Banking Client Services Specialist — Transactions & Relationships

Triumph; Mount Carroll (IL); On-site; USD 22,000 - 32,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

Job summary

Triumph Financial, Inc. in the United States seeks a Client Services Associate to handle prompt, accurate financial transactions, build relationships, and identify cross-sell opportunities.

You will profile customers, offer insights on bank products, and help exceed branch goals while delivering excellent service. Responsibilities include opening new accounts, processing transactions, and maintaining privacy and compliance.

Qualifications

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

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

Sales

Cross-selling

Communication

Education

High school diploma or GED

Job description

Triumph Financial, Inc. in the United States seeks a Client Services Associate to handle prompt, accurate financial transactions, build relationships, and identify cross-sell opportunities.

You will profile customers, offer insights on bank products, and help exceed branch goals while delivering excellent service. Responsibilities include opening new accounts, processing transactions, and maintaining privacy and compliance.