Client Services Associate

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At TBK Bank, a subsidiary of Triumph, we are a team of passionate, driven, collaborative and solutions‑mindful people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time, striving for excellence while delivering with humility. We thrive on providing exceptional customer service and look for friendly professionals dedicated to helping customers achieve their financial goals.

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 provide prompt and accurate financial transactions and 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 will help foster customer loyalty and identify 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. The role also contributes to the development and retention of customer relationships through exceptional 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. We treat people fairly, handle conflict with grace and speak the truth with humility. This culture is built on correct, consistent daily action.

• 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 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 information, adhere to regulations, and maintain security.
• Process transactions while maintaining accurate records.
• Contribute to local community and bank-sponsored events.

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.

Hourly: $16.54 - $22.67

Medical, Dental, Vision, Paid Time Off, 401(k) and much more.

Equal Employment Opportunity (EEO) Statement
Triumph Financial, Inc. and its subsidiaries provide equal employment opportunities 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.