Client Services Associate

p style="text-align:left"bJoin TBK Bank!/b/pp style="text-align:inherit"/pp style="text-align:left"spanAt TBK Bank, a subsidiary of Triumph, we#39;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./span/pp style="text-align:inherit"/pp style="text-align:inherit"/ppbPosition Summary:/b 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./pp/ppubspanESSENTIAL DUTIES amp; RESPONSIBILITIES/span/b/u/pullipProfiles 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./p/lilipProvides 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./p/lilipPrepares and compiles new customer information in accordance with the banks CIP and know your Customer policies./p/lilipOpens new accounts; ensures completeness and accuracy of documentation including scanning into the system, and timely follow up on missing or incomplete documents./p/lilipSuccessfully completes Account/File Maintenance with proper documentation./p/lilipHelps 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./p/lilipTakes 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./p/lilipPromptly responds to customer’s inquiries and requests regarding account and suggests resolutions for account disputes and other account activity./p/lilipContinues to build relationships with current customers to maintain goodwill and gain additional business./p/lilipActively participates in meeting retail branch goals and events./p/lilipProfessionally makes quality referrals to other areas of the bank and bank partners such as Commercial Lending, Consumer Lending, Treasury Management, Merchant Services, or the Mortgage Partner in your area, etc./p/lilipWorks professionally with, and generates goodwill between the retail banking department and other internal departments./p/lilipGenerates new business to assist in meeting established profitability goals./p/lilipPerforms all customer transactions and inputs them into the computer system in accordance with established procedures. Cashes checks, receives cash for deposit, verifies amounts, verifies customer balances and examines checks for appropriate signatures and endorsements./p/lilipPlaces holds on accounts for uncollected funds in accordance with regulations./p/lilipMonitors customer account activity and transactions in order to identify possible fraud./p/lilipBalances currency, coin, and checks in cash 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./p/lilipProcesses savings bonds, branch capture, cashier#39;s checks, and other items based on branch./p/lilipAllows customers access to safe deposit boxes following specified procedures./p/lilipAssists tellers with balancing daily transactions./p/lilipMay assist in balancing vault./p/lilipActively participates in daily branch Daily Plan It’s and weekly branch meetings./p/lilipCompletes required training within prescribed deadlines to develop an understanding of banking industry and banking regulations and job skills./p/lilipProtects and safeguards customer information and bank property./p/lilipAdheres to all bank and regulatory requirements and participates in required training./p/lilipActively participates in local community and bank sponsored events./p/lilipPerforms other duties as assigned./p/li/ulp/pdivpubEXPERIENC/bbE amp; EDUCATION/b/u/p/divullipHigh school diploma or general education degree (GED) required./p/lilipMust be 18 years old./p/lilipSix to twelve months of bank teller experience preferred./p/lilipCustomer service, sales or cross selling experience desired./p/li/ulp/pdivpubspanSKILLS amp; ABILITIES REQUIRED/span/b/u/p/divullipExcellent communication skills required, both written and verbal./p/lilipBasic knowledge of Microsoft office, word processing and email systems./p/lilipAbility to read, write and speak English./p/lilipAbility to take initiative and work independently./p/lilipAble to travel to various TBK Bank locations for training and to perform other duties as assigned./p/li/ulp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"ubCompensation Range/b/u/pp style="text-align:inherit"/pp style="text-align:inherit"/pHourly: $16.06 - $22.01p style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"spanbWe offer Medical, Dental, Vision, Paid Time Off, 401k and much more./b/span/pp style="text-align:inherit"/ph2Go on.  Do it.  Apply Today!br / /h2