Client Services Associate

At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded 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. 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 we look for friendly professionals dedicated to helping customers achieve their financial goals.

About the role

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'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities.

Responsibilities

• 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.

Requirements

• High school diploma or GED.
• At least 18 years old.
• Six to twelve months of bank teller experience (preferred).
• Customer service, sales, or cross-selling experience (desired).

Benefits

• Medical, Dental, and Vision coverage.
• Paid Time Off.
• 401k retirement plan.

Pay

Hourly: $16.54 - $22.67

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