Client Services Associate

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. You will provide prompt and accurate financial transactions, contribute to the development and retention of customer relationships, offer insightful advice on bank products and services, and ensure each customer interaction exceeds expectations.

Your role will play a key part in fostering customer loyalty and identifying valuable cross‑selling opportunities.

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

• 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 transactions.
• 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.

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.

Compensation Range:
Hourly: $16.54 – $22.67.Benefits include Medical, Dental, Vision, Paid Time Off, 401(k), and additional perks.