Banking Client Services Associate – Customer Success

Triumph; Hudson (CO); On-site; USD 2,279,000 - 3,123,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid Time Off

401(k) plan

Job summary

Triumph Financial, Inc. is seeking a Client Services Associate to deliver prompt and accurate financial transactions and build lasting customer relationships. You will profile customers, advise on bank products, and help ensure each interaction surpasses expectations.

Join a team focused on exceptional customer service and contributing to branch goals, with opportunities to advance and positively impact communities.

Qualifications

• High school diploma or GED required.
• 6–12 months of bank teller experience preferred.
• Customer service, sales, or cross-selling experience valued.

Responsibilities

• Profile new and existing customers and suggest tailored products/services.
• Provide exceptional customer service and exceed expectations.
• Open new accounts with accurate and timely documentation.
• Assist with Stop Payments and Debit Card Orders.

Skills

Customer service

Cross-selling

Sales

Education

High school diploma or GED

Job description

Triumph Financial, Inc. is seeking a Client Services Associate to deliver prompt and accurate financial transactions and build lasting customer relationships. You will profile customers, advise on bank products, and help ensure each interaction surpasses expectations.

Join a team focused on exceptional customer service and contributing to branch goals, with opportunities to advance and positively impact communities.