Client Services Teller: Relationships & Guide Finances

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

Benefits offered by this job

Medical, Dental, Vision

Paid Time Off

401k

Community involvement opportunities

Job summary

Triumph Financial is seeking a Client Services Associate in Durango, Colorado, who is dedicated to providing exceptional customer service. In this role, you will handle financial transactions, profile customers, and suggest tailored products to enhance their banking experience.

The ideal candidate will have a high school diploma or GED and possess customer service skills, ideally with some bank teller experience. A commitment to building strong customer relationships is essential. We offer competitive hourly wages and comprehensive benefits.

Qualifications

• At least 18 years old.
• Six to twelve months of bank teller experience preferred.
• Previous experience in customer service and sales.

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.
• Safeguard customer info and maintain security.
• Process transactions while maintaining accurate records.

Skills

Customer service

Sales experience

Cross-selling

Education

High school diploma or GED

Job description

Triumph Financial is seeking a Client Services Associate in Durango, Colorado, who is dedicated to providing exceptional customer service. In this role, you will handle financial transactions, profile customers, and suggest tailored products to enhance their banking experience.

The ideal candidate will have a high school diploma or GED and possess customer service skills, ideally with some bank teller experience. A commitment to building strong customer relationships is essential. We offer competitive hourly wages and comprehensive benefits.