Client Services & Banking Advisor

Triumph; East Moline (IL); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Paid Time Off

401k

Job summary

Triumph Financial, Inc. and its subsidiary TBK Bank are seeking a Client Services Associate in East Moline, IL.

You will handle prompt, accurate financial transactions following bank policies and build lasting customer relationships by profiling clients and recommending appropriate products and services. You’ll play a key role in cross-selling opportunities while delivering exceptional service and supporting branch goals.

Qualifications

• Prompt and accurate financial transactions in line with bank policies.
• Develop and retain customer relationships by delivering exceptional service.
• Identify cross-sell opportunities with professionalism and enthusiasm.

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

Relationship building

Education

High school diploma or GED

Job description

Triumph Financial, Inc. and its subsidiary TBK Bank are seeking a Client Services Associate in East Moline, IL.

You will handle prompt, accurate financial transactions following bank policies and build lasting customer relationships by profiling clients and recommending appropriate products and services. You’ll play a key role in cross-selling opportunities while delivering exceptional service and supporting branch goals.