Banking Client Services Specialist

Triumph; Bayfield (CO); On-site; USD 22,000 - 30,000; 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 in the United States (Colorado region) to drive accurate financial transactions and build lasting customer relationships. You will profile customers, recommend tailored bank products, and strive to exceed service expectations while supporting branch goals.

This role emphasizes cross-selling opportunities, adherence to banking policies, and safeguarding customer information in a collaborative culture focused on community impact.

Qualifications

• High school diploma or GED required.
• Experience in customer service, sales, or cross-selling is preferred.
• At least 18 years old with basic financial transaction capabilities.

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.

Skills

Customer service

Sales

Cross-selling

Communication

Education

High school diploma or GED

Job description

Triumph Financial, Inc. is seeking a Client Services Associate in the United States (Colorado region) to drive accurate financial transactions and build lasting customer relationships. You will profile customers, recommend tailored bank products, and strive to exceed service expectations while supporting branch goals.

This role emphasizes cross-selling opportunities, adherence to banking policies, and safeguarding customer information in a collaborative culture focused on community impact.