What are the responsibilities and job description for the Financial Services Professional position at Triumph Financial?
Company Overview
Triumph Financial is a values-driven financial service company focused on creating value by helping our team members thrive, our customers succeed and our communities prosper. We are a member of the Triumph Financial portfolio of brands.
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.
Key Responsibilities
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.
Benefits
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.
Triumph Financial is a values-driven financial service company focused on creating value by helping our team members thrive, our customers succeed and our communities prosper. We are a member of the Triumph Financial portfolio of brands.
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.
Key Responsibilities
- Profile new and existing customers, suggesting tailored products/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 info, adhere to regulations, and maintain security.
- Process transactions while maintaining accurate records.
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.
Benefits
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.
