Client Services Associate — Banking & Customer Experience

3M HEALTHCARE; Durango (CO); On-site; USD 47,389,440 - 65,022,720; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Job summary

Triumph Financial, Inc. is seeking a Client Services Associate to support customers with accurate financial transactions and to build lasting relationships. The role emphasizes friendly, efficient service and adherence to bank policies.

You will profile customers, offer tailored products, and help drive cross-sell opportunities while maintaining security and compliance across daily banking tasks.

Qualifications

• High school diploma or GED required.
• 6–12 months bank teller experience preferred.
• Customer service and cross-selling experience beneficial.

Responsibilities

• Profile customers and open accounts with accurate documentation.
• Provide prompt and accurate financial transactions per policies.
• Offer product recommendations and cross-sell responsibly.
• Maintain security and confidentiality of customer information.
• Deliver exceptional customer service and resolve issues promptly.
• Refer customers to other bank departments as appropriate.
• Maintain records of transactions and ensure compliance.

Skills

Customer service

Sales

Teller experience

Cash handling

Attention to detail

Education

High school diploma or GED

Job description

Triumph Financial, Inc. is seeking a Client Services Associate to support customers with accurate financial transactions and to build lasting relationships. The role emphasizes friendly, efficient service and adherence to bank policies.

You will profile customers, offer tailored products, and help drive cross-sell opportunities while maintaining security and compliance across daily banking tasks.