Client Services Associate
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, contribute to the development and retention of customer relationships, and identify cross-selling opportunities. Your role involves profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations.
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 other customer requests.
- 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).
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. Correct, consistent daily action shapes our culture, and we work at this diligently.
Pay
Hourly: $16.54 - $22.67
Benefits
- Medical, Dental, and Vision coverage.
- Paid Time Off.
- 401k retirement plan.