Banking Client Services Pro — Relationship Builder

Triumph; Colorado; On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

Job summary

Triumph Financial, Inc. is seeking a Client Services Associate to be at the forefront of delivering accurate financial transactions and building strong customer relationships.

You will profile customers, offer thoughtful guidance on bank products, and ensure every interaction meets our service standards to foster loyalty and cross-sell opportunities. Join our team and help open new accounts, resolve issues promptly, and support branch goals while safeguarding customer information and adhering to

Qualifications

• High school diploma or GED required; 18+ years old.
• 6–12 months bank teller or related experience preferred.
• Customer service, sales or cross-selling experience appreciated.

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

Banking products

Education

High School Diploma

Job description

Triumph Financial, Inc. is seeking a Client Services Associate to be at the forefront of delivering accurate financial transactions and building strong customer relationships.

You will profile customers, offer thoughtful guidance on bank products, and ensure every interaction meets our service standards to foster loyalty and cross-sell opportunities. Join our team and help open new accounts, resolve issues promptly, and support branch goals while safeguarding customer information and adhering to