Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Services Associate

$20 per hour

Triumph

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. Starting pay: $20.00/hour minimum, in compliance with Denver's local minimum wage requirements. ESSENTIAL DUTIES AND RESPONSIBILITIES 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 customer’s name, taking responsibility for the customer, thanking the customer by name and exceeding the customer’s 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, Health 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 customer’s 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, cashier's 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 It’s 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. Experience 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 Skills And Abilities Require 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: View email address on click.appcast.io 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. ABOUT TBK Bank, SSB 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: Hourly: $19.29 - $22.67 We offer Medical, Dental, Vision, Paid Time Off, 401k and much more. Go on. Do it. Apply Today! #J-18808-Ljbffr

Vacancy posted 21 hours ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Denver, CO vacancy
  • $52k - $70k

    A well-established, client-first wealth management firm in Littleton, Colorado is adding a Client Services Associate to its growing team. This role offers direct advisor mentorship, a shorter Friday schedule, and a genuine path to deeper specialization in financial operations... 
    Suggested
    Work at office
    Monday to Thursday

    CyberCoders

    Littleton, CO
    5 days ago
  • $53k - $70k

     ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome...  ...You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor... 
    Suggested
    Work at office
    Immediate start
    Flexible hours

    Stifel

    Greenwood Village, CO
    1 day ago
  •  ...exceptional professionals with outstanding career opportunities. Our client, an established and highly respected independent wealth...  ...located in Englewood, CO, is seeking an experienced Client Services Associate to join its growing team. Job Summary: The Client Service Associate... 
    Suggested

    TalentWealth

    Denver, CO
    4 days ago
  •  ...Client Services Associate / Travel (Remote) Denver, Colorado, United States About the Job About Us: We are a trusted travel services organization dedicated to delivering seamless booking experiences and personalized travel support. Our team partners with top travel providers... 
    Suggested
    Remote work

    HB Travels

    Denver, CO
    2 days ago
  • $70k - $90k

     ...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley... 
    Suggested
    Work at office

    Vodia Ventures

    Denver, CO
    3 days ago
  • $45k - $61k

     ...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks...  ..., Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem... 
    Work experience placement
    Work at office

    100 Raymond James & Associates, Inc.

    Denver, CO
    20 hours ago
  • $35k - $75k

     ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Greenwood Village, CO
    3 days ago
  • $75k - $85k

     ...built on four core principles: always acting in the best interest of the client, providing straightforward fees, maintaining transparent communication, and giving every client personalized service. Our team takes pride in creating personalized financial plans tailored to... 
    Permanent employment
    Work at office
    Local area

    HighTower Advisors

    Greenwood Village, CO
    3 days ago
  • $20 per hour

     ...delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping...  ..., Kansas, New Mexico, and Texas. We also serve a national client base through our Triumph Commercial Finance division, which offers... 
    Hourly pay
    Minimum wage
    Work at office
    Local area
    Shift work

    TBK Bank, SSB

    Denver, CO
    3 days ago
  • $65k - $75k

     ..., energetic team members and a company dedicated to your success, growth, and advancement. Job Description The Client Service Associate serves as the primary point of contact for high net worth clients and supports Private Bankers, Trust Officers, and Wealth... 
    Work at office

    BOK Financial

    Denver, CO
    19 hours ago
  • $16.54 - $22.67 per hour

     ...Client Services Associate 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... 
    Hourly pay
    Local area

    Triumph Financial

    Denver, CO
    4 days ago
  •  ...management, and other financial products and services to the public sector. In addition to...  ...products, and advanced technology help clients achieve more today for a better tomorrow...  ...work closely with the other client service associates, and management. Strong oral and... 
    Local area

    Public Trust Advisors, LLC

    Denver, CO
    4 days ago
  •  ...Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Denver, CO office. The Client Service Associate will join a highly talented team of wealth management and client service professionals... 
    Work at office

    Beacon Pointe Advisors LLC

    Denver, CO
    28 days ago
  • $70k

     ...Company: Simon Quick Advisors Position: Client Service Associate Location: Denver, CO Compensation: Starting at $70,000  Company Description Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions... 
    Full time
    Work experience placement
    Work at office
    Local area

    Simon Quick Advisors

    Denver, CO
    a month ago
  • $19.29 - $22.67 per hour

     ...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 welcoming the... 
    Hourly pay
    Minimum wage
    Work at office
    Local area
    Shift work

    TBK Bank, SSB

    Denver, CO
    2 days ago
  •  ...Client Associate-2 The Client Associate -2 delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and judgment within defined... 
    Temporary work
    Internship
    Local area
    Flexible hours

    IMA Financial Group

    Denver, CO
    3 days ago
  • Client Engagement Associate - Denver, CO DELTA |v| Forensic Engineering, Inc. Company Overview DELTA |v| Forensic Engineering is one of the recognized...  ...nationally respected team of expert engineers and client service professionals. With offices in Atlanta, Charlotte,... 
    Work at office
    Local area
    Immediate start

    deltavinc

    Denver, CO
    4 days ago
  • Epsilon is seeking an Associate, Client Success to support client relationships across a dynamic account portfolio. You will partner with Account Executives, Client Services, Billing, and cross-functional teams to ensure flawless project execution and a high-quality client... 

    Epsilon

    Westminster, CO
    2 days ago
  • $69.8k - $132k

     ...are the leading provider of professional services to the middle market globally, our...  ...confidence in a world of change, empowering our clients and people to realize their full...  ...be eligible for hire as an experienced associate.RSM will consider for employment qualified... 
    Full time
    Work experience placement
    Internship
    Work at office
    Local area

    RSM International

    Denver, CO
    1 day ago
  •  ...someone who thrives in a welcoming, customer service-oriented environment with excellent...  ...enjoy building strong relationships with clients, then look no further and apply today!...  ...Join our team as a Seasonal Client Support Associate and be the friendly face for all those... 
    Extra income
    Full time
    Part time
    Local area
    Flexible hours

    Jackson Hewitt

    Aurora, CO
    2 days ago
  •  ..., we have an enthusiasm for helping our clients, taking care of our employees, building...  ..., and delivering extraordinary customer service while maintaining a strong commitment to...  ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you... 

    JP Morgan Chase

    Westminster, CO
    1 day ago
  •  ...Senior Associate At Bennett Thrasher, we offer the expertise and opportunities of a large...  ...to collaborate on meaningful work with clients in a variety of industries and work...  ...effectively in teams to provide quality service to clients Gains a comprehensive understanding... 
    Local area
    Immediate start

    Bennett Thrasher

    Denver, CO
    2 days ago
  • $53.55k - $63k

     ...always act in the best interest of our clients.* Mercer Advisors offers a distinct work...  ...of metrics – including size, growth, service quality, technology, succession planning...  ...Job Summary: The Service Operations Associate I is a critical operational role within... 
    Full time
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Denver, CO
    1 day ago
  • $35k - $75k

     ...Service Associate Service Associates perform operational support and oversight on behalf of the Complex as well as general management support...  ...support) Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan... 
    Temporary work
    Part time
    Work at office
    Local area
    Remote work
    Home office
    Night shift

    Morgan Stanley

    Denver, CO
    4 days ago
  • $225k - $260k

     ...regarded AmLaw 100 firm that is seeking a midlevel Private Wealth Associate to join its Denver office. This role is ideal for an...  ...trusts and estates experience who wants to build a sophisticated, client-facing private wealth practice. The associate will work on complex... 
    Temporary work
    Private practice
    Work at office

    VOYlegal

    Wheat Ridge, CO
    2 days ago
  • $58k - $80k

     ...Your role A Client Associate, registered services clients and provides operational and administrative support to Financial Advisors. An employee must have both Series 7 and either Series 66 or 65/63 to be considered registered. Responsibilities Provide standard administrative... 
    Full time
    Work at office

    UBS

    Denver, CO
    2 days ago
  •  ...NBH Bank in Colorado is seeking an Associate Banker to support clients with banking products, transactions, and digital solutions. In this role you will deliver strong service, process transactions, and help drive branch sales and service goals while collaborating across... 

    Cobnks

    Denver, CO
    2 days ago
  • $64k - $80k

     ...Client Success Associate, Navigation As a Client Success Associate, you are the client's primary point of contact for day-to-day operational...  ...between clients and cross-functional internal teams, such as service delivery partners, eligibility coordinators, and benefits... 
    Work experience placement
    Work at office
    Night shift

    Rightway Healthcare

    Denver, CO
    3 days ago
  •  ...journey and help you achieve your professional goals. Join us.Our management consulting team focuses on our clients’ critical business needs. From transaction services to operations and everything in between, our integrated solution approach is designed to help enable and... 
    Full time
    Flexible hours
    Night shift

    P&M Corporate Finance

    Denver, CO
    1 day ago
  •  ...Wireless Services Sales Associate: Where Technology, Talent, and Opportunity Meet Do you have a love for working with people, a passion for...  ...Develop and maintain strong relationships with a diverse client base Tailor communication and sales strategies to meet individual... 
    Full time
    Work at office

    Pdi Business Solutions

    Centennial, CO
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!