Client Services Associate

Job description

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. 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 stan...