Commercial Client Services Associate

Triumph

Dallas, TX

Expired: over a month ago Applications are no longer accepted.

Full-Time

Job Description

Join TBK Bank!

At TBK Bank, 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 stands for helping the people and business in our communities succeed. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.

Position Summary:

The Commercial Account CSA provides comprehensive customer service to our bank customers. They will work directly with our Treasury Management and Lending teams as well as the bank’s subsidiaries to assist in opening accounts for their customers. Delivering quality service with a consistent and enthusiastic approach is vital.

Essential Duties & Responsibilities:

Delivers excellent service to customers conducting business in person, through the mail, and by telephone.
Ensures that customer’s financial needs are met and/or exceeded.
Opens new accounts in accordance with the bank’s policy and procedure. Ensuring accuracy and completeness of all required documentation.
Assists customers with account and file maintenance request, ensuring accuracy and completeness of all required documentation.
Performs customer and bank transactions efficiently & accurately.
Protects the privacy and confidentiality of customers and the bank in accordance with Gramm-Leach-Bliley Act (GLBA).
Follows bank Customer Identification Program (CIP) procedures in order to properly identify customers.
Handles incoming calls and emails.
Provides effective and timely resolution to customer issues.
Notifies VP, Deposit Operations of escalated customer issues.
Assists with managing business/commercial customer relationships.
Assists with growing business/commercial customer deposit portfolio.
Distributes required account disclosures.
Accurately answers customer’s questions regarding banking services.
Identifies and reports possible fraud activities and Bank Secrecy Act (BSA) concerns.
Completes ongoing training required by the bank’s policies and regulations.
Complies with the bank’s regulations, laws and policies.
Periodically travels to other bank locations or customer sites.
Executes any other tasks and duties that may be assigned.
Performs other duties as assigned.

Experience & Education:

High school diploma required; some college preferred.
1 – 3+ years of banking experience, such as cash handling and new account opening.
1 – 2+ years deposit account opening experience such as customer identification requirements, IRA knowledge base, online banking, Customer Identification Program requirements, consumer protection laws, bank security policies and procedures, etc.
1 – 3+ years of business/commercial account opening experience.
Experience in business/commercial sales prospecting preferred.

Skills & Abilities Required:

The successful candidate will be professional, energetic, outgoing, self-motivated, eager to learn new tasks, detail-oriented, able to provide the highest level of customer service, able to use sound judgement in decision making, and possess a strong work ethic.
Strong skills in Microsoft Word, Excel, and Outlook.
Excellent communications skills required, both oral and written.

#LI-KF1

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!

Company Description

OUR BUSINESS
Triumph provides the transportation industry access to more of the products and services that empower growth-minded entrepreneurs to expand their businesses.

Our total transportation finance solutions - factoring, fuel cards, insurance, equipment finance and cash flow management - collectively create greater value for our clients. As a whole, we maximize cash flow management and efficiencies, unlocking short- and long-term opportunities previously unavailable.

Our extensive knowledge of the ins- and outs of the transportation industry ensures our clients are prepared for the future.

We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law.

OUR PURPOSE
Every day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we're Helping People Triumph.

OUR CORE VALUES
Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to:
• Transparency
• Respect
• Investing for the future
• Unique is good
• Mission is more than the money
• People make the difference
• Humility

FOCUS ON SERVING OTHERS
At TBK Bank, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is focused in four areas:
• Training future leaders
• Establishing viable communities
• Giving people a second chance
• Serving the less fortunate
We support these initiatives at home and around the world. We partner with entrepreneurs who share our philanthropic priorities, have a history of effective assistance programs and are experts in their fields of service. This allows us to serve in places where we can create the biggest impact.

Why Work Here?

Triumph is the transportation industry’s go-to for cash flow management services.

OUR BUSINESS Triumph provides the transportation industry access to more of the products and services that empower growth-minded entrepreneurs to expand their businesses. Our total transportation finance solutions - factoring, fuel cards, insurance, equipment finance and cash flow management - collectively create greater value for our clients. As a whole, we maximize cash flow management and efficiencies, unlocking short- and long-term opportunities previously unavailable. Our extensive knowledge of the ins- and outs of the transportation industry ensures our clients are prepared for the future. We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law. OUR PURPOSE Every day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we're Helping People Triumph. OUR CORE VALUES Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to: • Transparency • Respect • Investing for the future • Unique is good • Mission is more than the money • People make the difference • Humility FOCUS ON SERVING OTHERS At TBK Bank, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is focused in four areas: • Training future leaders • Establishing viable communities • Giving people a second chance • Serving the less fortunate We support these initiatives at home and around the world. We partner with entrepreneurs who share our philanthropic priorities, have a history of effective assistance programs and are experts in their fields of service. This allows us to serve in places where we can create the biggest impact.