Financial Service Representative

4 weeks ago


Longmont, Colorado, United States Triumph Financial Full time
Job Summary

At Triumph Financial, we are seeking a highly motivated and customer-focused professional to join our team as a Financial Service Representative. As a key member of our retail branch, you will be responsible for providing exceptional customer service, facilitating accurate financial transactions, and building strong relationships with our customers.

Key Responsibilities

Profile new and existing customers, suggesting tailored products and services
Provide exceptional customer service, exceeding customer expectations
Open new accounts, ensuring accuracy and timely documentation
Assist with Stop Payments, Debit Card Orders, and other transactions
Take initiative to resolve customer issues and provide prompt feedback
Help maintain customer goodwill and contribute to branch goals
Safeguard customer information, adhere to regulations, and maintain security
Process transactions while maintaining accurate records

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.

About Us

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 committed to treating people fairly, handling conflict with grace, and speaking the truth with humility. If you share our values and are passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

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