What are the responsibilities and job description for the Financial Services Representative position at Triumph Financial?
Job Description Summary
We're seeking a Client Services Associate to provide prompt and accurate financial transactions in accordance with the Bank's policies and procedures. This role 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
We're seeking a Client Services Associate to provide prompt and accurate financial transactions in accordance with the Bank's policies and procedures. This role 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
- Deliver exceptional customer experiences through personalized service and product recommendations.
- Manage customer interactions with empathy, active listening, and problem-solving skills.
- Maintain accurate and up-to-date customer information, adhering to regulatory requirements.
- Identify opportunities to grow customer relationships and expand business through strategic referrals.
- Stay informed about banking products, services, and promotions to effectively communicate their benefits to customers.
