Client Services Associate

Triumph Financial; Bayfield (CO); On-site; USD 23,000 - 31,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid Time Off

401k

Job summary

Triumph Financial seeks a Client Services Associate to facilitate accurate financial transactions, build customer relationships, and contribute to branch goals. You will profile customers, advise on bank products, and strive to exceed service expectations in a friendly, compliant environment.

The role emphasizes cross-selling, maintaining security, and professional referrals across departments to support community banking objectives.

Qualifications

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

Responsibilities

• Profile new and existing customers and suggest tailored products/services.
• Provide exceptional customer service and exceed expectations.
• Open new accounts with accurate 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.
• Refer customers to bank departments as needed.
• Protect customer information and follow regulations.
• Process transactions with accurate records.
• Support local community and bank events.

Skills

Customer service

Sales

Cross-selling

Education

High school diploma or GED

Job description

Join TBK Bank!

At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.

Summary

Are you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to the development and retention of customer relationships. By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities. If you're eager to take initiative, contribute to our retail branch goals, and make a meaningful impact, we invite you to become a part of our team.

Job Description

The Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank's policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.

Team Culture

At Triumph Financial, we are a values-driven financial service company focused on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this, we're "Helping People Triumph."

Treating people fairly, handling conflict with grace, and speaking the truth with humility are actions born of our convictions. Correct, consistent daily action shapes our culture, and we work at this diligently.

How You'll Spend Your Time

• 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.

Education & Experience Requirements

The ideal candidate should have a high school diploma or GED, be at least 18 years old, and preferably possess six to twelve months of bank teller experience. Additional desired qualities include customer service, sales, or cross-selling experience.

Compensation Range

Hourly: $16.54 - $22.67

• We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Triumph Financial, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.