Client Services Associate (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Client Services Associate (Banking): Providing accurate financial transactions and customer support in a retail bank branch with an accent on account services, customer profiling, and relationship development. Focus on resolving customer issues, identifying suitable banking products, safeguarding customer information, and supporting branch goals.
Location: Onsite in Durango, Colorado, United States
Salary: $16.54–$22.67 per hour
Company
is a financial holding company offering banking, payments, and factoring services through TBK Bank and its subsidiaries.
What you will do
- Process accurate financial transactions and maintain complete records.
- Profile new and existing customers and recommend suitable banking products and services.
- Open new accounts and handle stop payments, debit card orders, and related requests.
- Resolve customer issues promptly and refer customers to appropriate bank departments.
- Protect customer information, follow banking regulations, and maintain security procedures.
- Support branch objectives and participate in local community and bank-sponsored events.
Requirements
- High school diploma or GED.
- At least 18 years old.
- Customer service, sales, or cross-selling experience.
- Six to twelve months of bank teller experience is preferred.
- Professional communication skills and attention to accuracy.
Culture & Benefits
- Values-driven banking environment focused on customers, employees, and local communities.
- Medical, dental, and vision insurance.
- Paid time off.
- 401(k) plan and additional benefits.
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