CO | Full Time
$34k-43k (estimate)
4 Days Ago
Wells Fargo
COLORADO SPRINGS, CO | Part Time
$61k-84k (estimate)
1 Week Ago
Client Services Associate
TBK Bank, SSB Colorado Springs, CO
Part Time | Banking 7 Months Ago
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TBK Bank, SSB is Hiring a Client Services Associate Near Colorado Springs, 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: Responsible for providing prompt and accurate financial transactions in accordance with the Bank’s policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm. ESSENTIAL DUTIES & RESPONSIBILITIES Profiles new and existing customers to better serve their financial needs; informs and advises customers of appropriate bank products/services that will make their life easier, save them time, or save them money. 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. Prepares and compiles new customer information in accordance with the banks CIP and know your Customer policies. Opens new accounts; ensures completeness and accuracy of documentation including scanning into the system, and timely follow up on missing or incomplete documents. Successfully completes Account/File Maintenance with proper documentation. Helps 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. 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 for account disputes and other account activity. Continues to build relationships with current customers to maintain goodwill and gain additional business. Actively participates in meeting retail branch goals and events. Professionally makes quality referrals to other areas of the bank and bank partners such as Commercial Lending, Consumer Lending, Treasury Management, Merchant Services, or the Mortgage Partner in your area, etc. Works professionally with, and generates goodwill between the retail banking department and other internal departments. Generates new business to assist in meeting established profitability goals. Performs all customer transactions and inputs them into the computer system in accordance with established procedures. Cashes checks, receives cash for deposit, verifies amounts, verifies customer balances and examines checks for appropriate signatures and endorsements. Places holds on accounts for uncollected funds in accordance with regulations. Monitors customer account activity and transactions in order to identify possible fraud. Balances currency, coin, and checks in cash 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. Processes savings bonds, branch capture, cashier's checks, and other items based on branch. Allows customers access to safe deposit boxes following specified procedures. Assists tellers with balancing daily transactions. May assist in balancing vault. Actively participates in daily branch Daily Plan It’s and weekly branch meetings. Completes required training within prescribed deadlines to develop an understanding of banking industry and banking regulations and job skills. 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. Other duties as assigned. EXPERIENCE & EDUCATION 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 SKILLS & ABILITIES REQUIRED Excellent communication skills required, both written and verbal Basic knowledge of Microsoft office, word processing and email systems Ability to read, write and speak English Ability to take initiative and work independently Able to travel to various TBK Bank locations for training and to perform other duties as assigned. #LI-AD1 We offer Medical, Dental, Vision, Paid Time Off, 401k and much more. Go on. Do it. Apply Today!

Job Summary

JOB TYPE

Part Time

INDUSTRY

Banking

POST DATE

09/06/2022

EXPIRATION DATE

10/31/2022

WEBSITE

tbkbank.com

HEADQUARTERS

JOHNSTOWN, CO

SIZE

25 - 50

FOUNDED

2015

CEO

BILL BOWLDS

REVENUE

<$5M

INDUSTRY

Banking

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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 Services Associate include Customer Service, Initiative, Microsoft Office, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services 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 Services 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 Services Associate positions, which can be used as a reference in future career path planning. As a Client Services 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 Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.

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If you are interested in becoming a Client Services 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 Services Associate for your reference.

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

Quotes from people on Client Services Associate job description and responsibilities

A client service associate works as a financial assistant and financial advisor to clients.

02/03/2022: Oklahoma City, OK

Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.

03/03/2022: Brownsville, TX

Client services representatives manage client relationships and provide customer support.

03/31/2022: Pierre, SD

A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.

01/29/2022: Bridgeport, CT

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

03/18/2022: Lincoln, NE

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 Services Associate jobs

These positions require familiarity with customer services tools and programs.

04/05/2022: Washington, DC

Client services associates also should have strong math, time management and critical thinking skills.

01/22/2022: Pine Bluff, AR

These associates provide administrative and client support to financial advisers.

03/03/2022: Jacksonville, FL

Client Services Associate must be excellent communicators capable of leading a team.

02/25/2022: Jackson, MS

And strong client relations skills are key to building and maintaining long-lasting business relationships.

01/26/2022: Provo, UT

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

Florida Southern College
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