Client Services Associate jobs in United States
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Triumph ยท 5 hours ago

Client Services Associate

Triumph is a values-driven financial service company dedicated to helping customers achieve their financial goals. As a Client Services Associate, you will provide exceptional customer service, facilitate accurate financial transactions, and contribute to the development and retention of customer relationships.

BankingCommercial LendingFinancial ServicesPayments
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Culture & Values

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
Contribute to local community and bank-sponsored events

Qualification

Customer serviceCross-sellingBank teller experienceSales experienceRelationship building

Required

high school diploma or GED
at least 18 years old

Preferred

six to twelve months of bank teller experience
customer service experience
sales experience
cross-selling experience

Benefits

Medical
Dental
Vision
Paid Time Off
401k
And much more

Company

Triumph

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Triumph is a financial and technology company serving the transportation industry with pioneering payments, factoring, intelligence and banking solutions, powered by The Triumph Network.

Funding

Current Stage
Late Stage

Leadership Team

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Mitchell Lee
CRCO
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Company data provided by crunchbase