Banking Client Services Specialist — Transactions & Growth

Triumph Financial, Inc.; Fairplay (CO); Hybrid; USD 23,000 - 31,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Paid time off

401k

Job summary

Triumph Financial, Inc. seeks a Client Services Associate to process accurate financial transactions and build lasting customer relationships. You will profile customers, offer bank products, and ensure every interaction exceeds expectations to foster loyalty and cross-sell opportunities.

The role emphasizes delivering exceptional customer service, supporting branch goals, and maintaining compliance with regulations in a fast-paced retail banking environment.

Qualifications

• High school diploma or GED and 18+ years old.
• Six to twelve months of bank teller experience preferred.
• Customer service, sales or cross-selling experience is a plus.

Responsibilities

• Profile new and existing customers, suggesting tailored products/services.
• Provide prompt and accurate financial transactions per policy.
• Open new accounts with proper documentation.
• Refer customers to bank departments as appropriate.
• Safeguard customer information and comply with regulations.
• Contribute to branch goals and customer goodwill.

Skills

Customer service

Sales

Cross-selling

Communication

Education

High school diploma or GED

Job description

Triumph Financial, Inc. seeks a Client Services Associate to process accurate financial transactions and build lasting customer relationships. You will profile customers, offer bank products, and ensure every interaction exceeds expectations to foster loyalty and cross-sell opportunities.

The role emphasizes delivering exceptional customer service, supporting branch goals, and maintaining compliance with regulations in a fast-paced retail banking environment.