Banking Client Services Specialist

Triumph; Westminster (CO); Vor Ort; USD 23.000 - 30.000; Vollzeit

Benefits dieser Stelle

Medical

Dental

Vision

Paid Time Off

401k

Zusammenfassung

Triumph seeks a Client Services Associate in Westminster, CO to deliver accurate financial transactions and build lasting customer relationships. You will profile customers, discuss bank products, and help drive cross-sell opportunities while upholding policy and security standards.

You will open new accounts, handle routine banking tasks, and professionally refer customers to other departments to meet local goals. A high school diploma and 6–12 months teller experience are preferred.

Qualifikationen

• High school diploma or GED required.
• 18+ years old.
• 6–12 months of bank teller experience preferred.
• Customer service, sales or cross-selling experience is a plus.

Aufgaben

• Profile and profile customers, suggesting tailored bank products and services.
• Provide prompt and accurate financial transactions following policy.
• Open new accounts with precise documentation.
• Assist with Stop Payments, Debit Card Orders, and related tasks.
• Resolve customer issues and provide timely feedback.
• Support branch goals and maintain customer goodwill.

Kenntnisse

Customer service

Sales

Cross-selling

Ausbildung

High school diploma or GED

Jobbeschreibung

Triumph seeks a Client Services Associate in Westminster, CO to deliver accurate financial transactions and build lasting customer relationships. You will profile customers, discuss bank products, and help drive cross-sell opportunities while upholding policy and security standards.

You will open new accounts, handle routine banking tasks, and professionally refer customers to other departments to meet local goals. A high school diploma and 6–12 months teller experience are preferred.