Bank Client Services Associate — Relationship Builder

Triumph Financial; Moline (IL); Vor Ort; USD 22.000 - 30.000; Vollzeit

Benefits dieser Stelle

Medical

Dental

Vision

Paid Time Off

401k

Zusammenfassung

Triumph Financial seeks a Client Services Associate to handle prompt, accurate financial transactions and to build customer relationships by profiling customers and recommending appropriate bank products and services.

You will deliver exceptional service, ensure accurate documentation, and professionally refer clients to various bank departments while supporting branch goals and community initiatives.

Qualifikationen

• High school diploma or GED, 18+ years old, preferred 6–12 months bank teller experience.
• Customer service, sales, or cross-selling experience is a plus.

Aufgaben

• Profile and profile existing customers, suggesting tailored products/services.
• Provide exceptional customer service, exceeding expectations.
• Open new accounts with accuracy and timely documentation.
• Assist with Stop Payments, Debit Card Orders, and more.

Kenntnisse

Customer service

Sales

Cross-selling

Communication

Ausbildung

High School Diploma or GED

Jobbeschreibung

Triumph Financial seeks a Client Services Associate to handle prompt, accurate financial transactions and to build customer relationships by profiling customers and recommending appropriate bank products and services.

You will deliver exceptional service, ensure accurate documentation, and professionally refer clients to various bank departments while supporting branch goals and community initiatives.