Teller

Triumph Financial; Chelmsford; On-site; CAD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated Client Services Associate to enhance customer relationships and facilitate accurate financial transactions. In this pivotal role, you will engage with customers, provide exceptional service, and contribute to branch goals. Ideal candidates will possess a high school diploma or GED and have some banking experience. Join a supportive environment where your contributions will help build strong community ties and create lasting customer satisfaction. If you are passionate about service excellence and eager to grow, this opportunity is perfect for you.

Qualifications

• Mindestens 6 Monate Erfahrung als Bankangestellter.
• Starke Fähigkeiten im Kundenservice und Verkauf.

Responsibilities

• Profilierung neuer und bestehender Kunden, um maßgeschneiderte Produkte anzubieten.
• Bereitstellung außergewöhnlicher Kundenservices und Übertreffen von Erwartungen.

Skills

Kundenservice

Cross-Selling

Finanztransaktionen

Education

High School Diploma

GED

Job description

Job Description

Triumph Financial, Inc. (NASDAQ: TFIN) is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.

Summary

Are you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll provide prompt and accurate financial transactions, contribute to the development and retention of customer relationships, profile new and existing customers, offer insightful advice on bank products and services, and ensure each customer interaction exceeds expectations. If you're eager to take initiative, contribute to our retail branch goals, and make a meaningful impact, we invite you to join our team.

Job Description

The Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank's policies and procedures. You will contribute 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. Our motto is "Helping People Triumph." We believe in treating people fairly, handling conflict with grace, and speaking the truth with humility. Our culture is shaped by consistent, daily actions aligned with these convictions.

How You'll Spend Your Time

1. Profile new and existing customers, suggesting tailored products/services.
2. Provide exceptional customer service, exceeding expectations.
3. Open new accounts, ensuring accuracy and timely documentation.
4. Assist with Stop Payments, Debit Card Orders, and other transactions.
5. Take initiative to resolve customer issues and provide prompt feedback.
6. Help maintain customer goodwill and contribute to branch goals.
7. Refer customers professionally to various bank departments.
8. Safeguard customer information, adhere to regulations, and maintain security.
9. Process transactions while maintaining accurate records.
10. 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 qualities include customer service, sales, or cross-selling experience.

Apply now

Seize the opportunity to provide exceptional service, build relationships, and grow within a supportive banking environment!

Triumph Financial, Inc. and its subsidiaries are equal employment opportunity providers, respecting all individuals regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or veteran status, in accordance with applicable laws.