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Banking Professional

1 month ago

Windsor, Colorado, United States Triumph Financial Full time
Job Overview

Triumph Financial, Inc. is seeking a skilled Banking Professional to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service and facilitating accurate financial transactions.

Key Responsibilities
  • Profile new and existing customers, suggesting tailored products and services.
  • Provide prompt and accurate financial transactions in accordance with the Bank's policies and procedures.
  • Contribute to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross-sell opportunities.
  • Assist with Stop Payments, Debit Card Orders, and other customer requests.
  • 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.
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.

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.