Bank Client Services Associate — Grow Relationships

Triumph Financial, Inc.; Bayfield (CO); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

401k plan

Job summary

Triumph Financial, Inc. in Dallas, TX seeks a Client Services Associate to handle prompt, accurate financial transactions and build strong customer relationships.

You will profile customers, offer bank products, and help drive cross-sell opportunities while maintaining high service standards. Join TBK Bank, a Triumph subsidiary, and contribute to branch goals while safeguarding customer information and adhering to regulations.

Qualifications

• High school diploma or GED required.
• At least 18 years old and 6–12 months of banking/teller experience preferred.
• Customer service, sales or cross-selling experience is desirable.

Responsibilities

• Profile new and existing customers to tailor products/services.
• Provide prompt, accurate financial transactions and record-keeping.
• Open new accounts with proper documentation and compliance.
• Refer customers to bank departments for suitable solutions.
• Safeguard customer information and adhere to regulations.

Skills

Customer service

Cross-selling

Sales

Communication

Education

High school diploma or GED

Job description

Triumph Financial, Inc. in Dallas, TX seeks a Client Services Associate to handle prompt, accurate financial transactions and build strong customer relationships.

You will profile customers, offer bank products, and help drive cross-sell opportunities while maintaining high service standards. Join TBK Bank, a Triumph subsidiary, and contribute to branch goals while safeguarding customer information and adhering to regulations.