Client Services Associate - Banking & Customer Experience

Triumph Financial; Pleasant Valley Township (IA); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

Job summary

Triumph Financial, Inc. is seeking a Client Services Associate to support banking customers with accurate transactions and relationship development. You will help profile customers, offer tailored products, and ensure each interaction meets service standards.

The role emphasizes opening new accounts, cross-selling opportunities, and maintaining compliance while contributing to branch goals and local community engagement.

Qualifications

• High school diploma or GED required.
• 18+ years old and customer service or sales experience preferred.
• Experience in banking or teller roles a plus.

Responsibilities

• Profile new and existing customers to identify needs and tailor recommended products.
• Provide exceptional customer service and assist with cross-sell opportunities.
• Open new accounts with accurate documentation and timely processing.

Skills

Customer service

Cross-selling

Sales

Attention to detail

Education

High school diploma or GED

18+ years old

Bank teller experience preferred

Job description

Triumph Financial, Inc. is seeking a Client Services Associate to support banking customers with accurate transactions and relationship development. You will help profile customers, offer tailored products, and ensure each interaction meets service standards.

The role emphasizes opening new accounts, cross-selling opportunities, and maintaining compliance while contributing to branch goals and local community engagement.