Client Service Associate

Client Services Associate

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. Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.

Are you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to the development and retention of customer relationships. By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross‑selling opportunities.

If you're eager to take initiative, contribute to our retail branch goals, and make a meaningful impact, we invite you to become a part of our team.

• Profile new and existing customers, suggesting tailored products/services.
• Provide exceptional customer service, exceeding expectations.
• Open new accounts, ensuring accuracy and timely documentation.
• Assist with Stop Payments, Debit Card Orders, and more.
• Take initiative to resolve customer issues and provide prompt feedback.
• Help maintain customer goodwill and contribute to branch goals.
• Professionally refer customers to various bank departments.
• Safeguard customer info, adhere to regulations, and maintain security.
• Process transactions while maintaining accurate records.
• Contribute to local community and bank-sponsored events.

The ideal candidate should have a high school diploma or GED, be at least 18 years old, and preferably possess six to twelve months of bank teller experience. Additional desired qualities include customer service, sales, or cross‑selling experience.

Compensation Range:
Hourly: $16.54 - $22.67. We offer Medical, Dental, Vision, Paid Time Off, 401(k) and much more.

Triumph Financial, 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.

• Transparency
• Respect
• Investing for the future
• Unique is good
• Mission is more than the money
• People make the difference
• Humility

• Training future leaders
• Establishing viable communities
• Giving people a second chance
• Serving the less fortunate

TBK Bank, SSB is a Texas‑state savings bank headquartered in Dallas, Texas. We offer commercial and consumer banking products focused on meeting client needs in Texas, Colorado, Kansas, New Mexico, Iowa and Illinois. We also serve a national client base with factoring, equipment lending and asset‑based lending through Triumph’s Equipment Division, discount factoring through Triumph’s Factoring Division, insurance through Triumph’s Insurance Division, Inc.,

and carrier and vendor payment solutions through Triumph Pay.