Banking Client Services Pro - Customer Care & Transactions

Triumph Financial, Inc.; Illinois; On-site; USD 23,000 - 31,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

Job summary

Triumph Financial, Inc. is hiring a Client Services Associate to handle prompt and accurate financial transactions and build strong customer relationships. You will profile customers, offer bank products, and ensure interactions exceed expectations.

The role emphasizes cross-selling opportunities, compliance with policies, and contributing to branch goals within a values-driven environment.

Qualifications

• High school diploma or GED required; 18+ years old.
• Six to twelve months of bank teller experience preferred.
• Experience in customer service, sales or cross-selling is a plus.

Responsibilities

• Profile new and existing customers, suggesting tailored products/services.
• Provide exceptional customer service, exceeding expectations.
• Open new accounts, ensuring 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, adhere to regulations, and maintain security.
• Process transactions while maintaining accurate records.
• Contribute to local community and bank-sponsored events.

Skills

Customer service

Sales

Cross-selling

Education

High school diploma or GED

Job description

Triumph Financial, Inc. is hiring a Client Services Associate to handle prompt and accurate financial transactions and build strong customer relationships. You will profile customers, offer bank products, and ensure interactions exceed expectations.

The role emphasizes cross-selling opportunities, compliance with policies, and contributing to branch goals within a values-driven environment.