Client Services Associate
Triumph(7 days ago)
About this role
The Client Services Associate at Triumph Financial is responsible for providing accurate financial transactions and exceptional customer service. They focus on building customer relationships, profiling clients, and suggesting bank products to foster loyalty and growth. The role emphasizes contributing to branch goals and maintaining compliance with bank policies.
Required Skills
- Customer Service
- Relationship Building
- Financial Transactions
- Communication
- Banking
- Cross-Selling
- Account Opening
- Problem Solving
- Records Management
- Regulatory Compliance
Qualifications
- High School Diploma or GED
- 6-12 months Bank Teller Experience
About Triumph
tfin.comIf you own or work for a carrier, shipper, factor, or broker, find the financial solutions to run more efficiently and grow within the Triumph Network.
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