Client Services Associate
Listed on 2026-03-11
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Customer Service/HelpDesk
Customer Service Rep, Bilingual
Join TBK Bank! At TBK Bank, a subsidiary of Triumph, we are a team of passionate, driven, collaborative, solutions‑mindful 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, delivering excellence with humility. We thrive on providing exceptional customer service and seek friendly professionals dedicated to helping customers achieve their financial goals.
SummaryAre you a customer‑focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate, you will be at the forefront of our commitment to exceptional customer service, ensuring each interaction exceeds expectations and identifying valuable cross‑selling opportunities.
Job DescriptionThe Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank’s policies and procedures. You will contribute to the development and retention of customer relationships by providing outstanding service and identifying appropriate cross‑sell opportunities with professionalism and enthusiasm.
Team CultureWe 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.
HowYou’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 information, adhere to regulations, and maintain security.
- Process transactions while maintaining accurate records.
- Contribute to local community and bank-sponsored events.
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.
BenefitsWe offer Medical, Dental, Vision, Paid Time Off, 401(k) and much more.
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.
Apply now and seize the chance to provide exceptional service, build relationships, and grow in a supportive banking environment!
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