Customer-Focused Bank Teller & Relationship Builder

Triumph; Pleasant Valley Township (IA); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

401k

Job summary

Triumph Financial, Inc. seeks a Client Services Associate to provide prompt, accurate financial transactions and foster strong customer relationships. You will profile customers, advise on bank products, and support cross-selling while ensuring every interaction exceeds expectations and aids branch goals.

You will be part of a team focused on delivering exceptional service and contributing to community-focused banking initiatives.

Qualifications

• Customer service experience in a retail or financial services environment.
• Experience identifying cross-sell opportunities with professionalism.
• Strong accurate transaction handling and product knowledge.

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

18+ years old

6–12 months teller experience

Job description

Triumph Financial, Inc. seeks a Client Services Associate to provide prompt, accurate financial transactions and foster strong customer relationships. You will profile customers, advise on bank products, and support cross-selling while ensuring every interaction exceeds expectations and aids branch goals.

You will be part of a team focused on delivering exceptional service and contributing to community-focused banking initiatives.