Client Services Associate - Banking Support & Growth

Triumph Financial, Inc.; Arizona; 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 TBK Bank in Arizona.

You will facilitate accurate financial transactions, profile customers, and help build strong relationships while delivering exceptional service to drive loyalty and cross-selling opportunities. You will open new accounts, handle routine tasks, and refer customers to various bank departments, all while safeguarding information and complying with regulations.

Qualifications

• High school diploma or GED required; at least 18 years old.
• Customer service, sales, or cross-selling experience preferred.

Responsibilities

• 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.

Skills

Customer service

Sales

Cross-selling

Bank teller experience

Education

High school diploma or GED

Job description

Triumph Financial, Inc. is seeking a Client Services Associate for TBK Bank in Arizona.

You will facilitate accurate financial transactions, profile customers, and help build strong relationships while delivering exceptional service to drive loyalty and cross-selling opportunities. You will open new accounts, handle routine tasks, and refer customers to various bank departments, all while safeguarding information and complying with regulations.