Client Services Associate

Join TBK Bank!

At TBK Bank a subsidiary of Triumph were 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.

ESSENTIAL DUTIES and RESPONSIBILITIES

Responsibilities include:

• 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 standing to welcome the customer using the customers name taking responsibility for the customer thanking the customer by name and exceeding the customers expectations.
• Prepares and compiles new customer information in accordance with the banks CIP and know your Customer policies.
• Opens new accounts; ensures completeness and accuracy of documentation including scanning into the system and timely follow up on missing or incomplete documents.
• Successfully completes Account/File Maintenance with proper documentation.
• Helps 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.
• 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 customers inquiries and requests regarding account and suggests resolutions for account disputes and other account activity.
• Continues to build relationships with current customers to maintain goodwill and gain additional business.
• Actively participates in meeting retail branch goals and events.
• Professionally 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.
• Works professionally with and generates goodwill between the retail banking department and other internal departments.
• Generates new business to assist in meeting established profitability goals.
• Performs 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.
• Places holds on accounts for uncollected funds in accordance with regulations.
• Monitors customer account activity and transactions in order to identify possible fraud.
• Balances 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.
• Processes savings bonds branch capture cashiers checks and other items based on branch.
• Allows customers access to safe deposit boxes following specified procedures.
• Assists tellers with balancing daily transactions.
• May assist in balancing vault.
• Actively participates in daily branch Daily Plan Its and weekly branch meetings.
• Completes required training within prescribed deadlines to develop an understanding of banking industry and banking regulations and job skills.
• 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.

• High school diploma or general education degree (GED) required.
• Must be 18 years old
• Six to twelve months of bank teller experience preferred
• Customer service sales or cross selling experience desired

• Excellent communication skills required both written and verbal
• Basic knowledge of Microsoft office word processing and email systems
• Ability to read write and speak English
• Ability to take initiative and work independently
• Able to travel to various TBK Bank locations for training and to perform other duties as assigned.

SALARY AND EMPLOYMENT

• Pay range dependent on applicable experience and skill level
• Company benefits including Medical Vision Dental 401K

HOW TO SUBMIT A RESUME

Qualified candidates please send your resume in either Microsoft Word or Adobe PDF to:

Given candidate interest in this position we may only be able to contact qualified candidates. Thank you in advance for understanding if we do not contact you.

Equal Employment Opportunity Statement: Triumph Bancorp 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.

TBK Bank SSB a subsidiary of Triumph Bancorp Inc. (Nasdaq: TBK) is a Texas-state savings bank headquartered in Dallas Texas that offers consumer and commercial banking products from our 61 branches throughout Iowa Illinois Colorado Kansas New Mexico and Texas. We also serve a national client base through our Triumph Commercial Finance division which offers factoring equipment lending asset based lending and premium finance solutions for independent insurance agents. We offer discount factoring through our Advance Business Capital LLC d/b/a Triumph Business Capital subsidiary and insurance through our Triumph Insurance Group Inc. subsidiary.

Compensation Range