Client Services Teller: Build Banking Relationships

Triumph; Fairplay (CO); On-site; USD 23,000 - 31,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Paid time off

401k

Job summary

Triumph Financial, Inc. is seeking a Client Services Associate in a role focused on accurate financial transactions and customer relationships. You will profile customers, offer tailored bank products, and ensure each interaction exceeds expectations.

You will open new accounts, process transactions, maintain records, and professionally refer clients to other departments while upholding security and regulatory standards.

Qualifications

• High school diploma or GED, at least 18 years old.
• 6–12 months of bank teller experience preferred.
• Customer service, sales or cross-selling experience is a plus.

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

Banking transactions

Education

High school diploma or GED

Job description

Triumph Financial, Inc. is seeking a Client Services Associate in a role focused on accurate financial transactions and customer relationships. You will profile customers, offer tailored bank products, and ensure each interaction exceeds expectations.

You will open new accounts, process transactions, maintain records, and professionally refer clients to other departments while upholding security and regulatory standards.