Banking Client Services Associate - Grow Relationships

Triumph; Strasburg (CO); On-site; USD 23,000 - 31,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

401k

Job summary

Triumph Financial, Inc. is seeking a Client Services Associate to provide prompt, accurate financial transactions and build customer relationships. You will help profile customers, offer relevant bank products, and support cross-selling opportunities while upholding service quality.

The role emphasizes excellent customer service, transaction accuracy, and adherence to bank policies. We encourage initiative, teamwork, and contributions to branch goals within a values-driven environment.

Qualifications

• High school diploma or GED is required.
• 6–12 months of bank teller or similar customer-service experience is preferred.
• Experience in sales or cross-selling is a plus.

Responsibilities

• Profile customers and suggest tailored bank products/services.
• Provide exceptional customer service and resolve issues.
• Open new accounts with accurate documentation.
• Assist with stop payments, debit card orders, and related tasks.
• Refer customers to other bank departments when appropriate.
• Protect customer information and adhere to regulations.
• Process transactions accurately and maintain records.
• Support community involvement and bank events.

Skills

Customer service

Sales

Cross-selling

Education

High school diploma or GED

Job description

Triumph Financial, Inc. is seeking a Client Services Associate to provide prompt, accurate financial transactions and build customer relationships. You will help profile customers, offer relevant bank products, and support cross-selling opportunities while upholding service quality.

The role emphasizes excellent customer service, transaction accuracy, and adherence to bank policies. We encourage initiative, teamwork, and contributions to branch goals within a values-driven environment.