Client Services Associate - Banking & Customer Relations

TBK Bank, SSB; Durango (CO); On-site; USD 22,000 - 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 customer transactions and relationship building in a fast-paced banking environment. You will profile customers, offer tailored product guidance, and ensure precise documentation for new accounts.

The role emphasizes customer service excellence, compliance, and collaboration across bank departments to drive satisfaction and loyalty.

Qualifications

• High school diploma or GED required.
• Strong customer service and sales aptitude.
• Able to identify cross-sell opportunities with professionalism.

Responsibilities

• Profile new and existing customers to identify needs.
• Provide prompt and accurate financial transactions.
• Open new accounts with proper documentation.
• Assist with stop payments, debit card orders, and more.
• Resolve customer issues and provide timely feedback.
• Refer customers to bank departments when appropriate.
• Protect customer information and adhere to regulations.
• Process transactions and maintain accurate records.
• Support community and bank events.

Skills

Customer service

Sales

Cross-selling

Attention to detail

Education

High school diploma or GED

Job description

Triumph Financial, Inc. is seeking a Client Services Associate to support customer transactions and relationship building in a fast-paced banking environment. You will profile customers, offer tailored product guidance, and ensure precise documentation for new accounts.

The role emphasizes customer service excellence, compliance, and collaboration across bank departments to drive satisfaction and loyalty.