Teller (Part-time)

3M HEALTHCARE; Durango (CO); On-site; USD 47,389,440 - 65,022,720; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Job summary

Triumph Financial, Inc. is seeking a Client Services Associate to support customers with accurate financial transactions and to build lasting relationships. The role emphasizes friendly, efficient service and adherence to bank policies.

You will profile customers, offer tailored products, and help drive cross-sell opportunities while maintaining security and compliance across daily banking tasks.

Qualifications

• High school diploma or GED required.
• 6–12 months bank teller experience preferred.
• Customer service and cross-selling experience beneficial.

Responsibilities

• Profile customers and open accounts with accurate documentation.
• Provide prompt and accurate financial transactions per policies.
• Offer product recommendations and cross-sell responsibly.
• Maintain security and confidentiality of customer information.
• Deliver exceptional customer service and resolve issues promptly.
• Refer customers to other bank departments as appropriate.
• Maintain records of transactions and ensure compliance.

Skills

Customer service

Sales

Teller experience

Cash handling

Attention to detail

Education

High school diploma or GED

Job description

Join TBK Bank! At TBK Bank, a subsidiary of Triumph, we are a team of passionate, driven, collaborative, solutions‑minded people dedicated to making a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together because, at the end of the day, TBK means striving for excellence while delivering with humility. We thrive on providing exceptional customer service and look for friendly professionals who help customers achieve their financial goals.

Triumph Financial, Inc. (NASDAQ: TFIN) is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.

Our team culture is values‑driven, focused on helping our team members thrive, our customers succeed, and our communities prosper. We “Help 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.

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 will be at the forefront of our commitment to exceptional customer service, providing prompt and accurate financial transactions while contributing to the development and retention of customer relationships. You will profile new and existing customers, offer insightful advice on bank products and services, and ensure each customer interaction exceeds expectations. Your role will be key to fostering customer loyalty and identifying valuable cross‑selling opportunities.

Job Description

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

How You’ll Spend Your Time

• Profile new and existing customers, suggesting tailored products and services.
• Provide exceptional customer service, exceeding expectations.
• Open new accounts, ensuring accuracy and timely documentation.
• Assist with stop payments, debit card orders, and related tasks.
• 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 information, 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.

Compensation and Benefits

Hourly: $16.54 – $22.67.

Benefits include medical, dental, vision, paid time off, 401(k), and more.

Equal Employment Opportunity

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.