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Built In Colorado

Client Services Associate

Entry-Level JobVerifiedNo experience needed
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Job Description

Provides accurate banking transactions and exceptional customer service in a retail branch. Opens accounts, processes stop payments and debit card orders, profiles customers, recommends banking products, resolves issues, maintains records, safeguards customer information, follows regulations, makes departmental referrals, supports branch goals, and participates in community events. The summary above was generated by AI 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. Triumph Financial, Inc. (

NASDAQ:

TFIN), is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services. Summary Are you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to the development and retention of customer relationships. By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities. If you're eager to take initiative, contribute to our retail branch goals, and make a meaningful impact, we invite you to become a part of our team. Job Description The Client Services Associate is 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. Team Culture At Triumph Financial, we are a values-driven financial service company focused 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." Treating people fairly, handling conflict with grace, and speaking the truth with humility are actions born of our convictions. Correct, consistent daily action shapes our culture, and we work at this diligently. How You'll Spend Your Time Profile new and existing customers, suggesting tailored products/services. Provide exceptional customer service, exceeding expectations. Open new accounts, ensuring accuracy and timely documentation. Assist with Stop Payments, Debit Card Orders, and more. Take initiative to resolve customer issues and provide prompt feedback. Help maintain customer goodwill and contribute to branch goals. Professionally refer customers to various bank departments. Safeguard customer info, adhere to regulations, and maintain security. Process transactions while maintaining accurate records. Contribute to local community and bank-sponsored events. Education & Experience Requirements The ideal candidate should have a high school diploma or GED, be at least 18 years old, and preferably possess six to twelve months of bank teller experience. Additional desired qualities include customer service, sales, or cross-selling experience. Apply now and seize the chance to provide exceptional service, build relationships, and grow in a supportive banking environment! Triumph Financial, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.

Compensation Range Hourly:

$16.87 - $22.77 We offer Medical, Dental, Vision, Paid Time Off, 401k and much more. Go on. Do it. Apply Today! Read Full Description Similar Jobs TBK Bank, SSB Client Services Associate 8 Days Ago In-Office Buena Vista, CO, USA 17-23 Hourly Entry level 17-23 Hourly Entry level Fintech

• Payments

• Financial Services Provides accurate banking transactions, opens accounts, assists with debit card orders and stop payments, resolves customer issues, safeguards customer information, and delivers exceptional branch service. Profiles customers, recommends banking products, identifies cross-selling opportunities, refers customers to bank departments, maintains records, supports branch goals, and participates in community events. TBK Bank, SSB Client Services Associate 9 Days Ago In-Office Pueblo, CO, USA 17-23 Hourly Junior 17-23 Hourly Junior Fintech

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• Financial Services Provides accurate financial transactions and exceptional customer service in a retail banking branch. Opens accounts, processes stop payments and debit card orders, profiles customers, recommends banking products, identifies cross-selling opportunities, resolves issues, safeguards customer information, maintains accurate records, refers customers to bank departments, and supports branch and community goals. TBK Bank, SSB Client Services Associate 14 Days Ago In-Office Bayfield, CO, USA 17-23 Hourly Entry level 17-23 Hourly Entry level Fintech

• Payments

• Financial Services Provides accurate financial transactions, opens and services customer accounts, resolves issues, safeguards customer information, and delivers exceptional branch customer service. Profiles customers, recommends banking products, identifies cross-selling opportunities, refers customers to bank departments, maintains accurate records, and supports branch and community goals. Requires a high school diploma or GED and willingness to meet banking regulations and service standards. What you need to know about the Colorado Tech Scene With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.

Key Facts About Colorado Tech Number of Tech Workers:

260,000; 8.5% of overall workforce (2024 CompTIA survey)

Major Tech Employers:

Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3

Key Industries:

Software , artificial intelligence , aerospace , e-commerce , fintech , healthtech

Funding Landscape:

$4.9 billion in VC funding in 2024 (Pitchbook)

Notable Investors:
Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures Research Centers and Universities:

Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance