Banking Client Services & Relationship Builder

Triumph Financial, Inc.; Dallas (TX); On-site; USD 38,000 - 46,000; 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 deliver prompt and accurate financial transactions while building and retaining customer relationships. You will profile customers, offer bank products, and ensure every interaction exceeds expectations to foster loyalty.

You will open new accounts, process transactions, and professionally refer customers to various departments. A high school diploma or GED and 6–12 months teller experience are preferred, with equal opportunity

Qualifications

• High school diploma or GED, at least 18 years old, and 6–12 months bank teller experience preferred.
• Customer service, sales or cross-selling experience is desirable.

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 seeking a Client Services Associate to deliver prompt and accurate financial transactions while building and retaining customer relationships. You will profile customers, offer bank products, and ensure every interaction exceeds expectations to foster loyalty.

You will open new accounts, process transactions, and professionally refer customers to various departments. A high school diploma or GED and 6–12 months teller experience are preferred, with equal opportunity