Client Services Associate

Job Description

The Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank’s policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer 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. Treat people fairly, handle conflict with grace, and speak the truth with humility are actions born of our convictions.

How You'll Spend Your Time

• Profile new and existing customers, suggesting tailored products/services.
• Provide exceptional customer service, exceeding expectations.
• Open new accounts, ensuring accuracy and timely documentation.
• Aid in Stop Payments, Debit Card Orders, and other 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 info, adhere to regulations, and maintain security.
• Process transactions while maintaining accurate records.
• Contribute to local community and bank-sponsored events.

Requirements

• A high school diploma or GED.
• At least 18 years old.
• Preferred six to twelve months of bank teller experience.
• Customer service, sales, or cross-selling experience preferred.

Benefits

• Medical
• Dental
• Vision
• Paid Time Off
• 401(k)

Compensation

Hourly: $16.54 - $22.67

Equal Opportunity Employer

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.