TBK Bank, SSB · 6 hours ago
Client Services Associate
Denver, CO
Full-time
Onsite
New Grad, Entry Level
$16.54/hr - $22.67/hr
0+ years expTBK Bank, a subsidiary of Triumph, is seeking a Client Services Associate to join their team. In this role, you will build professional relationships and provide exceptional client experiences, helping customers meet their financial goals through various banking services.
BankingFinanceFinancial ServicesFinTech
Responsibilities
Providing prompt and accurate teller transactions, in accordance with the Bank’s policies and procedures
Balancing currency, coin, and teller drawer at the end of each shift
Opening new accounts per Bank and regulatory requirements, as well as performing account/file maintenance and other personal banker duties
Providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm
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
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 Procedure
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 documentation
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 Banking
Places holds on accounts for uncollected funds in accordance with regulations
Allows customers access to safe deposit boxes following specified procedures
Capable of assisting tellers with balancing daily transactions
May assist in balancing vault
Knowledgeable of bank products and services to best serve customer’s 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 Management, etc.)
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 on account disputes and other account activity
Works professionally with, and generates goodwill between the retail banking department and other internal departments
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
Qualification
Required
High school diploma or general education degree (GED) required
Must be 18 years old
Six to twelve months of bank teller experience required
Customer service or sales experience required
Benefits
Medical
Dental
Vision
Paid Time Off
401k
Company
TBK Bank, SSB
A State Savings Bank headquartered in Dallas, Texas, TBK Bank is a subsidiary of Triumph Financial. (Nasdaq: TFIN).
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Paterson
EVP, Chief Operating Officer
Recent News
MarketScreener
2025-10-16
bloomberglaw.com
2025-09-24
Triumph Financial, Inc.
2025-09-22
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