Banking Client Services Associate: Build Relationships

Triumph Financial, Inc.

Elkhart (KS)

On-site

USD 27,000 - 38,000

Full time

6 days ago
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Benefits offered by this job

Medical insurance
Dental
Vision
Paid time off
401k

Job summary

TBK Bank, a subsidiary of Triumph Financial, Inc., is seeking a Client Services Associate in Kansas. You will be at the forefront of customer service, handling financial transactions and profiling customers to offer tailored bank products.

Join a values-driven team that emphasizes helping people triumph, fair treatment, and compliance. You will open new accounts, assist with stop payments and card orders, and contribute to branch goals.

Qualifications

  • High school diploma or GED required; must be at least 18.
  • 6–12 months of bank teller experience preferred.
  • Strong customer service, sales or cross-selling skills.
  • Ability to profile customers and suggest tailored products.

Responsibilities

  • Profile new and existing customers and suggest 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.
  • 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 and adhere to regulations.
  • Process transactions with accurate records.
  • Contribute to local community and bank events.

Skills

Customer service
Sales
Cross-selling
Financial transactions
Relationship building

Education

High school diploma or GED
Bank teller experience 6–12 months

Job description

TBK Bank, a subsidiary of Triumph Financial, Inc., is seeking a Client Services Associate in Kansas. You will be at the forefront of customer service, handling financial transactions and profiling customers to offer tailored bank products.

Join a values-driven team that emphasizes helping people triumph, fair treatment, and compliance. You will open new accounts, assist with stop payments and card orders, and contribute to branch goals.

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