Client Services Associate – Banking & Relationships

Triumph; Moline (IL); On-site; USD 23,000 - 31,000; 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 for our TBK Bank branch in Illinois. You will handle customer transactions, open new accounts, and help build relationships with customers by recommending products and services. You will work to exceed customer expectations and support local branch goals.

The role emphasizes accurate documentation, regulatory compliance, and protecting customer information while contributing to community banking efforts.

Qualifications

• High school diploma or GED required.
• 6–12 months bank teller or frontline experience preferred.
• Experience in customer service, sales, or cross-selling is helpful.

Responsibilities

• Profile customers and suggest tailored bank products/services.
• Provide prompt, accurate financial transactions per policy.
• Open new accounts with accurate documentation.
• Assist with stop payments, debit card orders, and more.
• Resolve customer issues and provide prompt feedback.
• Support branch goals and maintain customer goodwill.

Skills

Customer service

Sales

Cross-selling

Education

High School Diploma or GED

Job description

Triumph Financial, Inc. is seeking a Client Services Associate for our TBK Bank branch in Illinois. You will handle customer transactions, open new accounts, and help build relationships with customers by recommending products and services. You will work to exceed customer expectations and support local branch goals.

The role emphasizes accurate documentation, regulatory compliance, and protecting customer information while contributing to community banking efforts.