Client Services Associate; part-time

Join TBK Bank!

At TBK Bank, a subsidiary of Triumph, we’re a team of passionate, driven, collaborative, solutions‑minded professionals committed to making a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time, striving for excellence while delivering with humility. We thrive on providing exceptional customer service and look for friendly professionals dedicated to helping customers achieve their financial goals.

As a Client Services Associate (part-time), you’ll build professional relationships and provide an exceptional client experience. You will use your knowledge and skills to help clients meet their financial goals through daily transactions and quality referrals to other departments within the bank.

• Provide prompt and accurate teller transactions in accordance with the bank’s policies and procedures.
• Balance currency, coin, and teller drawer at the end of each shift.
• Open new accounts per bank and regulatory requirements, perform account/file maintenance, and other personal banker duties.
• Provide exceptional customer service and identify appropriate cross‑sell opportunities with professionalism and enthusiasm.
• Stand to welcome customers, use their name, thank them by name, and exceed expectations.
• Balance teller drawer after shift and maintain appropriate cash levels in accordance with security policy.
• Perform all teller transactions and input them into the system following established procedures.
• Process savings bonds, cashier’s checks, and other items as per branch.
• Open new accounts; prepare and compile customer information in compliance with CIP and KYC policies.
• Assist with account/file maintenance and document management.
• Help customers with Stop Payments, Debit Card Orders/Reorders, disputes, IRAs, Health Savings Accounts, wire transfers, online/m‑banking, and related items.
• Place holds on accounts for uncollected funds in accordance with regulations.
• Provide safe deposit box access following specified procedures.
• Assist tellers and support vault balancing as needed.
• Recognize, respond to, and refer sales opportunities (accounts, credit cards, loans, etc.).
• Take initiative to answer customer phone calls/email, resolve issues, and provide timely feedback.
• Respond promptly to customer inquiries and suggest resolutions for account disputes.
• Work professionally with other internal departments, generating goodwill.
• Protect customer information and bank property.
• Adhere to all bank and regulatory requirements, attend required training.
• Actively participate in local community and bank-sponsored events.

• High school diploma or GED required.
• Minimum age 18.
• Six to twelve months of bank teller experience preferred.
• Customer service, sales, or cross‑selling experience desired.

Hourly: $16.54 – $22.67

Medical, Dental, Vision, Paid Time Off, 401(k), and more.