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    Client Services Associate - Dallas, United States - Triumph Financial

    Triumph Financial
    Triumph Financial Dallas, United States

    3 days ago

    Default job background
    Full time
    Description
    RESPONSIBILITIES
  • Delivers excellent service to customers conducting business in person, through the mail, and by telephone.
  • Ensures that customer's financial needs are met and/or exceeded.
  • Opens new accounts in accordance with the bank's policy and procedure. Ensuring accuracy and completeness of all required documentation.
  • Assists customers with account and file maintenance request, ensuring accuracy and completeness of all required documentation.
  • Performs customer and bank transactions efficiently & accurately.
  • Protects the privacy and confidentiality of customers and the bank in accordance withGramm-Leach-BlileyAct(GLBA).
  • Follows bank Customer Identification Program(CIP)procedures in order to properly identify customers.
  • Handles incoming calls and emails.
  • Provides effective and timely resolution to customer issues.
  • NotifiesVP, Deposit Operations of escalated customer issues.
  • Assists with managing business/commercial customer relationships.
  • Assists with growing business/commercial customer deposit portfolio.
  • Distributes required account disclosures.
  • Accurately answers customer's questions regarding banking services.
  • Identifies and reports possible fraud activities and Bank Secrecy Act(BSA)concerns.
  • Completes ongoing training required by the bank's policies and regulations.
  • Complies with the bank's regulations, laws and policies.
  • Periodically travels to other bank locations or customer sites.
  • Executes any other tasks and duties that may be assigned.
  • Performs other duties as assigned.

    • EXPERIENCE & EDUCATION

  • High school diplomarequired;some college preferred.
  • 1 – 3+ years of banking experience, such as cash handling and new account opening.
  • 1 – 2+ years deposit account opening experience such as customer identification requirements, IRA knowledge base, online banking, Customer Identification Program requirements, consumer protection laws, bank security policies and procedures, etc.
  • 1 – 3+ years of business/commercial account opening experience.
  • Experience in business/commercial sales prospecting preferred.

    • SKILLS & ABILITIES REQUIRED

  • The successful candidate will be professional, energetic, outgoing,self-motivated, eager to learn new tasks,detail-oriented, able to provide the highest level of customer service, able to use sound judgement in decision making, and possess a strong work ethic.
  • Strong skills in Microsoft Word, Excel, and Outlook.
  • Excellent communications skills required, both oral and written.

    • We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

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