Client Services Associate
Triumph, Mount Carroll, IL, United States
Join TBK Bank!
At TBK Bank, a subsidiary of Triumph, we are a team of passionate, driven, collaborative, solutions‑minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together; TBK means striving for excellence while delivering with humility. We thrive on providing exceptional customer service and look for friendly professionals dedicated to helping customers achieve their financial goals.
Triumph Financial, Inc. (NASDAQ: TFIN)
Triumph Financial, Inc. is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.
Summary
Are you a customer‑focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate, you will be at the forefront of our commitment to exceptional customer service. You will provide prompt and accurate financial transactions and contribute to the development and retention of customer relationships. By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you will play a key role in fostering loyalty and identifying cross‑selling opportunities.
Job Description
The Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank’s policies and procedures. The role also 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. We are “Helping People Triumph.” Treating people fairly, handling conflict with grace, and speaking the truth with humility are actions born of our convictions. Correct, consistent daily action shapes our culture, and we work at this diligently.
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.
Education & Experience Requirements
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.
Compensation Range
Hourly: $16.54 – $22.67
Benefits
We offer Medical, Dental, Vision, Paid Time Off, 401(k), and much more.
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.
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At TBK Bank, a subsidiary of Triumph, we are a team of passionate, driven, collaborative, solutions‑minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together; TBK means striving for excellence while delivering with humility. We thrive on providing exceptional customer service and look for friendly professionals dedicated to helping customers achieve their financial goals.
Triumph Financial, Inc. (NASDAQ: TFIN)
Triumph Financial, Inc. is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.
Summary
Are you a customer‑focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate, you will be at the forefront of our commitment to exceptional customer service. You will provide prompt and accurate financial transactions and contribute to the development and retention of customer relationships. By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you will play a key role in fostering loyalty and identifying cross‑selling opportunities.
Job Description
The Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank’s policies and procedures. The role also 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. We are “Helping People Triumph.” Treating people fairly, handling conflict with grace, and speaking the truth with humility are actions born of our convictions. Correct, consistent daily action shapes our culture, and we work at this diligently.
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.
Education & Experience Requirements
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.
Compensation Range
Hourly: $16.54 – $22.67
Benefits
We offer Medical, Dental, Vision, Paid Time Off, 401(k), and much more.
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.
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