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 provide prompt and accurate financial transactions, 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.

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 providing exceptional customer service and identifying appropriate cross‑sell opportunities with professionalism and enthusiasm.

• 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.

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.