Call Center Representative

TBK Bank, SSB

Dallas (TX)

On-site

USD 42,000 - 62,000

Full time

6 days ago

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Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Paid time off

401(k)

Plus benefits

Job summary

Triumph Financial, Inc. is seeking a Client Experience Representative in Dallas to deliver excellent service via phone, email and chat for transportation factoring and payment platform clients. The ideal candidate will bring high-volume customer service experience and a client-focused mindset.

You will resolve inquiries on first contact, review accounts, assist with holds and disputes, train clients on web portals, and support onboarding. Bilingual Spanish is a plus.

Qualifications

High-volume customer service experience.
1–2 years in a professional, high-volume environment.
Knowledge of freight, transportation, or logistics preferred.
Bilingual (Spanish) a plus but not required.
Strong verbal and written communication.

Responsibilities

Provide primary phone, email, and chat support for inbound queues.
Engage with clients to ensure fast, friendly and frictionless interactions.
Ask questions and listen actively to identify follow-up needs.
Provide first-contact resolution when troubleshooting inquiries.
Review client accounts, pending invoices and A/R aging.
Assist with holds, delays, rejections and disputes and related statuses.
Train and support clients on web portals and processes per best practices.
Onboard new clients and explain Triumph services and options.
Maintain QA scores, schedule adherence and ticket management.

Skills

Phone etiquette

Problem solving

Multi-tasking

Verbal communication

Written communication

Customer service

Active listening

Education

Higher education degree or equivalent experience

Job description

Join Triumph! At Triumph, our vision is a world where freight transactions are accurate and seamless on the most modern and secure freight transaction network. That’s why we’re looking for passionate, innovative, solutions-oriented people to join our team. We thrive on providing exceptional customer service and we look for team members with an entrepreneurial spirit and a passion to build successful partnerships with our clients. Because at the end of the day our goal is to help our partners businesses run better.

Position Summary

The Client Experience Representative (CXR) is to deliver an excellent customer experience via phone, email and chat supporting transportation factoring & payment platform clients The ideal candidate will have experience in client service and will actively demonstrate commitment to client education, retention and teamwork.

Essential Duties & Responsibilities

Provide primary phone, email, and chat support for company inbound queues.
Engage in meaningful conversations with clients to ensure every interaction is fast, friendly and frictionless.
Ask appropriate questions and listen actively to identify areas for follow-up to better assist the client with their needs and resolve issues.
Provide first-contact resolution when troubleshooting inquires.
Holistically reviews client accounts, pending invoices and payments, A/R aging and interaction history.
Assists clients in resolving holds, delays, rejections and disputes as well as other related transactions or statuses such as disputes, open credits, post verifications NOA’s and LOR’s.
Train and support clients on how to use company web portals, processes, and other related systems according to best practices.
Introduce carriers to the various options for payment methods, as well as other Triumph services and offerings.
Assist carriers through new client onboarding process.
Accountable for achieving quality of service scores, schedule adherence, and call and/or ticket management.
Effectively communicates with team members, debtors, clients and management.
Maintains confidentiality of client information.
Performs other duties as assigned.

Experience & Education

The successful candidate will possess high-volume customer service skills.

Additionally, the ideal candidate should possess the following:

Higher education degree or equivalent customer service experience (1-2 years) in a high-volume, professional environment.
Knowledge of freight, transportation, and/or logistics industry is preferred.
Accounts payable experience a plus, but not required.
Bilingual (Spanish) a plus.

Skills & Abilities Required

Highly professional phone etiquette.
Demonstrates commitment to problem solving and resolution.
Must be able to multi-task in a high volume in an operation center.
Ability to perform under deadline pressure.
Ability to analyze issues independently.
Excellent verbal and written communication skills.
Ability to understand and follow written and verbal instructions and directions given by manager.

Work Environment

The work environment characteristics described here maybe encountered while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Moderate noise (i.e. business office with computers, phone, and printers, light traffic).

Ability to work in a confined area.

Ability to sit at a computer terminal for an extended period of time.

Occasional stooping or kneeling may be necessary.

While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.

Specific vision abilities are required by this job due to computer work.

Light to moderate lifting is required.

Regular, predictable attendance is required.

Add any travel or other physical requirements, as needed.

Triumph Financial, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.

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

OUR BUSINESS

Triumph is a financial and technology company focused on payments, factoring, intelligence and banking.

We are pioneering solutions that serve the transportation industry.

Through the Triumph brand, our customers gain unrivaled efficiency, transparent and secure transactions, and improved access to working capital.

Through TBK Bank, we provide personal and business banking solutions that strengthen local communities and fortify our transportation business.

We create value by driving businesses and communities of all sizes toward the future.

We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law.

As a member of the Triumph team, you’re at the heart of an innovative, forward-thinking company that values collaboration, creativity and continuous learning.

You’re not just an employee — you’re part of a team shaping the future.

Being part of Triumph means striving for excellence while delivering with humility.

OUR CORE VALUES