Banking Client Services Specialist

Triumph Financial, Inc.; Strasburg (CO); 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. through its TBK Bank subsidiary is seeking a Client Services Associate to deliver prompt and accurate financial transactions while building strong customer relationships.

You will profile customers, offer tailored bank products, and ensure each interaction exceeds expectations. The role emphasizes cross-selling opportunities, maintaining customer trust, and contributing to branch goals.

Qualifications

• Must have a high school diploma or GED and be at least 18 years old.
• Six to twelve months of bank teller or customer service 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.

Skills

Customer service

Sales

Cross-selling

Communication

Education

High School Diploma or GED

Job description

Triumph Financial, Inc. through its TBK Bank subsidiary is seeking a Client Services Associate to deliver prompt and accurate financial transactions while building strong customer relationships.

You will profile customers, offer tailored bank products, and ensure each interaction exceeds expectations. The role emphasizes cross-selling opportunities, maintaining customer trust, and contributing to branch goals.