Client Services Associate: Banking Transactions & Relationships

Triumph Financial; Tribune Township (KS); On-site; USD 32,000 - 44,000; Full time

Job summary

Triumph Financial is seeking a Client Services Associate in Tribune Township, KS to deliver prompt, accurate financial transactions and build strong customer relationships. You will profile customers, offer tailored bank products, and ensure each interaction exceeds expectations while supporting cross-sell opportunities and branch goals.

The role emphasizes exceptional service, accuracy, and compliance with policies, with opportunities to contribute to community initiatives and branch success.

Qualifications

• High school diploma or GED required.
• Excellent customer service and communication skills.
• Previous experience in banking or teller roles is a plus.

Responsibilities

• Profile new and existing customers and suggest tailored banking products and services.
• Provide exceptional customer service and exceed expectations.
• Open new accounts with accurate documentation.
• Assist with stop payments and debit card orders.
• Resolve customer issues promptly and professionally.
• Refer customers to relevant bank departments to meet their needs.
• Protect customer information and comply with regulations.
• Process transactions and maintain accurate records.
• Support branch goals and community involvement.

Skills

Customer service

Cross-selling

Sales experience

Education

High School Diploma or GED

Job description

Triumph Financial is seeking a Client Services Associate in Tribune Township, KS to deliver prompt, accurate financial transactions and build strong customer relationships. You will profile customers, offer tailored bank products, and ensure each interaction exceeds expectations while supporting cross-sell opportunities and branch goals.

The role emphasizes exceptional service, accuracy, and compliance with policies, with opportunities to contribute to community initiatives and branch success.