Client Services Associate
Company: TBK Bank, SSB
Posted on: June 6, 2021
Join TBK Bank!
A t 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.
As a Client Services Associate, youll 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 Banks policies and procedures.
Balancing currency, coin, and teller drawer at the end of each
Opening new accounts per Bank and regulatory requirements, as
well as performing account/file maintenance and other personal
Providing exceptional customer service and identifying
appropriate cross sell opportunities with professionalism and
High school diploma or general education degree (GED)
Must be 18 years old
Six to twelve months of bank teller experience required
Customer service or sales experience required
Essential duties and responsibilities include the
following. Other duties may be assigned:
Provides exceptional customer service by standing to welcome the
customer, using the customers name, taking responsibility for the
customer, thanking the customer by name and exceeding the customers
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
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
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
Places holds on accounts for uncollected funds in accordance
Allows customers access to safe deposit boxes following
Capable of assisting tellers with balancing daily
May assist in balancing vault.
Knowledgeable of bank products and services to best serve
customers 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
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
Promptly responds to customers inquiries and requests regarding
account and suggests resolutions on account disputes and other
Works professionally with, and generates goodwill between the
retail banking department and other internal departments.
Protects and safeguards customer information and bank
Adheres to all bank and regulatory requirements and participates
in required training.
Actively participates in local community and bank sponsored
Hourly: $16.00 - $18.57
We offer Medical, Dental, Vision, Paid Time Off, 401k and
Go on. Do it. Apply Today!
Keywords: TBK Bank, SSB, Longmont , Client Services Associate, Other , Longmont, Colorado
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