Teller

Triumph Financial; Tribune Township (KS); On-site; USD 36,000 - 48,000; Full time

Job summary

Triumph Financial, Inc. seeks a Client Services Associate to handle prompt, accurate financial transactions and build lasting customer relationships at our branch.

You will profile customers, suggest tailored banking products, open new accounts, and professionally refer to departments while safeguarding information and complying with regulations.

Qualifications

• High school diploma or GED required.
• 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 experience

Banking transactions

Education

High school diploma or GED

Job description

Summary

Are you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to the development and retention of customer relationships. By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities. If you're eager to take initiative, contribute to our retail branch goals, and make a meaningful impact, we invite you to become a part of our team.

Job Description

The Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank's policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.

Team Culture

At Triumph Financial, we are a values-driven financial service company focused on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this, we're \"Helping People Triumph.\"

Treating people fairly, handling conflict with grace, and speaking the truth with humility are actions born of our convictions. Correct, consistent daily action shapes our culture, and we work at this diligently.

How You'll Spend Your Time

• 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.

Education & Experience Requirements

The ideal candidate should have a high school diploma or GED, be at least 18 years old, and preferably possess six to twelve months of bank teller experience. Additional desired qualities include customer service, sales, or cross-selling experience.

Triumph Financial, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.