Banking Client Services Specialist

Triumph Financial; Buena Vista (CO); 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, through TBK Bank, is seeking a Client Services Associate in Colorado to handle accurate financial transactions, profile customers, and nurture relationships. You will identify cross-sell opportunities while upholding compliance and security standards.

The role focuses on delivering exceptional service, opening accounts, and supporting branch goals in a customer-centric environment. Growth opportunities exist within a values-driven team.

Qualifications

• High school diploma or GED
• Must be at least 18 years old
• Six to twelve months bank teller experience preferred

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

Cross-selling

Communication skills

Education

High school diploma or GED

Job description

Triumph Financial, through TBK Bank, is seeking a Client Services Associate in Colorado to handle accurate financial transactions, profile customers, and nurture relationships. You will identify cross-sell opportunities while upholding compliance and security standards.

The role focuses on delivering exceptional service, opening accounts, and supporting branch goals in a customer-centric environment. Growth opportunities exist within a values-driven team.