Client Services Teller — Elevate Customer Banking & Transactions

Triumph Financial, Inc.; Holly (CO); 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 to help customers complete accurate financial transactions and build lasting relationships. You will profile customers, recommend suitable bank products, and ensure every interaction reinforces loyalty while supporting branch goals.

The role focuses on delivering prompt service, identifying cross-sell opportunities, and upholding rigorous accuracy and security. A path to growth within retail banking is available.

Qualifications

• High school diploma or GED, 18+, 6–12 months bank teller experience preferred.
• Customer service and cross-selling experience preferred.
• Profile new and existing customers, open accounts, and process transactions per bank policies.

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.
• Resolve customer issues promptly and provide feedback.
• Support branch goals and maintain customer goodwill.
• Refer customers to other bank departments when appropriate.
• Protect customer data and adhere to regulations.
• Process transactions and maintain accurate records.

Skills

Customer service

Sales experience

Cross-selling

Education

High school diploma or GED

Job description

Triumph Financial, Inc. is seeking a Client Services Associate to help customers complete accurate financial transactions and build lasting relationships. You will profile customers, recommend suitable bank products, and ensure every interaction reinforces loyalty while supporting branch goals.

The role focuses on delivering prompt service, identifying cross-sell opportunities, and upholding rigorous accuracy and security. A path to growth within retail banking is available.