Client Services Associate
Listed on 2026-02-01
-
Customer Service/HelpDesk
Customer Service Rep, Customer Success Mgr./ CSM
Join to apply for the Client Services Associate role at Triumph
.
Be among the first 25 applicants.
At TBK Bank, a subsidiary of Triumph, we are a team of passionate, driven, collaborative, solutions‑minded people dedicated to helping customers achieve their financial goals. Our mission is to do well and to do good at the same time.
SummaryAre you a customer‑focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate, you’ll be at the forefront of our commitment to exceptional customer service.
Job DescriptionThe Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank’s policies and procedures. You will also contribute to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross‑sell opportunities with professionalism and enthusiasm.
How You'll Spend Your Time- 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.
Apply now and seize the chance to provide exceptional service, build relationships, and grow in a supportive banking environment!
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.
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.
Go on. Do it. Apply Today!
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).