23 часа назад
Client Services Associate
16 - 54$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Services Associate (Banking): Processing accurate financial transactions and supporting retail banking customers with an accent on account opening, customer profiling, and tailored banking products and services. Focus on resolving customer issues, identifying cross-selling opportunities, maintaining regulatory compliance, and protecting customer information.
Location: Lamar, Colorado, United States; onsite retail branch role
Compensation: $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 prompt and accurate financial transactions according to bank policies and procedures.
- Profile new and existing customers and recommend tailored banking products and services.
- Open new accounts and maintain accurate, timely documentation.
- Assist with stop payments, debit card orders, referrals, and other customer requests.
- Resolve customer issues, provide prompt feedback, and support branch goals.
- Safeguard customer information, follow regulations, and participate in 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.
- Ability to maintain accurate records and follow security and regulatory procedures.
Culture & Benefits
- Values-driven banking environment focused on customers, team members, and local communities.
- Medical, dental, and vision coverage.
- Paid time off.
- 401(k) plan and additional benefits.
- Opportunities to contribute to community and bank-sponsored events.
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