Client Services & Banking Relations Associate

Triumph; Holly (CO); On-site; USD 22,785 - 31,230; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401(k)

Job summary

Triumph Financial, Inc. is seeking a Client Services Associate to deliver prompt and accurate financial transactions and build lasting customer relationships. The role emphasizes customer service excellence, cross‑selling opportunities, and contributing to branch goals.

Ideal candidates have a high school diploma or GED and 6–12 months of teller experience, with a focus on accuracy and regulatory compliance in everyday banking tasks.

Qualifications

• Minimum six to twelve months of bank teller experience
• Customer service, sales or cross‑selling experience is desirable
• Profile customers and suggest tailored banking products

Responsibilities

• Profile new and existing customers, suggesting tailored products and services.
• Provide exceptional customer service, exceeding expectations.
• Open new accounts with 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.
• Refer customers to various bank departments.
• Safeguard customer information and adhere to regulations.

Skills

Customer service

Sales

Cross‑selling

Education

High School Diploma or GED

Job description

Triumph Financial, Inc. is seeking a Client Services Associate to deliver prompt and accurate financial transactions and build lasting customer relationships. The role emphasizes customer service excellence, cross‑selling opportunities, and contributing to branch goals.

Ideal candidates have a high school diploma or GED and 6–12 months of teller experience, with a focus on accuracy and regulatory compliance in everyday banking tasks.