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Client Processing Associate Jobs in Colorado (NOW HIRING)

Client Services Associate

Firestone, CO · On-site

$16.54 - $22.67/hr

Client Services Associate Join TBK Bank! At TBK Bank, a subsidiary of Triumph, we're a team of ... Process transactions while maintaining accurate records. * Contribute to local community and bank ...

Client Services Associate

Lamar, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Process transactions while maintaining accurate records. * Contribute to local community and bank ...

Client Services Associate

Firestone, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Process transactions while maintaining accurate records. * Contribute to local community and bank ...

Do you know how to take care of people? We're looking for a Registered Client Associate to: • ... process, you can always contact us. Disclaimer / Policy statements UBS is an Equal Opportunity ...

Client Services Associate

Durango, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Process transactions while maintaining accurate records. * Contribute to local community and bank ...

Client Services Associate

Lamar, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Process transactions while maintaining accurate records. * Contribute to local community and bank ...

Client Services Associate

Firestone, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Process transactions while maintaining accurate records. * Contribute to local community and bank ...

Client Services Associate

Lamar, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Process transactions while maintaining accurate records. * Contribute to local community and bank ...

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Process transactions while maintaining accurate records. * Contribute to local community and bank ...

Client Services Associate

Firestone, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Process transactions while maintaining accurate records. * Contribute to local community and bank ...

Client Services Associate

Durango, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Process transactions while maintaining accurate records. * Contribute to local community and bank ...

Client Services Associate

Firestone, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Process transactions while maintaining accurate records. * Contribute to local community and bank ...

Client Services Associate

Lamar, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Process transactions while maintaining accurate records. * Contribute to local community and bank ...

We are seeking a Sr Client Services Representative who will be responsible for managing a book of ... Use of AI in Hiring As part of the recruiting process, Broadridge may use technology, including ...

Do you know how to take care of people? We're looking for a Registered Client Associate to: • ... process, you can always contact us. Disclaimer / Policy statements UBS is an Equal Opportunity ...

Client Services Associate

Durango, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Process transactions while maintaining accurate records. * Contribute to local community and bank ...

Client Services Associate

Lamar, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Process transactions while maintaining accurate records. * Contribute to local community and bank ...

Client Services Associate

Durango, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Process transactions while maintaining accurate records. * Contribute to local community and bank ...

Showing results 21-40

Client Processing Associate information

What is the difference between Client Processing Associate vs Client Service Representative?

AspectClient Processing AssociateClient Service Representative
Primary RoleHandles client account processing, data entry, and transaction verificationProvides client support, answers inquiries, and resolves service issues
Required SkillsAttention to detail, data management, basic financial knowledgeCommunication skills, customer service, problem-solving
Work EnvironmentBack-office, financial institutions, banksFront-line, call centers, client-facing roles
Common CertificationsFinancial certifications (e.g., Series 7, 63), relevant degreesCustomer service certifications, financial knowledge beneficial

While both roles support client needs within financial institutions, the Client Processing Associate focuses on account processing and data accuracy, often working behind the scenes. In contrast, the Client Service Representative interacts directly with clients, providing support and resolving inquiries. Understanding these differences helps job seekers target the right role based on their skills and career goals.

What does a client processing associate do?

A client processing associate is responsible for managing client accounts, verifying information, and ensuring accurate processing of transactions or requests. They often use specialized software and must adhere to company policies and compliance standards to maintain data integrity and customer satisfaction.

What cities in Colorado are hiring for Client Processing Associate jobs?

Cities in Colorado with the most Client Processing Associate job openings:

Client Services Associate

Firestone, CO • On-site

TBK Bank, SSB
1 - 5K employees

$16.54 - $22.67/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago


Job description

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.

Job Description

The Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank's policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.

Team Culture

At Triumph Financial, we are a values-driven financial service company focused 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."

Treating people fairly, handling conflict with grace, and speaking the truth with humility are actions born of our convictions. Correct, consistent daily action shapes our culture, and we work at this diligently.

How You'll Spend Your Time
  • 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.
Education & Experience Requirements

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.

Apply now and seize the chance to provide exceptional service, build relationships, and grow in a supportive banking environment!

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.

Compensation Range

Hourly: $16.54 - $22.67

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